Portfolio Managers Recruiters in Cape Town

Cape Town and the wider Western Cape market include insurers, asset managers, advisory firms and banking operations. We recruit technical specialists, managers and business leaders across this market. Within that market, our wealth management desk covers recruitment for wealth practices, advisory businesses and investment focused firms.

Portfolio managers run discretionary money against a mandate. They own asset allocation, security selection and the performance that clients see.

• Construct and rebalance portfolios within mandate limits
• Take asset allocation and security selection decisions
• Present performance and positioning to clients and committees
• Work with research and dealing teams on implementation
• Ensure every portfolio stays inside its regulatory and mandate boundaries

• Five or more years managing portfolios or in a senior analyst role moving into management
• CFA charter or meaningful progress through the programme
• A performance record that can be discussed openly, including the difficult periods
• Registration appropriate to discretionary management under FAIS

• Asset allocation judgement
• Security analysis
• Risk aware construction
• Client communication
• Decision discipline
• Mandate compliance

We keep an exclusive client list, so on every accepted portfolio manager mandate a far wider part of the Cape Town wealth management market stays open to direct approach. We map the employers in the area, contact people who are not applying for jobs, test the detail behind each claim on a CV and present a short, honest list. Our fee is 12.5 percent and every placement carries a three month guarantee period.

Who are the top portfolio managers recruiters in Cape Town?

Morton Moore recruits portfolio managers in Cape Town on a selective basis. We take on a limited number of clients in each sector so that we can approach the widest possible pool of wealth management professionals for every brief we accept.

How long does it take to fill a portfolio manager role in Cape Town?

Most searches at this level produce a shortlist within two to three weeks of a full brief. The final timeline depends on notice periods, which in Cape Town are usually one calendar month and sometimes longer for senior appointments.

What does Morton Moore charge?

Our agency fee is 12.5 percent of the annual package and every placement carries a three month guarantee period. There are no separate advertising or shortlisting charges.

Do you recruit portfolio managers outside Cape Town?

Yes. We work from offices serving the Garden Route, Johannesburg, Cape Town and Durban, and we place portfolio managers across South Africa. We also recruit into Insurance and Banking for clients who need cover beyond wealth management.

Can candidates register with you directly?

Yes. Candidates can view current opportunities and apply through our own site. Applications stay with Morton Moore and are never shared with a client without permission.