{"id":6607,"date":"2025-12-03T18:01:00","date_gmt":"2025-12-03T18:01:00","guid":{"rendered":"https:\/\/jobs.dataaxisnode.com\/zambia\/job\/ppmz-portfolio-manager-wealth-solutions-at-prudential\/"},"modified":"2026-03-17T00:14:13","modified_gmt":"2026-03-17T00:14:13","slug":"ppmz-portfolio-manager-wealth-solutions-at-prudential","status":"expired","type":"job_listing","link":"https:\/\/jobs.dataaxisnode.com\/zambia\/?post_type=job_listing&p=6607","title":{"rendered":"PPMZ | Portfolio Manager \u2013 Wealth Solutions at Prudential"},"content":{"rendered":"

Prudential\u2019s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people\u2019s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.
\nThe role of the Portfolio Manager \u2013 Wealth Solution is to support the Head of Wealth Solution in the management of both corporate and retail clients under the Prudential Investment Fund (PIF). The Manager will be responsible for conducting in-depth portfolio analysis, apply market insights, financial and market data analysis in providing asset allocation and rebalancing recommendations to optimise portfolio performance.
\nPrincipal Accountabilities:
\nPortfolio Management:
\nMonitor both local and foreign markets and economic fundamentals to assess factors that are likely to affect the portfolio.
\nAssist in constructing model portfolios that align with unit trust mandates and risk profile.
\nConduct portfolio analysis including portfolio rebalancing to ensure return and risk optimization, diversification and adherence to each fund objective.
\nMonitor portfolio risk exposures against risk limits and rebalance portfolios to maintain desired asset allocation.
\nPerform performance attribution analysis to understand sources of return and performance of portfolios versus benchmarks and comparable assets.
\nVerify and ensure accuracy and integrity of models and input data used in investment reports, internal management reports and decision making.
\nConduct scenario testing and stress testing on portfolios.
\nConduct any other duties as may be assigned from time to time.
\nCompliance:
\nAssess, monitor and manage portfolio risk exposures and ensure compliance with regulatory requirements and policies.
\nFlag breaches of investment guidelines or constraints and recommend corrective actions to clients and management.
\nEnsure adherence of portfolio reports and documentation to internal branding guidelines.
\nAdhere to internal governance policies and procedures.
\nReporting:
\nProduce investment reports for clients, and provide investment commentaries, and portfolio performance analyses and reviews.
\nConduct and Make presentations to stakeholders and respond to client inquiries on portfolio performance and strategy.
\nPrepare and present ad-hoc reports to internal and external stakeholders.
\nRecord Keeping:
\nMaintain accurate records of portfolio models, transactions, reports and documentation.
\nClient and Stakeholder Management:
\nClose collaboration with internal stakeholders: Business development, Investments, Finance and Marketing etc
\nAttend client meetings, communicate portfolio and market information to clients, and client requirements to management.
\nMaintain liaison with clients, custodian, and other stakeholders to ensure customer satisfaction and collaboration.
\nProvide investment support and advisory to clients, potential clients and management.
\nTechnical And Behavioural Attributes\/Core Competencies
\nInvestment and portfolio management knowledge.
\nBe a persuasive communicator (both written and verbal) with an ability to operate in and communicate at all levels in the organisation
\nMature, good interpersonal skills and articulate, with an ability to communicate, facilitate and present effectively.
\nProblem Solving.
\nResult-orientated and solution-focused, but also Intellectually curious and creative.
\nResourceful, flexible and able to adapt and respond in a rapidly changing environment.
\nOpen to challenges and debate and able to work well in a small cohesive team but also take initiative and work autonomously when required.
\nExcellent quantitative and numerical skills.
\nPassion for financial markets and investments.
\nExperience, Knowledge & Skills:
\nBachelor\u2019s degree in finance, Business studies, Economics (or related) \/Partial CIMA\/ACCA\/CFA
\nCertificate in Investment Advisors and Stockbrokers Course, MBA \u2013 Finance (or related) \/Full CIMA\/ACCA\/CFA added advantage.
\nMinimum 4-5 years of experience working in investment management, financial analysis, or related role.
\nA flair of offshore experience will be an added advantage
\nApplied experience in investment management is a must.
\nUnderstanding and knowledge of capital and financial markets.
\nExcellent IT skills and competent user of Excel, Power Point and MS Office suite.
\nGood communication skills.
\nPrudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time \/ fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.
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