Investment Portfolio Manager Ii

2 weeks ago


Durban, KwaZulu-Natal, South Africa FirstRand Full time
About us, purpose, experience and qualifications

about us:

- make a promise
- be deeply invested
- value our differences
- build trust, not territory
- have courage
- always do the right thing

purpose:

  • Drive the development of the FNB Wealth and Investments business by providing support to internal distribution, IFA's and their own network. Manage private client full discretion and nondiscretion bespoke portfolios.

experience and qualifications:

  • Minimum Qualification
  • B Degree in Finance, Economics or Investment Management


Preferred Qualification
  • CFA or MBA


Experience
  • Five (5) years' relevant experience
  • Person must not be an unrehabilitated insolvent
    additional requirements:

responsibilities:

  • Conduct research to uncover investment related insights
  • Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
  • Continuously assess own performance, seek timely and clear feedback and request training where appropriate
  • Continuously focus on providing optimal services and improving service delivery processes to meet or exceed customer expectations
  • Establish mutually beneficial relationships with stakeholders that support thought leadership, innovative and integrated practice solutions
  • Deliver internal and external customer service excellence through adherence to quality service standards
  • Contribute to the development of a budget aligned to operational delivery plans, monitor effectiveness and report on variances
  • Identify and implement on opportunities for revenue growth in order to deliver on sales targets
  • Prevent wastage, and on an ongoing basis identify process improvements in order to contain and reduce costs
  • Build and maintain strategic relationships with internal and external parties
  • Manage the client's portfolio in line with the mandate


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