Wealth Investment Manager

6 days ago


Cape Town, Western Cape, South Africa Absa Bank Full time

Wealth Investment Manager
Apply locations: Cape Town
Time type: Full time
Posted on: Posted 5 Days Ago
Time left to apply: End Date: July 31 (30+ days left to apply)
Job requisition id: R-

Empowering Africa's tomorrow, together…one story at a time.
With over years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.

Job Summary

Manage and grow a portfolio of high net worth clients, trusts, investment holding companies, and businesses, servicing their local and offshore investment and fiduciary needs.

Responsibilities
  1. Portfolio Management: Ensure appropriate management of respective portfolios that includes but is not limited to client visits and engagement, portfolio performance management, reporting, and executing of client requirements.
  2. Business Development: Agree on financial targets/new business targets and set out tactical plans to achieve this on an annual basis.
  3. Risk Management: Ensure that the portfolio meets the required risk management standards.
  4. People Management: Coach, mentor and manage team members toward driving business objectives and ensuring colleague development (where applicable).
Education

Bachelor's Degrees and Advanced Diplomas: Business, Commerce and Management Studies (Required)

Absa Bank Limited is an equal opportunity, affirmative action employer.

In compliance with the Employment Equity Act 55 of, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank. Absa Bank Limited reserves the right not to make an appointment to the post as advertised.

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