Investment Specialist

3 months ago


Pretoria, South Africa FirstRand Full time

Job Description

To identify Investment opportunities and grow the Bank's deposit book by either analysing existing client's requirement or by acquiring new clients in addition, offerings customers Investment solutions with the aim of ensuring that the bank is the client's primary banking institution.

Hello Investment Specialist

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

As part of our team in Cash Investments, you will be surrounded by unique professionals with, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Key responsibilities
- Net interest income growth for the year per budget by preparing and processing of Interest rate proposals to segments in the group.
- Drive an increase in average balance of specific portfolio of liabilities as defined in the Financial Performance Report of the Business.
- Establish, align, and manage target and budget goals whilst ensuring effective control of costs for a range of functional areas to increase cost efficiency.
- Manage early redemption to minimize losses to the business and group.
- Deliver exceptional service that exceeds customers' expectations through proactive, innovative, and appropriate solutions.
- Build and maintain strategic relationships with internal and external parties to support the sales strategy.
- Maintenance of expert knowledge on relevant legislative amendments, industry best practices and provision of proactive advice and solutions to relevant stakeholders.
- Provide sales support efficiencies and services in order to ensure retention of clients by ensuring the timely renewal of all existing investment and negotiating special rates for clients.
- Maximise Business Portfolio cross sell opportunities and strengthen client relationships.
- Increase Investment Products and services to existing commercial customers.
- Translate strategies into actionable goals and execute relevant projects / initiatives aligned to strategic objectives with specific performance measures and control systems to track progress.
- Liaising with our business clients and their representatives to explore their investment preferences and appetite for risk.
- To be able to manage and discuss investment fund options to maximize return on client investments.
- Self-source new business.
- Able to hold complex conversations with our business clients and their representatives that fall under high net worth segments.
- Monitor changes in legislation, regulations, initiatives, and relevant industry practices. Ensure drafting and implementation of appropriate interventions. Ensure compliance with audit requirements.
- Track, control, and influence sales activities with the specific aim to increase sales efficiencies of the team.
- Monitor and record key industry trends that can impact on the current and future product offering.
- Improve business decisions by providing accurate and reliable business intelligence (information) together with analyzing trends and data.
- Manage own development to increase own competencies.
- Plan and manage performance, skills development, employment equity, talent and culture of team in order to improve innovation, achieve efficiencies and increase.

Qualifications and additional requirements:

- 3 - 5 years banking experience
- RE 5
- Class of Business advantageous
- NQF 7 ,8 Banking related qualification essential.
- Fund Investments exposure advantageous

You will have access to
- Opportunities to network and collaborate.
- A challenging working environment.
- Opportunities to innovate.

We can be a match if you are
- An experienced and dynamic professional
- Adaptable and curious
- Able to analyse complex data sets
- Thrive in collaborative environments
- Comfortable with data and analysing the portfolio
- Strong-willed and able to cope in a fast-paced environment
- Passionate about meeting deadlines
- Accountable
- Able to handle constructive feedback

post

f

LI-LK1

Job Details

Application Closing Date

12/10/24


  • Investment Specialist

    7 months ago


    Pretoria, South Africa Prebless Recruitment Full time

    **ROLE OVERVIEW**: The role of the Investment Specialist is to support the Head: Actuarial Short Term & Life with asset-liability management studies, asset-liability matching exercises, liquidity risk measurement, credit risk analytics, and market risk modelling and investment functions, including market risk capital requirement tools and models. Part of...


  • Pretoria, South Africa PPS Recruitment Full time

    **Job Advert Summary**: PPS External Distribution has an opportunity for a hybrid development role combining the skills and experience of a Broker Consultant and an Investment Specialist. Primary responsibility will be the provision of Life Assurance & Investment support to financial intermediaries. Proven track record of sales ability and ability to expand...

  • Investment Specialist

    4 months ago


    Pretoria, South Africa Accredinet Financial Solutions Full time

    To consult with our existing advisors to explore how they can expand their practices and identify opportunities, especially in terms of investments and assets under management. To provide advisors with guidance regarding their investment portfolios and, upon request, to meet with clients alongside them. To identify opportunities for business development...


  • Pretoria, Gauteng, South Africa The Recruitment Council Full time

    About the OpportunityThe Recruitment Council offers a unique opportunity to leverage your expertise and network within the retail investment market while contributing to the growth of a market-leading investment firm. As a Retail Business Development Manager, you will be part of a dynamic team developing and cultivating key relationships that drive business...


  • Pretoria, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 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...


  • Pretoria, South Africa Status Asset Management Full time

    **Position**: Investment Sales Specialist** **Location**:Pretoria** **Are you all about client services and addressing customer concerns? Are you a fantastic salesperson with the ability to meet deadlines? Do you love working with people and ensuring they feel heard? Then raise your hand because we’re HIRING!** *** **This role plays an integral part in...

  • ESG Specialist

    3 weeks ago


    Pretoria, Gauteng, South Africa Paton Personnel Full time

    Paton Personnel seeks a highly skilled ESG Associate to drive the integration of environmental, social, and governance principles in investment decisions.The ideal candidate will have a strong background in ESG due diligence, portfolio monitoring, and reporting on ESG performance.Key responsibilities include developing and implementing the ESG strategy,...


  • Pretoria, South Africa Chemonics International Full time

    Chemonics seeks an Energy Sector Investment Lead for the USAID Empower Southern Africa (ESA) project. ESA is a 5-year regional program that covers South Africa, Lesotho, Eswatini, Botswana, Namibia, Angola, Zimbabwe, Zambia, Malawi, Mozambique, Madagascar, Comoros and Sao Tome and Principe. The primary purpose of ESA is to increase the availability of,...


  • Pretoria, Gauteng, South Africa The Recruitment Council Full time

    The Recruitment Council is seeking a highly skilled Retail Business Development Manager to join our team in Pretoria. This role involves promoting investment products, building strategic relationships, and driving market growth.Key ResponsibilitiesPromote and distribute the company's investment products to the retail market in the Pretoria region.Lead...

  • Specialist Analyst

    4 weeks ago


    Pretoria, South Africa FSCA South Africa Full time

    Job title : Specialist Analyst - Investment Providers Department Job Location : Gauteng, Pretoria Deadline : January 06, 2025 Quick Recommended Links Jobs by Location Job by industries Key Performance Areas: Analyse annual financial statements and other statutory returns of Financial Services Providers to ensure that proper reporting...


  • Pretoria, South Africa South African Reserve Bank Full time

    **Brief description** The purpose of this position is to deliver high-quality work in respect of the following monetary policy and government funding operations: - Implementation of monetary policy by the South African Reserve Bank (SARB), mostly through liquidity management operations. - Funding operations for government, which include conducting primary...


  • Pretoria, South Africa Momentum Consult Full time

    **Introduction** - Consult is a registered authorised Financial Service Provider (FSP), holding a FSCA Category FSP I and II license. Consult - dispenses financial planning, product advice, product execution and investments management services to individuals and - businesses in the high net worth, affluent, retail upper and small business enterprises...


  • Pretoria, South Africa Momentum Life Full time

    **Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.**Role Purpose** - The purpose of the...


  • Pretoria, Gauteng, South Africa IDC Full time

    Job SummaryWe are seeking a highly skilled Strategic Portfolio Growth Specialist to join our team at IDC. In this role, you will be responsible for post-investment monitoring and portfolio management of complex business partners.


  • Pretoria, South Africa HSRC Recruitment Full time

    **Job Advert Summary**: The Developmental, Capable, and Ethical State (DCES) is a research division within the HSRC and employs a multi-disciplinary group of social scientists who conduct numerous empirical and policy-related studies. The DCES Division was recently awarded a project on the _Identification of Smart Urban Agriculture/Agro-processing solutions...


  • Pretoria, Gauteng, South Africa Momentum Metropolitan Holdings Limited Full time

    At Momentum Metropolitan Holdings Limited, we are seeking a skilled Financial Service Specialist to join our team.Job OverviewThe successful candidate will be responsible for enthusing clients and Independent Financial Advisors (IFAs) through our brand, services, and digital platform.Key ResponsibilitiesDevelop in-depth knowledge of our target audience,...


  • Pretoria, Gauteng, South Africa Kamo Placements Full time

    Kamo Placements is seeking an experienced Risk Management Specialist to join our team. This is a challenging and rewarding opportunity for a skilled professional to work in market risk management.About the RoleAs a Risk Management Specialist, you will be responsible for analysing, assessing and evaluating financial, market and business information to report...


  • Pretoria, Gauteng, South Africa Absa Group Limited Full time

    About the Role: We are seeking a skilled Senior ZAR and NonZAR Market Specialist to join our team at Absa Group Limited. As a key member of our trading desk, you will be responsible for managing investment portfolios, making strategic investment decisions, and monitoring risk and profit/loss on a daily basis. The ideal candidate will have 3+ years of...


  • Pretoria, Gauteng, South Africa Industrial Development Corporation Full time

    About the RoleWe are seeking a highly skilled Senior Financial Analyst to join our team as an SME Lending Specialist. In this role, you will be responsible for providing independent credit & investment assessments on credit submissions to credit committees; exercising credit judgment; and making sound credit recommendations within stipulated Service Level...


  • Pretoria, Gauteng, South Africa The Recruitment Council Full time

    Company Overview: The Recruitment Council is a leading provider of recruitment services, specializing in connecting top talent with market-leading investment firms.Salary: R1,200,000 - R1,800,000 per annumJob Description: As a Retail Business Growth Specialist, you will play a vital role in expanding our client's presence in the retail investment market...