Investment Portfolio Manager Ii
1 week ago
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 non-discretion 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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