Investment Analyst C
4 days 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**:
- To provide tailor-made investment solutions to assist the business unit in making sound decisions to grow the investment portfolio.**experience and qualifications**:
- Minimum Qualification - Grade 12, Relevant Degree
- Preferred Qualification - Bcom in Economics, Wealth or Investments
- Experience - 3 - 5 years’ experience in wealth management or investments
- Knowledge Required: Understanding of financial ratio’s
- Ability to calculate interest and income to clients
- Knowledge on Banking investment products
- Financial Market Research**additional requirements**:
**responsibilities**:
- Provide recommendations on tailor-made investment solutions using financial models, research and analysis to align with client specific needs
- Identify and utilise opportunities for revenue growth to deliver on sales targets
- Assess own performance through seeking timely and clear feedback and request training where appropriate
- Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
- Compile reports that track progress and guide business to make informed decisions
- Ensure compliance to legislative and audit requirements and adherence to relevant processes
- Focus on providing optimal services and improving service delivery processes to meet or exceed customer expectations
- Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
- Prevent wastage and identify process improvements to contain and reduce costs
- Educate sales team and investment advisors to improve service offering and increase sales results
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