Portfolio Management Assistant

3 months ago


Cape Town, South Africa FirstRand Full time

Job Description

To provide support to a group of Portfolio Managers in managing their client books, in an administrative, trading and client servicing capacity

To ensure that the policies and procedures, are properly implemented and that all controls necessary are in place to minimise losses whilst ensuring that appropriate resources are in place to efficiently assist the Portfolio Managers to generate revenue

To participate in all business projects with the view to meet the strategic intent of the business

Hello Future Portfolio Management Assistant

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 FNB Wealth and Investments, you will be surrounded by unique talents, 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.

Are you someone who can:

- Act responsibly with work related resources in order to contribute to cost containment
- Build and maintain stakeholder relationships
- Support a group of Portfolio Managers in managing their client books, in an administrative, trading and client servicing capacity
- Ensure compliance, implement, and manage Management Information Systems
- Provide support to a group of Portfolio Managers in managing their client books, in an administrative, trading and client servicing capacity
- Ensure that the policies and procedures, are properly implemented and that all controls necessary are in place to minimise losses whilst ensuring that appropriate resources are in place to efficiently assist the Portfolio Managers to generate revenue
- Participate in all business projects with the view to meet the strategic intent of the business

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 adaptable and curious
- Analyse complex data sets
- Can thrive in a collaborative environment

POST

FNB

LI-TN2

Job Details

Application Closing Date

31/08/24



  • Cape Town, South Africa Stratton Property Management Full time

    **Portfolio Assistant - Sectional Title and HOA** Our company is looking for an ambitious and energetic person to join our team. The applicant must have previous experience in Sectional Title Property Management and be familiar with the Sectional Titles Act. **As a Portfolio Assistant your duties will include assisting the Portfolio Manager with the...


  • Cape Town, South Africa Project Management Connection Full time

    **Main Purpose**: - To support and provide administrative assistance to the IT Portfolio Office. **Key Responsibilities**: - Knowledge and content management of relevant methodologies (e.g. Project Management Framework), templates, best practices, training material and research - Request, receive and consolidate Project Status reports - Maintain a Project...


  • Cape Town, South Africa Trafalgar Property Management (Pty) Ltd Full time

    **Duties and Responsibilities** - Assisting the Sectional Title Portfolio Manager - Typing of correspondence and minutes, - Typing of correspondence to trustees and owners - Liaising with Chairman and Trustees in the absence of the Portfolio Manager - Assisting with preparation of monthly packs for the chairman of the Body Corporate - Ensuring all...


  • Cape Town, Western Cape, South Africa Project Management Connection Full time

    Job Summary:We are seeking an experienced IT Project Manager to join our team at Project Management Connection. As a key member of our organization, you will be responsible for providing leadership and direction across the IT portfolio, ensuring effective project planning and delivery.About the Role:The successful candidate will have a strong background in...


  • Cape Town, South Africa Coastal Property Management Services Full time

    We are an established property management company in Cape Town and are looking for a Portfolio Administrator to join our Head Office on a full time basis. **Key Responsibilities and Duties**: Assisting Portfolio Managers in the management of residential and commercial complexes including Sectional Title, Homeowners Association and Shareblocks Supporting...


  • Cape Town, South Africa The Royal Portfolio Full time

    The Silo Hotel's Assistant Housekeeping Manager will be responsible for planning, organising and developing the overall operations of the Housekeeping department to deliver on The Royal Portfolio’s Purpose, which is _“To give our guests a complete experience and a perfect stay”_. **MAIN DUTIES & RESPONSIBILITIES** - Co-manage all Housekeeping...


  • Cape Town, South Africa The Royal Portfolio Full time

    MAIN DUTIES & RESPONSIBILITIES *** - Develop and implement comprehensive PR campaigns to promote the hotel group's brand image, key messages, and unique offerings. - Cultivate and maintain relationships with media outlets, journalists, influencers and key stakeholders to secure positive press coverage and media placements. - Create compelling press...


  • Cape Town, South Africa Life & Brand Portfolio Full time

    Life & Brand Portfolio is seeking an experienced Assistant General Manager to join our Tigers Milk, La Parada or Harbour House team. The Assistant General Manager will be responsible for the assisting and supporting the General Manager. Assist with supervision, performance management and effective delegation to various junior managers and staff to ensure an...


  • Cape Town, South Africa Life & Brand Portfolio Full time

    Life & Brand Portfolio is seeking an experienced Assistant General Manager to join our Tigers Milk, La Parada or Harbour House team. The Assistant General Manager will be responsible for the assisting and supporting the General Manager. Assist with supervision, performance management and effective delegation to various junior managers and staff to ensure an...


  • Cape Town, South Africa Macdonald & Company Full time

    **Location**: **Cape Town** **Salary**: **277,200** **Job Type**: **Permanent** **Reference**: **69659** **Job Summary**: Are building and maintaining sound relationships an integral part of who you are? Our client has 30 years of property management experience. Their portfolio consists mainly of residential properties. They have offices in Johannesburg...


  • Cape Town, South Africa Life and Brand Portfolio Full time

    Life and Brand Portfolio seeks an experienced Assistant General Manager to assist in running our restaurant. The Assistant General Manager will be responsible for the assisting and supporting the General Manager. Assist with supervision, performance management and effective delegation to various junior managers and staff to ensure an efficient and...


  • Cape Town, Western Cape, South Africa Ultra Pharmaceutical and Medical Placements Full time

    We are seeking a highly skilled and experienced Senior Portfolio Manager Assistant to join our team at Ultra Pharmaceutical and Medical Placements in Cape Town. As a key member of our organization, you will be responsible for providing exceptional support to our Portfolio Managers, ensuring seamless client experiences, and maintaining the highest level of...

  • Portfolio Manager

    6 months ago


    Cape Town, South Africa SET Recruitment Consultants Full time

    **Portfolio Manager** **Market-related Salary** **Cape Town** **Job Purpose** The Portfolio Manager takes responsibility for assisting the CIO in the structuring and management of segregated share portfolio models and other funds to maximise risk adjusted returns and grow assets under management for the company. The Portfolio Manager will also take...

  • Portfolio Manager

    5 months ago


    Cape Town, South Africa Conova Recruitment Full time

    This role will take responsibility for assisting the CIO in the structuring and management of segregated share portfolio models and other funds to maximise risk adjusted returns and grow assets under management for the company. The Portfolio Manager will also take control of managing the asset management team and will have two direct reports and three...

  • IT Portfolio Manager

    1 month ago


    Cape Town, Western Cape, South Africa Project Management Connection Full time

    Main Purpose• Responsible for leading project management across the IT portfolio by providing frameworks and direction, and maximizing benefit delivery, limiting project and business risk, within the constraints of scope, quality, time, and cost.Key Responsibilities:• Manage project planning and delivery• Take a project from inception (idea stage)...


  • Cape Town, South Africa Ithemba Property Management Pty Ltd Full time

    **Company Overview**: Ithemba Property Management (Pty) Ltd is a leading property management company dedicated to providing exceptional customer service and operational excellence across our portfolio of properties. We seek a highly skilled **Senior Portfolio Manager** to join our Operations team to oversee the strategic and operational management of...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Property Portfolio ManagerThis is an exciting opportunity to work with a growing company in Property, CA Financial Appointments, as a Property Portfolio Manager. Key responsibilities include supporting Asset Managers in operational management and sales/acquisitions, as well as managing property portfolio through property management teams.Key...


  • Cape Town, Western Cape, South Africa Network Recruitment Full time

    At Network Recruitment, we are seeking a skilled Portfolio Specialist to oversee and optimize our insurance portfolio performance. This dynamic role requires a strong understanding of underwriting principles, risk management, and client relationship management.Key ResponsibilitiesPortfolio Management: Oversee the performance and profitability of our...


  • Cape Town, Western Cape, South Africa The Royal Portfolio Full time

    The Royal Portfolio seeks a seasoned Duty Manager to oversee the daily operations of our luxury hotel. As a key member of our team, you will be responsible for ensuring exceptional guest experiences and maintaining the highest standards of service.Main ResponsibilitiesLead and manage the hotel's daily operations, ensuring seamless execution of tasks and...


  • Cape Town, Western Cape, South Africa The Royal Portfolio Full time

    Main PurposeThe Royal Portfolio requires a skilled Duty Manager to oversee and control the daily operations of the hotel. This includes ensuring that the standards of the company are met, contributing to the purpose of The Royal Portfolio – "To give our guests a complete experience and a perfect stay".Main Duties and ResponsibilitiesGuest InteractionEnsure...