Investments Manager
2 days ago
Empowering Africa’s tomorrow, together one story at a time.
- 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 Summary
Provide specialist advice and support in the implementation/development of operational planning and associated service delivery processes, methods and techniques.
Job Description
OPTIMISED BUSINESS FROM EXISTING INVESTMENT CLIENTS
Manage relationships with existing clients to ensure optimal income streams and profitability uplift from existing portfolio.
Manage the re-investment book to identify opportunities to optimize income by way of margin management.
Further identify opportunities to increase share of wallet from existing base.
Alignment with the Bank’s funding model by identifying Demand Deposits that may be converted into Fixed Term Options thereby providing longevity to the Investment Book. This will be done on a case-by-case basis to ensure mínimal margin erosion.
NEW INVESTMENT CLIENTS AND REVENUE GENERATION
Grow Absa's Deposit market share and footprint in the region through acquisition of profitable and sustainable new investments
Effectively market the investment product range.
Develop and manage sales strategies relating to Investment Portfolio Management.
Implement sales strategies and operational plans
Proactively build a network that will facilitate the generation of new leads
Proactively research and create target lists for the new business in conjunction with the Banker and other Internal Stakeholders
SERVICE DELIVERY AND CLIENT QUERY RESOLUTION
Provide and maintain excellent service to investment clients across all Segments.
Respond to queries/needs in prompt and appropriate manner so as to ensure no client complaints.
Aligning to the SLA of the Processing and Fulfillment Teams.
No regrettable losses due to interest claims as a result of service failure.
ALIGNMENT AND ENGAGEMENT WITH INTERNAL STAKEHOLDERS
Act as central point of coordination between Treasury, Pricing and the Product Team.
Attend all relevant Investment meetings to ensure alignment with process and compliance.
Knowledge and Skills
Liquidity Products
Sales
Technical Skills
Understanding of Risk and Return
Strong written and verbal communication skills in the language business conducted in
Competencies
Deciding and initiating action
Learning and researching
Entrepreneurial and commercial thinking
Relating and networking
Persuading and influencing
Delivering results and meeting client expectations
Experience
Investments
Banking (5 to 10 years)
Public Sector
Islamic Banking
Pricing
Qualifications
RE5 FAIS Accreditation
NQF 7 (Degree/Diploma)
Education
Bachelor's Degrees and Advanced Diplomas: Business, Commerce and Management Studies (required)
- Absa Bank Limited reserves the right not to make an appointment to the post as advertised_
-
Investment Portfolio Manager Ii
1 week ago
Umhlanga, South Africa FirstRand Full timeAbout 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....
-
Investment Consultant
3 days ago
Umhlanga, South Africa Momentum Distribution Services Full time**Introduction** - Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in...
-
Financial Advisor: Life and Investments
2 weeks ago
Umhlanga, South Africa Quantum Recruitment Pty Ltd Full timeOur client is searching for Financial Advisor's for their Life and Investments portfolio. The incumbents of these newly created positions will be responsible for growing and developing the long term insurance and investments portfolio. **Build your own Long term insurance and investment portfolio by**: - Being able to prospect for new clients through...
-
Administrator Investment Absa Wealth Ops
2 weeks ago
Umhlanga, South Africa Absa Bank Limited Full timeEmpowering Africa’s tomorrow, together one story at a time. - 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...
-
Personal Wealth Manager
3 days ago
Umhlanga, KwaZulu-Natal, South Africa Old Mutual Full timeDelivering Exceptional ServiceAs a Financial Advisor at Old Mutual, you will be responsible for delivering exceptional financial services to clients. This involves providing personalized financial planning, risk management, and investment advice that meets their unique needs.To achieve this, you will need to possess a deep understanding of financial markets,...
-
Investment Advisor Expert
2 days ago
Umhlanga, KwaZulu-Natal, South Africa Millennium Wealth Bluestar Sanlam Full timeUnlock your potential as a Financial Adviser at Millennium Wealth Bluestar Sanlam and play a pivotal role in shaping the financial futures of our clients.About the CompanyWe are a leading provider of wealth management services, dedicated to helping individuals and families achieve their financial goals through expert advice and guidance.In this dynamic role,...
-
Portfolio Development Manager
3 days ago
Umhlanga, KwaZulu-Natal, South Africa Momentum Full timeWhat We OfferMomentum is a leading financial services provider committed to wealth creation and preservation. As an Investment Consultant, you will be empowered to craft passionate partnerships, provide expert advice, and drive business growth. You will also have opportunities for professional development and career advancement.
-
Financial Advisor
2 days ago
Umhlanga, South Africa Nkunzi Distribution (pty) Ltd Full timeAs a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients. You will analyze clients' financial situations, develop personalized financial plans, and recommend investment strategies to help clients achieve their financial goals. **Responsibilities**: - Meet with clients to assess their financial...
-
Retirement Planning Advisor
3 days ago
Umhlanga, KwaZulu-Natal, South Africa Old Mutual Full timeJob DescriptionThis is an exciting opportunity for a skilled Financial Advisor to join the Old Mutual team in Umhlanga. In this role, you will be responsible for delivering personalized financial services to clients, focusing on financial planning, risk management, and investment guidance.You will need to have a solid understanding of financial markets,...
-
Umhlanga, South Africa Rewardsco Full time**Job Details**: - Division Rewardsco Investments- Business Unit Finance- Minimum experience Mid-Senior- Company primary industry Telecommunications- Job functional area Financial AnalystThe successful incumbent will be responsible for the delivery and optimisation of the Group’s Enterprise Performance management function, alongside developing capability...
-
Business Judgemental Credit Manager C1
3 weeks ago
Umhlanga, South Africa FirstRand Full timeAbout 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 evaluate, manage and approve credit risk within the Medium Corporate segment by providing advice and support through the implementation of group...
-
Business Judgemental Credit Manager C2
4 weeks ago
Umhlanga, South Africa FirstRand Full timeAbout 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 evaluate, manage and approve credit risk within the Medium Corporate segment by providing advice and support through the implementation of...
-
Area Manager C
3 weeks ago
Umhlanga, South Africa FirstRand Full timeAbout 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 translate the regional strategy into a tactical area strategy and drive performance of the area through effective management and...
-
Operations Manager C
3 weeks ago
Umhlanga, South Africa FirstRand Full timeAbout 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 effectively manage and oversee all operational aspects in the achievement of the business objectives.**experience and qualifications**: -...
-
Financial Services Professional
3 days ago
Umhlanga, KwaZulu-Natal, South Africa Momentum Full timeAbout the RoleThe successful candidate will be responsible for understanding the investments and wealth management industry in SA and international markets, as well as possessing strong knowledge of Fund Selection, DFM, and Securities. They will also have a proven track record in dealing with clients and/or IFAs in a practice management environment.
-
Financial Services Manager
3 days ago
Umhlanga, KwaZulu-Natal, South Africa Catch Recruit Full timeAbout the CompanyWe are an independent brokerage, offering specialized financial services to medical practitioners across South Africa.We pride ourselves on delivering exceptional service, supported by a team of experienced professionals.This role offers the opportunity to work closely with our clients, developing personalized financial plans that meet their...
-
Business Relationship Manager C
4 weeks ago
Umhlanga, South Africa FirstRand Full timeAbout 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 strategically and operationally manage and grow a portfolio of high revenue generating clients. These responsibilities include the key...
-
Key Accounts Manager
4 weeks ago
Umhlanga, South Africa FirstRand Full timeAbout 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**: - Managing the Key Accounts Support Team.**experience and qualifications**: - Minimum Qualification : Relevant Degree - Experience : 5 Years’...
-
Umhlanga, South Africa Sanlam Full timeWho are we? The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle - and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive...
-
Umhlanga, South Africa Sanlam Full timeWho are we? Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as we as the staff who...