Portfolio Investment Strategist

1 week ago


Cape Town, Western Cape, South Africa Absa Bank Full time
Job Summary

As a Wealth Investment Manager at Absa Bank, you will be responsible for managing and growing a portfolio of high net worth clients, trusts, investment holding companies, and businesses. Your primary goal is to service their local and offshore investment and fiduciary needs by formulating tactical strategies and associated delivery plans.

Key Responsibilities:
  1. Portfolio Performance Management: Ensure the appropriate management of respective portfolios, including client visits, engagement, portfolio performance reporting, and execution of client requirements.
  2. Business Development: Agree on financial targets and set out tactical plans to achieve this on an annual basis.
  3. Risk Management: Ensure that the portfolio meets required risk management standards.
  4. People Management: Coach, mentor, and manage team members toward driving business objectives and ensuring colleague development.


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