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High Net Worth Portfolio Manager

2 weeks ago

Pretoria, Gauteng, South Africa Spane4all Full time

The High Net Worth Portfolio Manager will be responsible for managing the growth of active customer account base while ensuring compliance with relevant statutory, legislative, policy, and governance requirements. The role requires a strong analytical mind, excellent communication skills, and the ability to build strong relationships with clients.

Main Responsibilities
  • Manage costs or expenses within approved budget to achieve cost efficiencies.
  • Deliver against operational and cost targets by prioritizing resource allocation to minimize wastage.
  • Drive adoption of digital and other self-service options across client base.
  • Maintain expert knowledge on all FirstRand approved products, application procedure, processing, and timelines in order to drive and achieve relevant sales targets.

The High Net Worth Portfolio Manager will work closely with relevant business units and product houses as per strategy and serve as an ambassador for FNB as a financial service provider.