Senior Portfolio Manager

1 month ago


Pretoria, Gauteng, South Africa FirstRand Bank Limited Full time
Job Description

We are seeking a highly skilled Senior Portfolio Manager to join our Wealth Advisory team. As a key member of our team, you will be responsible for managing a portfolio of Private Wealth Clients and working closely with our Private Bankers to provide analysis, research, and sales and service fulfillment.

The ideal candidate will have a strong background in finance, economics, or accounting, with a minimum of 3-5 years' experience in a sales/service area of a financial environment. You will be responsible for identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.

Key Responsibilities
  • Proactively manage a portfolio of Private Wealth Clients
  • Work closely with Private Bankers to provide analysis, research, and sales and service fulfillment
  • Identify opportunities to expand our customer base with creditworthy and potentially profitable customers
  • Provide an efficient administration service through careful and timeous planning, reporting, and updating of all relevant information
Requirements
  • Minimum Qualification - RE5 Certificate with a Degree NQF7 level in Finance, Economics, or Accounting
  • Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment - Banking
  • A person must not be unrehabilitated insolvent
Benefits
  • Opportunities to network and collaborate
  • Entrepreneurial environment
  • Challenging working opportunities to innovate

We offer a competitive salary of R800,000 per annum, plus benefits. If you are a curious and courageous individual who is driven by a desire to learn and grow, we encourage you to apply.



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