Wealth Investment Manager
2 months ago
Wealth Investment Manager
Locations: Sandton
Time Type: Full time
Posted on: Posted 2 Days Ago
Job Requisition ID: R-15968116
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
Manage and grow a portfolio of high-net-worth clients, trusts, investment holding companies, and businesses, servicing their local and offshore investment and fiduciary needs. Formulate plans for client acquisition, including collaboration with internal stakeholders and external lead providers. Operate as part of a multi-disciplinary team to deliver holistic client solutions to meet clients’ investment, advisory, banking, and lending requirements.
Job Description
- Portfolio Management: Ensure client portfolios are managed in accordance with the recorded mandate and aligned with the strategic asset allocation guidelines, conducting regular client reviews and delivering on client objectives. Client-facing role requiring proactive client engagement, portfolio performance management, reporting, and executing of client requirements.
- Business Development: Client acquisition-centered activity to meet both financial targets and new business targets on an annual basis. Develop strategies appropriate to grow the portfolio of assets under management, aimed at the growth of annuity income, up-front fees, and advisory income.
- Risk Management: Ensure that portfolio meets the required risk management standards, according to compliance guidelines and in accordance with the established advisory processes and procedures.
- People Management: Coach, mentor, and manage administrative support staff towards driving business objectives and ensuring colleague development (where applicable).
Education
Bachelor’s Degrees and Advanced Diplomas: Business, Commerce and Management Studies (Required)
Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.
Absa Bank Limited reserves the right not to make an appointment to the post as advertised.
#J-18808-Ljbffr
-
Structured and Investment Solutions Support-2
6 months ago
Sandton, South Africa Absa Bank Limited Full timeBring your possibility to life! Define your career with us - 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...
-
Investment Administrator
2 months ago
Sandton, South Africa PSG Konsult Full time**Responsibilities**: - Interaction with clients (management of relationships and providing client services) - Accurate, timeous and efficient implementation of the wealth management function as instructed by relevant wealth managers - Investment administration matters including but not limited to: Unit Trusts, Share Portfolio, Offshore Investments, Cash...
-
Operational Risk Manager
6 months ago
Sandton, South Africa Adcorp Holdings Full time**Synopsis** We have Operational Risk Manager position to support the management of wealth division in setting and executing actions managing all aspects of risk within the business units of Wealth Division. This includes the identification, assessment, measurement, monitoring, reporting of risk, and the identification of key controls to mitigate risk. The...
-
Wealth Investment Manager
3 months ago
Sandton, 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...
-
Business Development Associate
4 weeks ago
Sandton, South Africa FirstRand Bank Limited Full timeJob SummaryWe are seeking a highly skilled Business Development Associate to join our Wealth and Investments team at FirstRand Bank Limited.About the RoleThis is an exciting opportunity for a results-driven professional to contribute to the growth of our client base and drive sales efficiency. As a Business Development Associate, you will be responsible for...
-
Strategic Wealth Growth Manager
4 weeks ago
Sandton, South Africa Neptune Full timeEstablished in 1932, the PPS Group has been a trusted financial partner for graduate professionals in South Africa. As an organization that operates under the ethos of mutuality, qualifying members can exclusively share in the profits of the Group through the unique PPS Profit-Share Account.The core objective of PPS Investments is to create and grow the...
-
Financial Professional for Wealth Management
2 months ago
Sandton, South Africa Shorza Ltd Full timeAt Shorza Ltd, a dynamic accounting and compliance firm, we are seeking an experienced Financial Professional to join our team in wealth management. This is an exciting opportunity for an ambitious individual to develop their UK Accounting and Tax expertise and contribute to a high-growth wealth business.Our ideal candidate will have a strong background in...
-
Investment Consultant
6 months ago
Sandton, 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 SA. **Role...
-
Investment Consultant | Sandton
3 weeks ago
Sandton, South Africa The Recruitment Council Full timeOur client seeks a dynamic and driven Investment Consultant with a passion for business development, client engagement, and investments. The ideal candidate will have a solid understanding of the financial intermediaries landscape and a business owners mindset.Key Responsibilities:Service IFAs, DFMs, multi-managers, and other financial intermediaries...
-
Specialist: Investment Writer
6 months ago
Sandton, 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 Summary The...
-
Investment Analyst
6 months ago
Sandton, South Africa Sanlam Full timeWho are we? Sanlam Investments We offer a wide range of investment and financial planning solutions to protect and grow your long-term wealth. Sanlam Investments (SI) is one of South Africa’s largest investment management companies, offering a comprehensive range of client-focused investment solutions to end-investors, intermediaries and larger...
-
Investment Consultant | Sandton
3 months ago
Sandton, South Africa The Recruitment Council Full timeOur client seeks a dynamic and driven Investment Consultant with a passion for business development, client engagement, and investments. The ideal candidate will have a solid understanding of the financial intermediaries landscape and a business owners mindset.Key Responsibilities:Service IFAs, DFMs, multi-managers, and other financial intermediaries...
-
Private Wealth Banker
7 months ago
Sandton, South Africa Absa Bank Limited Full timeBring your possibility to life! Define your career with us - 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 To...
-
Investment Specialist
1 month ago
Sandton, South Africa Discovery Ltd. Full time**Business Unit**:Discovery Employee Benefits**Function**:Investments / Portfolio Management / Wealth Manage**Date**:11 Nov 2024 - Achieve more than** **YOU BELIEVE** **Discovery Corporate & Employee Benefits** **Investment Specialist** **About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We...
-
Private Banking Analyst Private Wealth D
7 months ago
Sandton, 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 assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Bankers through provision of analysis,...
-
Wealth Manager
7 months ago
Sandton, 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 serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to...
-
Wealth Management Professional
4 days ago
Sandton, South Africa The Recruitment Council Full timeThe Recruitment Council is seeking a Wealth Management Professional to join their team. This role involves providing expert fiduciary advice and services to high-net-worth individuals, families, and select institutions.Job Description:Role Overview: Deliver exceptional fiduciary services to clients.Key Responsibilities:Trusts Management: Provide expert...
-
Investment Consultant | Sandton
3 months ago
sandton, Gauteng, South Africa The Recruitment Council Full timeOur client seeks a dynamic and driven Investment Consultant with a passion for business development, client engagement, and investments. The ideal candidate will have a solid understanding of the financial intermediaries landscape and a business owners mindset. Key Responsibilities: Service IFAs, DFMs, multi-managers, and other financial intermediaries...
-
Strategic Investment Advisor
4 weeks ago
Sandton, South Africa The Recruitment Council Full timeJob Summary:The Recruitment Council is seeking an experienced Investment Consultant to join our team. In this role, you will be responsible for servicing financial intermediaries, building relationships with distribution partners, and focusing on raising assets across the Unit Trust product range.Key Responsibilities:Servicing Financial Intermediaries:...
-
Investment Distribution Support Administrator
2 weeks ago
Sandton, 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...