Junior Portfolio Manager

6 days ago

Durban, South Africa Nedbank Full time

**Job Classification**
- Job Family- Investment Banking
- Career Stream- Advisory
- Leadership Pipeline- Manage Self: Professional
- FAIS Affected- FAIS Affected - Yes**Job Purpose**Responsibilities**:

- Participate in the Investment Strategy Committee meeting
- put forward investment views with regard to asset allocation and buying / selling shares and other financial instruments for discussion and debate
- Ongoing review of client portfolios through checking relative to investment objectives and relevant benchmarks
- Provide considered changes to client portfolios within the framework of clients’ needs and objectives through transacting in financial instruments.
- Ensure that all considered changes are in accordance with the house view through execution in order to achieve investment outcomes in line with mandate objectives.
- Support wealth managers by presenting to clients on the status of their portfolio and other investment related items
- Build professional relationships through participating in client/ Bank functions.
- Resolve investment issues raised by the client by examining their concerns providing feedback
- Participate in creating a culture of idea generation, continuous learning and shared knowledge.
- Identify training courses and career progression for self through input and feedback from leadership.

**People Specification**
- Essential Qualifications - NQF Level- Matric / Grade 12 / National Senior Certificate
- Advanced Diplomas/National 1st Degrees
- Preferred Qualification- Chartered Financial Analyst (CFA), or currently studying therein.
- CA(SA)
- Honours or higher degree in Finance
- Essential Certifications- Certified Financial Planner (CFP)
- Preferred Certifications- Minimum Experience Level- 2-5 years in a similar environment**Technical / Professional Knowledge**
- Business terms and definitions
- Business writing
- Communication Strategies
- Data analysis
- Governance, Risk and Controls
- Industry trends
- Microsoft Office
- Principles of financial management
- Principles of project management
- Relevant regulatory knowledge
- Behavioural Competencies- Applied Learning
- Building Customer Loyalty
- Communication
- Collaborating
- Decision Making
- Managing Work
- Technical/Professional Knowledge and Skills
- **_Please contact the Nedbank Recruiting Team at
+27 860 555 566
_

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