Job Description

To research and analyse various economic sectors, provide advice and reporting to the Investment Committee on findings in the management of client portfolios.

Hello Future Investment Portfolio Manager, 

 

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

As part of our talent team at FNB Cash Investments, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. 

 

Are you someone who can:

 

Provide strategic direction to our internal and external stakeholder on our 3PIM product.Identify and implement on opportunities for revenue growth in order to deliver on sales targets.Continuously focus on providing optimal services and improving service delivery processes to meet or exceed customerexpectations.Deliver internal and external customer service excellence through adherence to quality service standards.Prevent wastage and identify process improvements to contain and reduce costs.Establish mutually beneficial relationships with stakeholders, that support thought leadership, innovative and integrated practice solutions.Build and maintain strategic relationships with internal and external parties to enable the business development strategy. Build relationships with Wealth Managers and Independent Financial Advisors who will be introducing new clients to the Cash Investments.Provide insights to clients on information on investment decisions.Conduct competitor analysis and innovate on new value propositions which align with the various client segments.Engage research companies to gather information to make informed financial recommendations and decisions.Monitor and record key industry trends that can impact on the current and future offering.Improve business decisions by providing accurate and reliable business intelligence derived from analysing trends and data.Assess and interpret complicated financial information.Engage with the research analytics and economists team to build financial models.Meet with investment analysts and company managers to discuss financial matters.Implement the Wealth and Investments house view to the client’s portfolio and make changes as and when requiredDevelop differentiated service models for the relevant client segments.Explore business development opportunities and contribute to the expansion of AUM.Identify new revenue opportunities through effective portfolio analysis.Contributes or inputs towards Investment Philosophy and stock selection.Share market knowledge and add additional value to the Wealth Managers upon site visits.Provide insight in order to ensure retention of clients by ensuring the timely review of portfolio investments.Continuously assess own performance, seek timely and clear feedback and request training where appropriate.Develop, encourage and nurture collaborative relationships across the FRG.

 

You will be an ideal candidate if you:

 

Have a relevant B Com and Postgraudate degree Have 6-9 years' experience in a similar role in the financial industryHave strong leadership capabilitiesStrong stakeholder engagement capability

 

You will have access to:

 

Opportunities to network and collaborateChallenging WorkingOpportunities to innovate

 

We can be a match if you are:

 

Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough toObsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it

Are you interested to take the step? We look forward to engaging with you further. Apply now!

#Post

#FNB 

#LI-MX1

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

19/02/25

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.