Investment Portfolio Manager

About the Opportunity

To drive the development of the Wealth and Investments business by providing support to internal distribution, IFAs and their own network. To manage private client full discretion and non-discretion bespoke portfolios.

Responsibilities

• Contribute to the development of a budget aligned to operational delivery plans, monitor effectiveness, and report on variances
• Identify and implement opportunities for revenue growth to deliver on sales targets
• Focus on providing optimal services and improving service delivery processes
• Deliver internal and external customer service excellence
• Establish mutually beneficial relationships with stakeholders
• Build relationships with Wealth Managers and Independent Financial Advisors

About You

Are you someone who can provide insights to clients on investment decisions, conduct competitor analysis, engage research companies, monitor key industry trends, and improve business decisions?

Eligibility

• Completed BCom Degree
• RE, FAIS, DOFA, and Class of Business certification

Benefits

• Opportunities to network and collaborate
• Challenging working environment
• Opportunities to innovate

About Company

FNB is the home of the #changeables, fostering an environment for innovative minds and collaborative spirit.

If you meet the requirements and are interested in joining a dynamic team, apply now!