Fiduciary Portfolio Oversight Manager

Fnb Namibia; Cape Town; On-site; ZAR 500 000 - 700 000; Full time

Job summary

A leading financial services institution in Cape Town is seeking a Fiduciary Portfolio Oversight Manager to lead a team in overseeing and managing collective investment schemes. The ideal candidate has a post-graduate degree in finance, strong analytical skills, and 3 - 5 years of experience in a similar role. The position offers opportunities for innovation and collaboration within a respected organization.

Benefits

Opportunities to network and collaborate

Challenging working environment

Opportunities to innovate

Qualifications

• 3 - 5 years experience in a similar environment, ideally 1 - 2 years at junior management level.
• Good understanding of the regulatory framework in the Collective Investment Scheme industry.
• Strong judgment and ability to anticipate legal issues.

Responsibilities

• Coordinate and manage a team of Fiduciary Oversight Portfolio Analysts.
• Ensure the protection of participatory interest holders.
• Implement and monitor business processes according to quality standards.

Skills

Strong organizational skills

Excellent communication

Analytical skills

Proactive problem solving

Education

Post-Graduate degree in Finance, Accounting, Investment Management

CAIA, CFA, CIPM or FRM certifications

Job description

Job Title, Location, Type, Posting and End Date

Fiduciary Portfolio Oversight Manager – Location: Cape Town – Full time – Posted Today – End Date: November 21.

RMB is a place where exceptional people create their own opportunities by challenging the conventional and driving sustainable impact.

United by our proud heritage, strong ethics and philosophy of Traditional values.

Innovative ideas, it's the magic of our people and culture that sets us apart.

Now, is the time to imagine your next move with South Africa's number one employer in Financial Services for , where you can embrace the power of collective thinking to unlock unique opportunities for our clients and society.

Role Overview

The purpose of the Fiduciary Portfolio Oversight Manager is to co-ordinate, guide and manage a team of Fiduciary Oversight Portfolio Analysts and Specialists who perform the detailed oversight of the administration and conduct of the collective investment scheme (management company) thereby ensuring safekeeping of assets and the protection of participatory interest holders.

The purpose of the Fiduciary Portfolio Oversight Manager is to oversee and provide support and guidance to collective investment scheme management companies through the provision of accurate and reliable intelligence (information) together with analysing trends and data through regular reports to improve the quality of oversight decisions.

Responsibilities

• Provide guidance and support to collective investment scheme management companies to ensure the protection of underlying participatory interest holders
• Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing trends and data
• Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities
• Implement, monitor and control business processes according to quality standards; policy; and compliance and governance requirements in area of accountability
• Ensure the development, alignment, mapping and implementation of end-to-end processes aligned to the customer journey map and the protection of participatory interest holders
• Research, enable and consult on improvements and opportunities to harness technology and platform enablement
• Review existing processes and suggest innovative ideas to improve and streamline processes to reduce risk, drive efficiencies and minimise redundancy
• Manage team delivery against goals in the area of responsibility
• Manage performance moderation, disciplinary action, recognition and retention processes in line with HR policies and procedures
• Participate in Talent Management practices and processes in line with HR policies and procedures
• Implement employment equity plan targets in all recruitment and employee movement activities
• Manage performance of employees by clearly defining goals and objectives and providing direction, coaching and regular feedback
• Ensure skills are transferred in specific functions
• Ensure conflict resolution and respond to any complaints or concerns
• Set relevant stretch goals for team and motivate achievement
• Promote teamwork and inclusivity amongst team members and demonstrates behaviours that respect diversity
• Partner and collaborate with team members to achieve team success
• Share information and knowledge that benefits the team
• Participate and contribute to a development culture where information regarding successes, issues, trends and ideas are actively shared
• Build and sustain collaborative working relationships with relevant peers and stakeholders to achieve productivity synergies
• Participate in specialist communities of practice and contribute positively to own and organisational

Qualifications

• Post-Graduate degree in Finance, Accounting, Investment Management
• Additional certifications such as CAIA, CFA, CIPM or FRM would be advantageous

Experience and Skills

• 3 - 5 years experience in a similar environment, of which 1 - 2 years ideally at junior (entry level) management level
• Good understanding of the regulatory framework, within the the Collective Investment Scheme industry.
• Good understanding of risk management, accounting and investment principles as they relate to Collective Investment Schemes
• Good understanding of the administration of Collective Investment Schemes and the oversight thereof
• Strong organizational skills that reflect an ability to perform and prioritize multiple tasks in an energetic environment with multiple priorities
• Excellent communication and analytical skills in both written and spoken English.
• Excellent judgment and ability to anticipate legal issues or risks.
• Proactive approach to problem solving.
• The ability to process information quickly and to apply that information in finding solutions.

Benefits

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

Desired Qualities

• Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough
• Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it
• Love putting our clients at the forefront of what you do

Application 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.

21 / 11 / 25All 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.

Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match. Should you have any queries, please log it via .