Manager Investments Wealth (FAIS)

Absa Group; Durban; On-site; ZAR 500,000 - 800,000; Full time

Job summary

A financial services institution in Durban is seeking a candidate to manage and grow high net worth client portfolios. Responsibilities include business development, risk management, and team leadership. A Bachelor's degree in Business or Management is required. This role offers an opportunity to be part of a reputable bank with a rich history and a commitment to diversity.

Qualifications

• Must hold a Bachelor's degree or advanced diploma in business, commerce, or management.
• Experience in managing high net worth portfolios is essential.

Responsibilities

• Manage and grow portfolios for high net worth clients, trusts, and businesses.
• Establish financial and business development targets and plans.
• Ensure that portfolios meet risk management standards.
• Coach and mentor team members to achieve business goals.

Education

Bachelor's Degrees and Advanced Diplomas in Business, Commerce and Management Studies

Job description

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 tactical strategy and associated delivery plans related to single practice areas. Ensure proactive integration and operational tactical enhancement.

Job Description

• Portfolio Management: Ensure appropriate management of respective portfolios that includes but not limited to client visits and engagement, portfolio performance management, reporting and executing of client requirements
• Business Development: Agree financial targets/new business targets and set out tactical plans to achieve this on an annual basis
• Risk Management: Ensure that portfolio meets the required risk management standards
• People Management: Coach, mentor and manage team members toward 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