Portfolio Management Assistant

Findojobs South Africa; Gauteng; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial institution in Gauteng is seeking a Portfolio Management Assistant to support Portfolio Managers in administrative, trading, and client servicing capacities. The ideal candidate must be adaptable, possess strong analytical skills, and thrive in a collaborative environment. This role offers opportunities to innovate and network, offering a dynamic work experience.

Benefits

Opportunities to network and collaborate

Challenging working environment

Opportunities to innovate

Qualifications

• Ability to analyze complex data sets.
• Experience in client servicing roles.
• Strong organizational skills needed for managing client books.

Responsibilities

• Provide administrative support to Portfolio Managers.
• Ensure compliance with policies and procedures.
• Participate in business projects aligned with strategic goals.

Skills

Stakeholder management

Data analysis

Adaptability

Job description

Description

To provide support to a group of Portfolio Managers in managing their client books, in an administrative, trading, and client servicing capacity.

To ensure that the policies and procedures are properly implemented and that all necessary controls are in place to minimize losses while ensuring that appropriate resources are available to efficiently assist the Portfolio Managers in generating revenue.

To participate in all business projects with the aim of meeting the strategic goals of the business.

Hello Future Portfolio Management Assistant

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

As part of our team in FNB Wealth and 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 :

• Act responsibly with work-related resources to contribute to cost containment
• Build and maintain stakeholder relationships
• Support a group of Portfolio Managers in managing their client books, in an administrative, trading, and client servicing capacity
• Ensure compliance, and implement and manage Management Information Systems

You will be an ideal candidate if you can :

• Provide support to a group of Portfolio Managers in managing their client books, in an administrative, trading, and client servicing capacity
• Ensure proper implementation of policies and procedures, with all necessary controls in place to minimize losses and support revenue generation
• Participate in all business projects aimed at meeting the strategic goals of the business

You will have access to :

• Opportunities to network and collaborate
• A challenging working environment
• Opportunities to innovate

We can be a match if you :

• Are adaptable and curious
• Analyze complex data sets
• Thrive in a collaborative environment

Apply now if you are interested in taking the next step. We look forward to engaging with you!

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. Candidates can disclose their disability information voluntarily. The Bank will keep this information confidential unless required by law to disclose it to other parties.

Job Details

Note that applications will not be accepted after the deadline below; kindly submit your application ahead of the closing date.

03 / 07 / 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. Candidates can disclose their disability information voluntarily. The Bank will keep this information confidential unless required by law to disclose it to other parties.