Portfolio Management Assistant

FirstRand group; Sandton; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial institution in South Africa is looking for a Portfolio Management Assistant. The role involves supporting Portfolio Managers in client management, ensuring compliance, and participating in business strategy projects. Ideal candidates are adaptable, analytical, and thrive in collaborative environments. Applications are accepted until 12/11/25.

Benefits

Networking opportunities

Challenging working environment

Innovation opportunities

Qualifications

• Ability to support Portfolio Managers in client management tasks.
• Knowledge of policies and procedures for compliance.
• Participate in business strategy projects.

Responsibilities

• Support Portfolio Managers in an administrative, trading, and client servicing capacity.
• Ensure implementation of policies and minimal loss controls.
• Participate in business strategic projects.

Skills

Responsible resource management

Stakeholder relationship building

Complex data analysis

Collaboration

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 controls necessary are in place to minimise losses whilst ensuring that appropriate resources are in place to efficiently assist the Portfolio Managers to generate revenue

To participate in all business projects with the view to meet the strategic intent 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 people that 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 in order 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, 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 that the policies and procedures are properly implemented and that all controls necessary are in place to minimise losses whilst ensuring that appropriate resources are in place to efficiently assist the Portfolio Managers to generate revenue
• Participate in all business projects with the view to meet the strategic intent 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
• Analyse complex data sets
• Can 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. 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.

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.

12 / 11 / 25