Wealth Investment Manager

Absa Group; Bloemfontein; On-site; ZAR 600,000 - 900,000; Full time

Job summary

Absa Group is seeking a Portfolio Manager to oversee high net worth clients and businesses, delivering tailored investment and fiduciary services. The role includes developing strategies for client engagement, risk management, and mentoring team members to meet business objectives. The candidate must hold relevant degrees and demonstrate strong management and business development skills.

Qualifications

• Required Bachelor's Degrees or Advanced Diplomas in Business, Commerce, or Management.
• Experience in managing portfolios of high net worth clients.
• Proven ability in developing business strategies and meeting financial targets.

Responsibilities

• Manage portfolios, ensuring performance and client engagement.
• Set financial targets and develop business strategies.
• Ensure compliance with risk management standards.
• Mentor team members and support their development.

Skills

Client Engagement

Business Development

Risk Management

People Management

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 a strong position 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 to 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 strategies and associated delivery plans related to specific practice areas. Ensure proactive integration and operational tactical enhancement.

Job Description

• Portfolio Management: Ensure appropriate management of respective portfolios, including client visits and engagement, portfolio performance management, reporting, and executing client requirements.
• Business Development: Set financial and new business targets and develop tactical plans to achieve these goals annually.
• Risk Management: Ensure that portfolios meet required risk management standards.
• People Management: Coach, mentor, and manage team members to drive business objectives and support colleague development (where applicable).

Education

Bachelor's Degrees and Advanced Diplomas in 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 achieving an equitable demographic representation of our workforce and add to the diversity of the Bank.

Absa Bank Limited reserves the right not to make an appointment to the post as advertised.