Wealth Investment Manager

Absa Group; Cape Town; On-site; ZAR 600,000 - 1,000,000; Full time

Job summary

A leading bank in South Africa seeks a Portfolio Manager to oversee high net worth clients and develop business strategies. The role involves managing client portfolios, ensuring risk compliance, and mentoring team members. Candidates must hold relevant degrees and possess strong management skills.

Qualifications

• Experience in managing high net worth client portfolios.
• Strong business development and risk management skills.
• Ability to coach and mentor team members.

Responsibilities

• Manage and grow a portfolio of high net worth clients.
• Set financial and new business targets.
• Ensure compliance with risk management standards.

Skills

Portfolio Management

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 presence 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 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 on an annual basis.
• Risk Management: Ensure that the portfolio meets required risk management standards.
• People Management: Coach, mentor, and manage team members to drive business objectives and ensure 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 to contribute towards equitable demographic representation and diversity of the workforce.

Absa Bank Limited reserves the right not to fill the position as advertised.