Portfolio Management Assistant

Website FNB South Africa

Job Description:

To provide support to a group of Portfolio Managers (PM) 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.

Job Responsibilities:

  • Build and maintain stakeholder relationships
  • Support a group of Portfolio Managers in managing their client books, in an administrative, trading and client servicing capacity
  • Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service
  • Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialization
  • Act responsibly with work related resources in order to contribute to cost containment
  • Continuously assess own performance, seek timely and clear feedback and request training where appropriate

Job Requirements:

  • Preferred Qualification – CFA
  • Assistant role with a Stockbroker or financial institution
  • Person must not be an unrehabilitated insolvent
  • Experience – Minimum 3 years in a Portfolio Management
  • Minimum Qualification – B Com Degree

Job Details:

Company: FNB South Africa

Vacancy Type: Full Time

Job Location: Durban, KwaZulu-Natal, South Africa

Application Deadline: N/A

To apply for this job please visit www.linkedin.com.


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