Junior Portfolio Manager – Nedbank 328 views0 applications

Junior Portfolio Manager

Location: Kwa-zulu Natal Image result for portfolio manager

Job Purpose
Deliver superior investment advice; performance and service relative to applicable benchmarks through the application of research generated ideas to a client portfolios that ensures sustainable annuity income and income growth for the Bank.
Job Responsibilities

• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
•Participate and support corporate responsibility initiatives for the achievement of business strategy (e.g. Green Strategy).
•Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.
•Participate in the Regional Investment Strategy Committee meeting- take the regional view to the National Strategic forum; put forward the investment views with regard to asset allocation and buying / selling shares and other financial instruments and agree consensus.
•Apply consensus decisions taken at national strategy committee to individual client portfolios where applicable by transacting on them.
•Ongoing review of client portfolios through checking against performance; benchmark and client requirements.
•Provide considered changes to client portfolios within the framework of a clients needs and objectives through transacting in financial instruments.
•Ensure that all considered changes are in accordance with the house view as determined by Stratcomm through execution in order to achieve superior performance relative to applicable benchmarks.
•Grow Auw Support the achievement of the business strategy; objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems; process; services and solutions are aligned.
•Identify training courses and career progression for self through input and feedback from management.
•Ensure all personal development plan activities are completed within specified timeframe.
•Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
•Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders’ businesses by highlighting benefits in support of the implementation of recommendations.
•Mentoring of portfolio managers Support the client relationship manager/ wealth manager by presenting to clients on the status of their portfolio.
•Build professional relationships through participating in client/ Bank functions.
•Provide Non discretionary clients with investment recommendations and opinions through discussions or in writing and act upon it should the client be in agreement.
•Resolve investment issues raised by the client by examining their concerns and reporting back.
•Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
•Resolve investment issues raised by the client by examining their concerns and reporting back.

People Specification
Essential Qualifications – NQF Level
  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas/National 1st Degrees
Preferred Qualification

Chartered Accountant CA(SA), Chartered Financial Advisor (CFA), Honours degree in Finance

Essential Certifications
  • Certified Financial Planner (CFP)
Preferred Certifications
Type of Exposure
  • Built a high performance culture
  • Built and maintained stakeholder relationships
  • Delivered compliance risk management programmes and advice
  • Developed and Implemented Communications Strategy
  • Executed Workforce Planning Deliverables
  • Improved Processes and Culture
  • Managed Transformation and Innovation Results
  • Managed Leadership & Learning Results
  • Managed Process Results
  • Managed Self and Team
  • Managed budget
  • Managed Governance
  • Managed Relationships
  • Supported Transformation, Change and continued Improvement
  • Provided operational support for Governance, Compliance and risk based assurance
Minimum Experience Level
5-10 years in a similar environment
Technical / Professional Knowledge
  • Banking knowledge
  • Banking procedures
  • Business Acumen
  • Business principles
  • Business terms and definitions
  • Business writing
  • Communication Strategies
  • Data analysis
  • Governance, Risk and Controls
  • Industry trends
  • Microsoft Office
  • Principles of financial management
  • Principles of project management
  • Relevant regulatory knowledge
  • Relevant software and systems knowledge
  • Research methodology
  • Decision-making process
  • Cluster Specific Operational Knowledge
Behavioural Competencies
  • Applied Learning
  • Building Customer Loyalty
  • Communication
  • Collaborating
  • Decision Making
  • Managing Work
  • Technical/Professional Knowledge and Skills

How To Apply

Click here to apply 

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