Nedbank Vacancies 2023 – Portfolio Manager

Website Nedbank

Job Description:

Deliver investment advice; performance and service relative to applicable benchmarks through the application of research generated ideas to private client portfolios with the aim of delivering investment objectives.

Job Responsibilities:

  • Support wealth managers by presenting to clients on the status of their portfolio and other investment related items
  • Apply decisions taken at Investment Strategy Committee to individual client portfolios where applicable by transacting on them.
  • Participate in the Investment Strategy Committee meeting- put forward investment views with regard to asset allocation and buying / selling shares and other financial instruments for discussion and debate
  • Resolve investment issues raised by the client by examining their concerns providing feedback
  • Build professional relationships through participating in client/ Bank functions.
  • Provide considered changes to client portfolios within the framework of clients’ needs and objectives through transacting in financial instruments.
  • Ensure that all considered changes are in accordance with the house view through execution in order to achieve investment outcomes in line with mandate objectives.

Job Requirements:

  • Applied Learning
  • Building Customer Loyalty
  • Principles of financial management
  • Principles of project management
  • Relevant regulatory knowledge
  • Collaborating
  • Communication

Qualification & Experience:

  • 5-10 years in a similar environment
  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas/National 1st Degrees
  • Chartered Accountant CA(SA), Chartered Financial Advisor (CFA), Honours degree in Finance

Job Details:

Company: Nedbank

Vacancy Type:  Full Time

Job Location: Cape Town, Western Cape, SA

Application Deadline: N/A

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