Portfolio Management Assistant

Job Description

Lead a team of Portfolio Management Administrators to provide support to Portfolio Managers 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.

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our team in FNB Wealth and Investments, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious.

Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

• Act responsibly with work related resources in order to contribute to cost containment
• Build and maintain stakeholder relationships
• Support a group of Portfolio Managers in managing their client books, in an administrative, trading and client servicing capacity
• Ensure compliance, implement, and manage Management Information Systems
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate
• Participate in planned activities that are appropriate for own and employee development

• Provide support to a group of Portfolio Managers in managing their client books, in an administrative, trading and client servicing capacity
• 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
• Participate in all business projects with the view to meet the strategic intent of the business
• Build and maintain stakeholder relationships
• Support a group of Portfolio Managers in managing their client books, in an administrative, trading and client servicing capacity
• Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialization

• Opportunities to network and collaborate
• A challenging working environment
• Opportunities to innovate

• Are adaptable and curious
• Analyse complex data sets
• Can thrive in a collaborative environment

Apply now if you are interested in taking the next step. We look forward to engaging with you!

All appointments will be made in line with First Rand Group’s Employment Equity plan. The bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below: 06/03/26.