About us, purpose, experience and qualificationsabout usHelpful Effective Ethical Innovative Accountable and you have one simple goal: to improve the lives of customers through simple, effective solutions that meet their needs, contact us today and join a winning team. All appointments will be made in line with the Bank’s Employment Equity plan The Bank actively supports the recruitment and advancement of individuals with disabilities. We recommend that candidates be encouraged to declare their disability and consult the Bank should they require reasonable accommodation.purposeTo 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.
Responsibilities + Skills
Act responsibly with work related resources in order to contribute to cost containmentContinuously assess own performance, seek timely and clear feedback and request training where appropriateBuild and maintain stakeholder relationshipsContribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service
There are no additional requirements associated with this vacancy.responsibilitiesComply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialization
experience and qualificationsMinimum Qualification - B Com DegreePreferred Qualification - CFA