Investment Manager - Polokwane, Limpopo

Only for registered members Polokwane, Limpopo, South Africa

1 day ago

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Job Summary

An Investment Manager (FAIS) provides operational, administrative, and client support to ensure investment portfolios are accurately set up, maintained, monitored and reported on.
Act as central point of coordination between Treasury Pricing and the Product Team Attend all relevant Investment meetings to ensure alignment with process and compliance Provide and maintain excellent service to investment clients across all Segments Respond to queries/needs in prompt appropriate manner so as to ensure no client complaints Aligning to the SLA of the Processing Fulfillment Teams No regrettable losses due to interest claims as a result of service failure Manage relationships with existing clients to ensure optimal income streams profitability uplift from existing portfolio Manage the re-investment book identify opportunities optimize income by way of margin management Further identify opportunities increase share of wallet from existing base Alignment with Bank's funding model identifying Demand Deposits converted into Fixed Term Options thereby providing longevity t
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