78 Investment Management jobs in Sandton

Don’t miss out on the opportunity to join this prestigious wealth management company as a Client Services Consultant.

Responsibilities:

• Provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds, Retirement Annuities, Savings products) as well as Direct Unit Trusts.
• Communicate with clients on the company’s product range in a courteous and professional manner via telephone, email, fax letter and direct walk in clients.
• Manage all work items i.e., this will include dealing with rejections, general queries such as account queries, forms and other literature requests, fund information and also more detailed query investigation and resolution.
• Build and maintain relationships with clients by answering queries directly on all relevant correspondence and at the same time keeping all systems (including third party administrator systems) updated with all notes.
• Support the Client Group by providing proactive communication on rejections and queries raised by the third-party administrators and clients.
• Acting as the primary point of contact for all third party and client queries on the IAM SA and offshore funds range.
• Assist other team members when necessary – provide cover during periods of absence.

 
Qualifications:

A business focused degree

Experience:

• Relevant 2 – 3 years working experience
• Financial Services experience specifically Asset Management, Retirement Funds and Unit Trust Offshore experience – advantage
• Call Centre experience (Financial Services) – Essential
• Excellent business writing skills

 
Attributes:

• The ability to build and maintain meaningful relationships
• The ability to ‘approach and own’ and continuously look for opportunities to develop
• A client focused and collaborative approach
• Ability to analyse, interpret and assimilate information

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Our client in the Banking and Investment Sector has a fantastic opportunity for a Senior Strategy Analyst to oversee and action the creation and compilation of management and strategic reports that are aligned to strategic intent through qualitative and quantitative research and analysis, recommending insights that enable sound business decisions through others, as per the company’s business strategy.

Within the Strategy & Insights team, we conceptualise and drive business strategy through an analytical, insights-driven approach to problem identification and solution. Furthermore, we continue to add downstream value to the organisation through the execution of complex projects and programmes.

The team is constantly seeking out new methods of work through evaluating current practices and challenging conventional wisdom. Within the team, there are multiple opportunities for learning, exposure to new ideas, and work experience in diverse fields of inquiry. The team culture, albeit firmly rooted in achievement, is also fun and collaborative.

Job Responsibilities:

• Built sound professional relationships and understood and consistently met client needs.
• Developed trusting/professional internal relationships to smooth the flow of work.
• Developed collaborative relationships with contractors/consultants/suppliers which met business needs.
• Consistently ensured work was completed to plan; progress reviewed and corrective action taken.
• Resource utilisation produced balanced output in terms of quality, cost, business expectations, and compliance.
• Complied with risk standards; monitored and took corrective action.
• Identified and resolved work obstacles and problems effectively with contingency options to deliver required output.
• Contributed to the crafting of policies, procedures, standards, processes, etc.
• Delivered systems, products, and projects which contributed to improved client service.
• Delivered project results cost-effectively on time and within risk parameters.
• Advice given on systems, processes, and equipment accepted and implemented, leading to improved results.
• Supported team efforts to achieve transformation goals and established a culture conducive to achieving those goals.
• Supported and participated in corporate citizenship initiatives; improvements to work methods, processes, and systems were implemented successfully.
• Analysed, researched, developed, and implemented innovative ideas and solutions adding value to the company’s systems, processes, services, and solutions aligned to business strategy, objectives, and values.
• Continuously developed professional knowledge relating to the field of expertise.
• Shared knowledge with team and other professionals.
• Successfully obtained “buy-in” for value-adding projects, systems, and products/processes.

Experience:

• 3-5 years’ experience in an Analytical and Strategic environment.
• SAS Enterprise Miner and SQL experience would be advantageous.
• Intermediate/Advanced Microsoft Excel, PowerPoint, and PowerBI skills.
• Business writing and creating effective storyboard exposure is a must.

Qualification:

• Advanced Diploma/National 1st Degree.
• Master’s in Business Administration.

Technical/Professional Knowledge:

• 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.
• Decision-making process.
• Business Acumen.

Behavioural Competencies:

• Aligning Performance for Success.
• Building Partnerships.
• Decision Making.
• Business Acumen.
• Guiding Team Success.
• Planning and Organizing.

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Join one of South Africa’s leading insurance and wealth management providers as an Investment & Asset Management Technical Specialist. You will need to support specialists with responsibility for the provision of the full range of Technical Specialist services, including better and more insightful information, research, thought leadership, and enhancements to existing communication and educational material.

Support client-centric communication and engagement, working with specialists and product owners across the business to create, curate, and deliver correct, consistent messaging to clients and prospective clients.

Support effective teamwork and collaboration across the company’s business to deliver compelling client value propositions.

Work closely with the investment team and client channels team to ensure that we improve our communication to clients and enhance the client experience through presentations, written documents, articles, and thought leadership.

Support the curation and creation of quality content that empowers the successful delivery of our value proposition to grow and/or retain our client base.

Requirements:

Education and Experience:

• Degree qualifications in Finance or a related field in financial services. Marketing, Qualified Actuary, CFA Charterholder certification is considered desirable.
• Proficient in MS Office (Excel, Word, and PowerPoint)
• Minimum 2-3 years’ experience
• Marketing, communication, and sales experience in all areas of the investments and asset management industry preferable.

Knowledge and Skills:

Conceptualization:

• Outstanding written and verbal communications skills with the ability to explain and translate complex investment concepts into simple and intuitive communications. Obsessive about iteration, quality, clarity, details, & execution.

Support:

• Proven ability to be self-directed and work with minimal supervision.
• Able to coordinate across many teams and perform decisively in a fast-moving environment.
• Developing and using collaborative relationships to facilitate the accomplishment of work goals.

Structured Work:

• Overseeing and monitoring ongoing workflows to ensure efficiencies and relevance of Technical Specialist’s delivery to the business.

Business Understanding:

• Good technical understanding of asset management, investment markets, and numerous investment managers.
• Must have knowledge of the industry, particularly the products and services on offer and to which target audiences these products and services are offered.

Competencies: Leadership Competencies:

• Demonstrate and foster the company’s values.
• Develop interpersonal skills.
• Foster a collegiate environment and encourage innovation and creative thought to differentiate us from peers.

Strategic Competencies:

• Time management. The role often requires performing multiple tasks/work for various parties simultaneously. The employee needs to manage expectations and delivery timelines.
• Changing environment – need to keep up to date and understand the impact on messaging and delivery to clients.
• Building and maintaining credibility and trust with both internal and external clients.
• Information gathering. Understand and scope content and marketing requirements. Assess existing content and collateral processes and revise them to promote the products and services of the business.
• Sound problem-solving skills, analytical thinking, and attention to detail.
• Ability to perform under pressure.
• Good verbal, written, and interpersonal skills.
• Deadline driven.

Functional Competencies:

• Responsible & accountable.
• Resourceful problem solver.
• Effective Communication.
• Results-Orientated.
• Strong Business sense.
• Ability to interact with Clients and internal teams.
• Ability to distil and communicate complex information for internal and external clients.
• Ability to manage expectations.
• Self-management (planning, prioritising & time management).
• Visibility & impact (includes professionalism & executive disposition).
• Ability to persuade and influence.
• Customer Service Orientation/Client Focus (Internal and External).
• Teamwork.
• Excellent attitude, a willingness to always assist, a willingness to learn and progress.
• An enquiring mind, a friendly and collegiate demeanour.

Key Performance Areas: Support and Build Technical Specialist Function:

• Deliver on annual Technical Specialist collateral plans comprising a mix of analytical reports, written reports, thought leadership pieces, and presentations to various internal and external clients, providing clients with confidence to select and adopt appropriate solutions and services.

Collaboration:

• Develop Technical Specialist collateral into saving, investments, and retirement planning.
• Support the Technical Specialist team to develop how our products are positioned in the market and to communicate that positioning effectively in order to help enhance commerciality and client experience.

Delivery:

• Ability to translate complex investment and business-related concepts into simple and intuitive communications that are engaging for intermediaries and clients.

Thought Leadership:

• Analyse the strategic requirement for promotional activities and plan the content promotions and campaigns accordingly. Consult the product specialists and other professionals to take their inputs while preparing these strategic deliverables.

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Join one of South Africa’s leading insurance and wealth management providers as an Investment & Asset Management Technical Specialist. You will need to support specialists with responsibility for the provision of the full range of Technical Specialist services, including better and more insightful information, research, thought leadership, and enhancements to existing communication and educational material.

Support client-centric communication and engagement, working with specialists and product owners across the business to create, curate, and deliver correct, consistent messaging to clients and prospective clients.

Support effective teamwork and collaboration across the company’s business to deliver compelling client value propositions.

Work closely with the investment team and client channels team to ensure that we improve our communication to clients and enhance the client experience through presentations, written documents, articles, and thought leadership.

Support the curation and creation of quality content that empowers the successful delivery of our value proposition to grow and/or retain our client base.

Requirements:

Education and Experience:

• Degree qualifications in Finance or a related field in financial services. Marketing, Qualified Actuary, CFA Charterholder certification is considered desirable.
• Proficient in MS Office (Excel, Word, and PowerPoint)
• Minimum 2-3 years’ experience
• Marketing, communication, and sales experience in all areas of the investments and asset management industry preferable.

Knowledge and Skills:

Conceptualization:

• Outstanding written and verbal communications skills with the ability to explain and translate complex investment concepts into simple and intuitive communications. Obsessive about iteration, quality, clarity, details, & execution.

Support:

• Proven ability to be self-directed and work with minimal supervision.
• Able to coordinate across many teams and perform decisively in a fast-moving environment.
• Developing and using collaborative relationships to facilitate the accomplishment of work goals.

Structured Work:

• Overseeing and monitoring ongoing workflows to ensure efficiencies and relevance of Technical Specialist’s delivery to the business.

Business Understanding:

• Good technical understanding of asset management, investment markets, and numerous investment managers.
• Must have knowledge of the industry, particularly the products and services on offer and to which target audiences these products and services are offered.

Competencies: Leadership Competencies:

• Demonstrate and foster the company’s values.
• Develop interpersonal skills.
• Foster a collegiate environment and encourage innovation and creative thought to differentiate us from peers.

Strategic Competencies:

• Time management. The role often requires performing multiple tasks/work for various parties simultaneously. The employee needs to manage expectations and delivery timelines.
• Changing environment – need to keep up to date and understand the impact on messaging and delivery to clients.
• Building and maintaining credibility and trust with both internal and external clients.
• Information gathering. Understand and scope content and marketing requirements. Assess existing content and collateral processes and revise them to promote the products and services of the business.
• Sound problem-solving skills, analytical thinking, and attention to detail.
• Ability to perform under pressure.
• Good verbal, written, and interpersonal skills.
• Deadline driven.

Functional Competencies:

• Responsible & accountable.
• Resourceful problem solver.
• Effective Communication.
• Results-Orientated.
• Strong Business sense.
• Ability to interact with Clients and internal teams.
• Ability to distil and communicate complex information for internal and external clients.
• Ability to manage expectations.
• Self-management (planning, prioritising & time management).
• Visibility & impact (includes professionalism & executive disposition).
• Ability to persuade and influence.
• Customer Service Orientation/Client Focus (Internal and External).
• Teamwork.
• Excellent attitude, a willingness to always assist, a willingness to learn and progress.
• An enquiring mind, a friendly and collegiate demeanour.

Key Performance Areas: Support and Build Technical Specialist Function:

• Deliver on annual Technical Specialist collateral plans comprising a mix of analytical reports, written reports, thought leadership pieces, and presentations to various internal and external clients, providing clients with confidence to select and adopt appropriate solutions and services.

Collaboration:

• Develop Technical Specialist collateral into saving, investments, and retirement planning.
• Support the Technical Specialist team to develop how our products are positioned in the market and to communicate that positioning effectively in order to help enhance commerciality and client experience.

Delivery:

• Ability to translate complex investment and business-related concepts into simple and intuitive communications that are engaging for intermediaries and clients.

Thought Leadership:

• Analyse the strategic requirement for promotional activities and plan the content promotions and campaigns accordingly. Consult the product specialists and other professionals to take their inputs while preparing these strategic deliverables.

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Overview

To provide administrative and implementation support to Wealth Managers through the execution of administrative duties as per agreed standard operating procedures. To build and maintain relationships with clients, and collaborate with internal stakeholders and service providers.

Responsibilities

• Control costs through awareness of impact of work and potential waste.
• Manage own costs and expenses associated with role to enhance cost effectiveness.
• Identify and escalate potential risks which may lead to increased costs.
• Adhere to standards and procedures to reduce costs.
• Identify process improvements in order to save costs.
• Adhere to predetermined operational costing within budgets in the execution of projects and work related expenditure.
• Ensure that physical resources and equipment usage is managed in a manner that reduces financial loss and/or waste.
• Manage internal stakeholders and adhere to relevant SLA agreements.
• Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SMEs, project managers and senior staff members.
• Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies.
• Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.
• Continuously strive to improve service delivery quality, productivity, turnaround time, availability, reliability and accuracy to avoid operational loss.
• Resolve client queries in accordance with operational goals and standards, and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
• Propose improvements on internal processes that impact service levels and customer satisfaction within area of accountability.
• Serve as first line of contact for clients and manage customer interactions.
• Accurately administer, plan for and complete activities within area of work in an efficient, effective and timely manner.
• Adhere to schedules to effectively and timely perform assigned work.
• Attend (and facilitate) meetings as and when required; maintain documentation and share information with the team.
• Deliver work in an accurate manner to ensure consistent results within department.
• Draw on own knowledge and experience to identify and develop solutions that lead to improved service delivery and quality.
• Remain accountable for own work (the exercise of judgement and discretion) in accordance with organisational values and code of ethics.
• Comply with and adhere to identified governance and compliance standards and escalate problems for investigation and resolution.
• Continuously identify and escalate risk.
• Provide timely reports on operations, performance and audit findings.
• Report on transactional activity progression within set guidelines to provide timely information for decision making in area of accountability.
• Plan and organise own tasks to ensure performance objectives are met.
• Identify effective activities to address own development gaps.
• Create own development plan and review plan with team leader or manager.
• Understand which competencies and skills are required to be mastered to ensure personal development and performance.
• Keep abreast of learning opportunities, changing products and trends.

Qualifications & Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales
• Industries: Banking

Job Details & Closing Date

Take note that applications will not be accepted on the below date and onwards; kindly submit applications ahead of the closing date indicated below: 07/10/25

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates may disclose disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose it to other parties.

Location activity

Kempton Park, Gauteng, South Africa; Johannesburg, Gauteng, South Africa

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Wealth Management Analyst page is loaded# Wealth Management Analystlocations: Johannesburgtime type: Full timeposted on: Posted Todaytime left to apply: End Date: October 7, 2025 (6 days left to apply)job requisition id: R35899# **Job Description**To provide appropriate administrative and implementation support to Wealth Managers through the execution of administrative duties as per agreed standard operating procedures To build and maintain relationships with clients, and collaborate with internal stakeholders and service providers* Control costs through awareness of impact of work and potential waste.* Manage own costs and expenses associated with role to enhance cost effectiveness* Identify and escalate potential risks which may lead to increased costs.* Adhere to standards and procedures to reduce costs* Identify process improvements in order to save costs* Adhere to predetermined operational costing within budgets in the execution of projects and work related expenditure.* Ensure that physical resources and equipment usage is managed in a manner that reduce financial loss and/or waste.* Manage internal stakeholders and adhere to relevant SLA agreements.* Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members* Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies.* Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.* Continuously strive to improve service delivery quality, productivity, turnaround time, availability, reliability and accuracy to avoid operational loss* Resolve client queries in accordance with operational goals and standards, and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.* Propose improvements on internal processes that impacts service levels and customer satisfaction within area of accountability.* Serve as first line of contact for clients and manage customer interactions.* Accurately administer, plan for and complete activities within area of work in an efficient, effective and timeous manner.* Adhere to schedules to effectively and timely perform assigned work.* Attend (and facilitate) meetings as and when required; maintain documentation and share information with the team.* Deliver work in an accurate manner to ensure consistent results within department.* Draw on own knowledge and experience to identify and develop solutions that leads to improved service delivery and quality.* Remain accountable for your own work (the exercise of judgement and discretion) in accordance with the organisational values and code of ethics* Comply with and adhere to identified governance and compliance standards and escalate problems for investigation and resolution.* Continuously identify and escalate risk.* Provide timeous reports on operations, performance and audit findings* Report on transactional activity progression within set guidelines to provide timely information for decision making in area of accountability* Plan and organise own tasks to make sure that performance objectives are met.* Identify effective activities to address own development gaps.* Create own development plan and review plan with team leader or manager.* Understand which competencies and skills are required to be mastered to ensure personal development and performance.* Keep abreast of learning opportunities, changing products and trends.#Post#FNB#LI-AM1# # ***Job Details***# **Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.**07/10/25All appointments will be made in line with FirstRand 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.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via .
#J-18808-Ljbffr

Wealth Management Analyst page is loaded# Wealth Management Analystlocations: Johannesburgtime type: Full timeposted on: Posted Todaytime left to apply: End Date: October 7, 2025 (6 days left to apply)job requisition id: R35899# **Job Description**To provide appropriate administrative and implementation support to Wealth Managers through the execution of administrative duties as per agreed standard operating procedures To build and maintain relationships with clients, and collaborate with internal stakeholders and service providers* Control costs through awareness of impact of work and potential waste.* Manage own costs and expenses associated with role to enhance cost effectiveness* Identify and escalate potential risks which may lead to increased costs.* Adhere to standards and procedures to reduce costs* Identify process improvements in order to save costs* Adhere to predetermined operational costing within budgets in the execution of projects and work related expenditure.* Ensure that physical resources and equipment usage is managed in a manner that reduce financial loss and/or waste.* Manage internal stakeholders and adhere to relevant SLA agreements.* Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members* Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies.* Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.* Continuously strive to improve service delivery quality, productivity, turnaround time, availability, reliability and accuracy to avoid operational loss* Resolve client queries in accordance with operational goals and standards, and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.* Propose improvements on internal processes that impacts service levels and customer satisfaction within area of accountability.* Serve as first line of contact for clients and manage customer interactions.* Accurately administer, plan for and complete activities within area of work in an efficient, effective and timeous manner.* Adhere to schedules to effectively and timely perform assigned work.* Attend (and facilitate) meetings as and when required; maintain documentation and share information with the team.* Deliver work in an accurate manner to ensure consistent results within department.* Draw on own knowledge and experience to identify and develop solutions that leads to improved service delivery and quality.* Remain accountable for your own work (the exercise of judgement and discretion) in accordance with the organisational values and code of ethics* Comply with and adhere to identified governance and compliance standards and escalate problems for investigation and resolution.* Continuously identify and escalate risk.* Provide timeous reports on operations, performance and audit findings* Report on transactional activity progression within set guidelines to provide timely information for decision making in area of accountability* Plan and organise own tasks to make sure that performance objectives are met.* Identify effective activities to address own development gaps.* Create own development plan and review plan with team leader or manager.* Understand which competencies and skills are required to be mastered to ensure personal development and performance.* Keep abreast of learning opportunities, changing products and trends.#Post#FNB#LI-AM1# # ***Job Details***# **Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.**07/10/25All appointments will be made in line with FirstRand 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.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via .
#J-18808-Ljbffr

Wealth Management Analyst page is loaded# Wealth Management Analystlocations: Johannesburgtime type: Full timeposted on: Posted Todaytime left to apply: End Date: October 7, 2025 (6 days left to apply)job requisition id: R35899# **Job Description**To provide appropriate administrative and implementation support to Wealth Managers through the execution of administrative duties as per agreed standard operating procedures To build and maintain relationships with clients, and collaborate with internal stakeholders and service providers* Control costs through awareness of impact of work and potential waste.* Manage own costs and expenses associated with role to enhance cost effectiveness* Identify and escalate potential risks which may lead to increased costs.* Adhere to standards and procedures to reduce costs* Identify process improvements in order to save costs* Adhere to predetermined operational costing within budgets in the execution of projects and work related expenditure.* Ensure that physical resources and equipment usage is managed in a manner that reduce financial loss and/or waste.* Manage internal stakeholders and adhere to relevant SLA agreements.* Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members* Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies.* Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.* Continuously strive to improve service delivery quality, productivity, turnaround time, availability, reliability and accuracy to avoid operational loss* Resolve client queries in accordance with operational goals and standards, and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.* Propose improvements on internal processes that impacts service levels and customer satisfaction within area of accountability.* Serve as first line of contact for clients and manage customer interactions.* Accurately administer, plan for and complete activities within area of work in an efficient, effective and timeous manner.* Adhere to schedules to effectively and timely perform assigned work.* Attend (and facilitate) meetings as and when required; maintain documentation and share information with the team.* Deliver work in an accurate manner to ensure consistent results within department.* Draw on own knowledge and experience to identify and develop solutions that leads to improved service delivery and quality.* Remain accountable for your own work (the exercise of judgement and discretion) in accordance with the organisational values and code of ethics* Comply with and adhere to identified governance and compliance standards and escalate problems for investigation and resolution.* Continuously identify and escalate risk.* Provide timeous reports on operations, performance and audit findings* Report on transactional activity progression within set guidelines to provide timely information for decision making in area of accountability* Plan and organise own tasks to make sure that performance objectives are met.* Identify effective activities to address own development gaps.* Create own development plan and review plan with team leader or manager.* Understand which competencies and skills are required to be mastered to ensure personal development and performance.* Keep abreast of learning opportunities, changing products and trends.#Post#FNB#LI-AM1# # ***Job Details***# **Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.**07/10/25All appointments will be made in line with FirstRand 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.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via .
#J-18808-Ljbffr

Wealth Management Analyst page is loaded# Wealth Management Analystlocations: Johannesburgtime type: Full timeposted on: Posted Todaytime left to apply: End Date: October 7, 2025 (6 days left to apply)job requisition id: R35899# **Job Description**To provide appropriate administrative and implementation support to Wealth Managers through the execution of administrative duties as per agreed standard operating procedures To build and maintain relationships with clients, and collaborate with internal stakeholders and service providers* Control costs through awareness of impact of work and potential waste.* Manage own costs and expenses associated with role to enhance cost effectiveness* Identify and escalate potential risks which may lead to increased costs.* Adhere to standards and procedures to reduce costs* Identify process improvements in order to save costs* Adhere to predetermined operational costing within budgets in the execution of projects and work related expenditure.* Ensure that physical resources and equipment usage is managed in a manner that reduce financial loss and/or waste.* Manage internal stakeholders and adhere to relevant SLA agreements.* Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members* Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies.* Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.* Continuously strive to improve service delivery quality, productivity, turnaround time, availability, reliability and accuracy to avoid operational loss* Resolve client queries in accordance with operational goals and standards, and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.* Propose improvements on internal processes that impacts service levels and customer satisfaction within area of accountability.* Serve as first line of contact for clients and manage customer interactions.* Accurately administer, plan for and complete activities within area of work in an efficient, effective and timeous manner.* Adhere to schedules to effectively and timely perform assigned work.* Attend (and facilitate) meetings as and when required; maintain documentation and share information with the team.* Deliver work in an accurate manner to ensure consistent results within department.* Draw on own knowledge and experience to identify and develop solutions that leads to improved service delivery and quality.* Remain accountable for your own work (the exercise of judgement and discretion) in accordance with the organisational values and code of ethics* Comply with and adhere to identified governance and compliance standards and escalate problems for investigation and resolution.* Continuously identify and escalate risk.* Provide timeous reports on operations, performance and audit findings* Report on transactional activity progression within set guidelines to provide timely information for decision making in area of accountability* Plan and organise own tasks to make sure that performance objectives are met.* Identify effective activities to address own development gaps.* Create own development plan and review plan with team leader or manager.* Understand which competencies and skills are required to be mastered to ensure personal development and performance.* Keep abreast of learning opportunities, changing products and trends.#Post#FNB#LI-AM1# # ***Job Details***# **Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.**07/10/25All appointments will be made in line with FirstRand 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.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via .
#J-18808-Ljbffr