Purpose of the Role:
Deliver superior investment advice; performance and service relative to applicable benchmarks through the application of research generated ideas to a client portfolios that ensures sustainable annuity income and income growth for the Bank.
Duties and Responsibilities:
• Contribute to a culture conducive to the achievement of transformation goals by participating in Culture building initiatives (e.g. staff surveys etc).
• Participate and support corporate responsibility initiatives for the achievement of business strategy
• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to the company
• Participate in the Regional Investment Strategy Committee meeting- take the regional view to the National Strategic forum; put forward the investment views with regard to asset allocation and buying / selling shares and other financial instruments and agree consensus
• Apply consensus decisions taken at national strategy committee to individual client portfolios where applicable by transacting on them
• Ongoing review of client portfolios through checking against performance; benchmark and client requirements
• Provide considered changes to client portfolios within the framework of a clients needs and objectives through transacting in financial instruments
• Ensure that all considered changes are in accordance with the house view as determined by Stratcomm through execution in order to achieve superior performance relative to applicable benchmarks
• Identify training courses and career progression for self through input and feedback from management
• Ensure all personal development plan activities are completed within specified timeframe
• Share knowledge and industry trends with team and stakeholders during formal and informal interaction
• Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations
• Mentoring of portfolio managers Support the client relationship manager/ wealth manager by presenting to clients on the status of their portfolio
• Build professional relationships through participating in client/ Bank functions
• Provide Non discretionary clients with investment recommendations and opinions through discussions or in writing and act upon it should the client be in agreement
• Resolve investment issues raised by the client by examining their concerns and reporting back
• Resolve investment issues raised by the client by examining their concerns and reporting back

Qualifications:
• Matric / Grade 12 / National Senior Certificate
• Professional Qualifications/Honour’s Degree
• Chartered Financial Advisor (CFA), Honours degree in Finance (preferred)
Type of Exposure:
• Built a high performance culture
• Built and maintained stakeholder relationships
• Delivered compliance risk management programmes and advice
• Developed and Implemented Communications Strategy
• Executed Workforce Planning Deliverables
• Improved Processes and Culture
• Managed Transformation and Innovation Results
• Managed Leadership & Learning Results
• Managed Process Results
• Managed Self and Team
• Managed budget
• Managed Governance
• Managed Relationships
• Supported Transformation, Change and continued Improvement
• Provided operational support for Governance, Compliance and risk based assurance
Technical / Professional Knowledge:
• Banking knowledge
• Banking procedures
• Business Acumen
• Business principles
• Business terms and definitions
• Business writing
• Communication Strategies
• 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
• Research methodology
• Decision-making process
• Cluster Specific Operational Knowledge
Behavioural Competencies:
• Applied Learning
• Building Customer Loyalty
• Communication
• Collaborating
• Decision Making
• Managing Work
• Technical/Professional Knowledge and Skills