Manager Investments Wealth (FAIS)

Manage and grow a portfolio of high net worth clients, trusts, investment holding companies and businesses, servicing their local and offshore investment and fiduciary needs. Formulate tactical strategy and associated delivery plans related to single practice areas. Ensure proactive integration and operational tactical enhancement.

• Ensure appropriate management of respective portfolios that includes but not limited to client visits and engagement, portfolio performance management, reporting and executing of client requirements
• Agree financial targets/new business targets and set out tactical plans to achieve this on an annual basis
• Ensure that portfolio meets the required risk management standards
• Coach, mentor and manage team members toward driving business objectives and ensuring colleague development

• Bachelor’s Degrees and Advanced Diplomas: Business, Commerce and Management Studies (Required)