Tuesday , February 27 2024

FNB Learnership 2023 – Investments Employee Benefits Specialist

Website FNB South Africa

Job Description:

To build First Rand’s Employee Benefits capability by providing guidance and support on employee investment strategies and policies to clients.

Job Responsibilities:

  • Educate clients on investment products, to facilitate conversations about various employee investment benefits
  • Deliver internal and external customer service excellence through adherence to quality service standards
  • Lead engagements with the board of trustees, on investment risks and strategies
  • Compile reports that track progress and guide business to make informed decisions
  • Control expenditure and identify process improvements to contain and reduce costs
  • Provide input into the development of the tactical strategy, and develop and implement a supporting operational strategy
  • Ensure regulatory compliance to the Investment Policy statement, that govern the requirements between clients and the investment specialists
  • Participate in planned activities that are appropriate for own development
  • Develop, encourage and nurture collaborative relationships across area of specialization
  • Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
  • Provide input into the budget and manage and report on budget usage that reflects delivery of planned work within agreed parameters

Job Requirements:

  • Investment consulting to large pension fund boards
  • Additional Knowledge – Umbrella funds specific to employee benefits
  • Complex Product Providers, Umbrella Boards, Sponsor and Trustee relationships
  • Formulation of IPS (investment policy statements) and ongoing reviews

Qualification & Experience:

  • Minimum Qualification – Degree in Investments or Economics and Certified Financial Planner or Chartered Financial Analyst designation
  • Experience – 3 to 5 years’ experience in a wealth management or investment product environment

Job Details:

Company: FNB South Africa

Vacancy Type: Full Time

Job Location: Cape Town, Western Cape, South Africa

Application Deadline: N/A

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