Growth-Oriented Investment Portfolio Manager

FNB Stockbroking and Portfolio Management (Pty) Ltd; Cape Town; On-site; ZAR 650,000 - 850,000; Full time

Job summary

FNB Stockbroking and Portfolio Management (Pty) Ltd in South Africa seeks a Wealth Management Sales Specialist to manage client investments under supervision and grow assets under management within an agreed mandate.

You'll build strong relationships across the FirstRand Group, source new clients, and drive revenue growth through cross-selling while maintaining service excellence and regulatory compliance. This role offers a collaborative, growth-oriented environment.

Qualifications

• Relevant investment, finance or wealth management qualification.
• Compliance with FAIS regulatory requirements.
• Previous sales and business development experience in wealth management, investments, stockbroking, private banking or financial services environment is non-negotiable.
• Proven track record of acquiring new clients, growing assets under management and achieving sales targets.
• Experience identifying and executing cross‑selling opportunities within an existing client base.
• Strong relationship management and networking capabilities.

Responsibilities

• Conduct research to uncover investment-related insights.
• Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG.
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
• Continuously focus on providing optimal services and improving service delivery processes to meet or exceed customer expectations.
• Proactively acquire new clients through networking, referrals, business development initiatives and relationship-building activities.
• Build and maintain a robust pipeline of prospective clients to support sustainable business growth.
• Identify cross-selling opportunities within an existing client base and leverage the broader Wealth and Investments value proposition to deepen client relationships.
• Consistently deliver against agreed sales, revenue and asset growth targets.

Education

Relevant investment, finance or wealth management qualification

Job description

FNB Stockbroking and Portfolio Management (Pty) Ltd in South Africa seeks a Wealth Management Sales Specialist to manage client investments under supervision and grow assets under management within an agreed mandate.

You'll build strong relationships across the FirstRand Group, source new clients, and drive revenue growth through cross-selling while maintaining service excellence and regulatory compliance. This role offers a collaborative, growth-oriented environment.