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

Job Description To work under supervision to manage Investments on behalf of clients expectation linked to agreed mandate. Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of the people that make it happen. As part of our team in Wealth and Investments, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Job 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.

Ideal Candidate Characteristics

• Establish mutually beneficial relationships with stakeholders that support thought leadership, innovative and integrated practice solutions.
• Deliver internal and external customer service excellence through adherence to quality service standards.
• Contribute to the development of a budget aligned to operational delivery plans, monitor effectiveness and report on variances.
• Identify and implement opportunities for revenue growth in order to deliver on sales targets.
• Demonstrate a strong track record of business development, client acquisition and portfolio growth.
• Effectively retain, manage and expand existing client relationships.
• Generate new business opportunities through professional networks, referrals and internal partnerships across the FirstRand Group.

Minimum Requirements

• Relevant investment, finance or wealth management qualification.
• Compliance with applicable regulatory and FAIS requirements.
• Previous sales and business development experience within a 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.

Benefits and Opportunities

• Opportunities to network and collaborate.
• A challenging working environment.
• Opportunities to innovate.

Candidate Profile

• Adaptable and curious.
• Analyse complex data sets.
• Thrive in a collaborative environment.
• Commercially minded with a passion for business development and revenue growth.
• Driven to acquire new clients and build lasting client relationships.

Important Closing Date Note Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 23/10/26

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. In order for us to fulfil 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.

FirstRand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India. Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), FirstRand Limited is the largest financial institution by market capitalisation in Africa. The group follows a multi‑branding approach. Its portfolio of financial services businesses includes FNB, RMB, WesBank, Ashburton Investments, Aldermore, MotoNovo and DirectAxis. Many are leaders in their respective segments and markets, offering transactional, lending, investment and insurance products and services The FirstRand Corporate Centre houses many of the critical functions required by a large and complex financial services group. The group’s track record of delivering superior returns to shareholders has been achieved through a combination of organic growth, acquisitions, innovation and the creation of completely new businesses. The group’s purpose of delivering Shared Prosperity provides many opportunities for employees to innovate to address social and environmental challenges in our markets. All of our businesses have successful Volunteering programmes which also allow employees to adopt and support causes close to their hearts.