Investment Portfolio Manager

Wesbank; Cape Town; On-site; ZAR 554,000 - 663,000; Full time

Benefits offered by this job

None

Job summary

WesBank in Cape Town seeks an Investment Portfolio Manager to manage client investments and deliver consistent growth. You will conduct research, develop client relationships, and provide insights to optimize portfolios.

The role emphasizes new business development, cross-selling within existing clients, and meeting revenue targets while maintaining FAIS standards in a collaborative, client-focused environment.

Qualifications

• Relevant investment, finance or wealth management qualification.
• Compliance with applicable regulatory and FAIS requirements.
• Proven track record in client acquisition and asset growth.

Responsibilities

• Develop and nurture relationships to provide optimal investment services.
• Proactively acquire new clients and build a robust pipeline.
• Identify cross-selling opportunities within an existing client base.
• Deliver on sales, revenue and asset growth targets.

Skills

Relationship building

Sales targets

Business development

Client acquisition

Education

Investment/finance/wealth management qualification

Job description

## Investment Portfolio ManagerApply: Cape Town: Full time: Posted Today: End Date: October 23, 2026 (6 days left to apply): R54506# **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. **Are you someone who can:*** 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. **You will be an ideal candidate if you can:*** 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. **You will have access to:*** Opportunities to network and collaborate.* A challenging working environment.* Opportunities to innovate. **We can be a match if you are:*** 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.Apply now if you are interested in taking the next step. We look forward to engaging with you!