Investment Portfolio Manager

FirstRand Limited; Cape Town; On-site; ZAR 520,000 - 760,000; Full time

Job summary

FirstRand Group Wealth and Investments is seeking a proactive, client-focused professional to help manage client investments and align with mandates within a regulated framework.

You will build relationships, generate new business, grow assets under management and strive to meet sales targets while delivering high-quality service in a collaborative environment.

The role offers development opportunities and a clear pathway to contribute to sustainable growth within the group.

Qualifications

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

Responsibilities

• Conduct research to uncover investment-related insights.
• Develop and nurture collaborative relationships within FNB and FRG.
• Build and maintain a pipeline of prospective clients to support growth.
• Identify cross-selling opportunities within existing client base to deepen relationships.
• Aim to meet or exceed sales targets for assets under management.

Skills

Relationship management

Business development

Sales target achievement

Networking

Cross-selling

Education

Wealth management or financial 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.

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.

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.

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 fulfill 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.