Investment Portfolio Manager-1

RMB; George; On-site; ZAR 480,000 - 720,000; Full time

Job summary

FNB Wealth and Investments in George (Cape Town) seeks a dynamic professional to manage client investments, build a robust pipeline and drive business development. You will cultivate stakeholder relationships, deliver excellent service and contribute to revenue growth.

Ideal candidates hold an investment/wealth management qualification, with proven sales and client acquisition experience in wealth management, stockbroking or private banking, and strong networking capabilities across the

Qualifications

• Relevant investment, finance or wealth management qualification.
• Compliance with applicable regulatory and FAIS requirements.
• Proven track record of acquiring new clients and growing assets under management.
• Experience identifying cross-selling opportunities within an existing client base.

Responsibilities

• Conduct research to uncover investment-related insights and opportunities.
• Develop and nurture relationships within FNB Wealth and Investments and across the FRG.
• Build and maintain a robust pipeline of prospective clients to support sustainable growth.
• Identify cross-selling opportunities and contribute to revenue growth while achieving sales targets.

Skills

Client acquisition

Relationship management

Networking

Business development

Education

Investment/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. **Location: George (Cape Town)** **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!