Strategic Investment Portfolio Manager

Wesbank; Cape Town; Sur place; ZAR 554 000 - 663 000; Plein temps

Avantages offerts par ce poste

None

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Relationship building

Sales targets

Business development

Client acquisition

Formation

Investment/finance/wealth management qualification

Description du poste

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.