Wealth Investment Portfolio Growth Manager

RMB Nigeria Limited; Cape Town; On-site; ZAR 700,000 - 1,100,000; Full time

Job summary

First National Bank (FNB) Wealth and Investments in Cape Town seeks an Investment Portfolio Manager to oversee client investment mandates, conduct research, and deliver tailored investment solutions. You will develop relationships, build a robust pipeline, and drive client growth while ensuring compliance and service excellence.

The role focuses on cross-selling opportunities, revenue growth, and managing diverse client portfolios within a dynamic, collaborative team environment.

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.

Responsibilities

• 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 wealth and investments value proposition.
• Consistently deliver against sales targets and revenue growth objectives.
• Develop and nurture relationships with stakeholders to support thought leadership and integrated solutions.

Skills

Business development

Relationship management

Networking

Sales targets

Education

Wealth management qualification

FAIS compliance knowledge

Job description

First National Bank (FNB) Wealth and Investments in Cape Town seeks an Investment Portfolio Manager to oversee client investment mandates, conduct research, and deliver tailored investment solutions. You will develop relationships, build a robust pipeline, and drive client growth while ensuring compliance and service excellence.

The role focuses on cross-selling opportunities, revenue growth, and managing diverse client portfolios within a dynamic, collaborative team environment.