Wealth Portfolio Growth Manager

FirstRand Limited; Cape Town; Presencial; ZAR 520 000 - 760 000; Tempo integral

Resumo da oferta

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.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Relationship management

Business development

Sales target achievement

Networking

Cross-selling

Formação académica

Wealth management or financial qualification

Descrição da oferta de emprego

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.