Wealth Portfolio Growth Manager

FirstRand Limited; George; On-site; ZAR 558,000 - 725,000; Full time

Benefits offered by this job

Opportunities to network and collabror

Challenging working environment

Opportunities to innovate

Job summary

FirstRand Limited seeks an Investment Portfolio Manager-1 to support wealth and investments by researching investment opportunities and building strong client relationships. You will proactively grow assets under management and pursue new business through networking and referrals, while maintaining high service standards.

The role emphasizes cross-selling, relationship management, and revenue growth within a collaborative FRG environment.

Qualifications

• Relevant investment, finance or wealth management qualification is required.
• Proven track record in acquiring new clients and growing assets under management.
• Strong networking capabilities and ability to cross-sell within client base.

Responsibilities

• Conduct research to uncover investment-related insights.
• Develop and nurture collaborative relationships within FNB and across the FRG.
• Build and maintain a robust pipeline of prospective clients to support sustainable growth.
• Identify cross-selling opportunities within existing client base to deepen relationships.
• Deliver against sales, revenue and asset growth targets.

Skills

Sales experience

Business development

Relationship management

Networking

Cross-selling

Education

Investment/finance/wealth management qualification

Job description

FirstRand Limited seeks an Investment Portfolio Manager-1 to support wealth and investments by researching investment opportunities and building strong client relationships. You will proactively grow assets under management and pursue new business through networking and referrals, while maintaining high service standards.

The role emphasizes cross-selling, relationship management, and revenue growth within a collaborative FRG environment.