Wealth Portfolio Growth Manager

Wesbank; George; On-site; ZAR 603,000 - 804,000; Full time

Job summary

Wesbank, part of the FirstRand Group, seeks an Investment Portfolio Manager in George to support client investments under guidance. You will conduct research, foster internal and external relationships, and actively build a pipeline to drive client acquisition and asset growth.

You will also focus on expanding existing client relationships, identifying cross-selling opportunities, and delivering against revenue targets while upholding service quality and regulatory compliance.

Qualifications

• Relevant investment, finance or wealth management qualification.
• Proven track record in sales and business development within wealth management or related financial services.

Responsibilities

• Conduct research to uncover investment-related insights.
• Develop, encourage and nurture collaborative relationships within FNB and across the FRG.
• Continuously build and manage 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 to deepen client relationships.
• Consistently deliver against sales targets and asset growth while maintaining high service standards.

Skills

Relationship management

Networking

Business development

Sales targets

Education

Relevant investment/finance/wealth management qualification

Job description

Wesbank, part of the FirstRand Group, seeks an Investment Portfolio Manager in George to support client investments under guidance. You will conduct research, foster internal and external relationships, and actively build a pipeline to drive client acquisition and asset growth.

You will also focus on expanding existing client relationships, identifying cross-selling opportunities, and delivering against revenue targets while upholding service quality and regulatory compliance.