Wealth Portfolio Growth Strategist

RMB; Cape Town; On-site; ZAR 49,000 - 60,000; Full time

Benefits offered by this job

Networking opportunities

Challenging environment

Opportunities to innovate

Job summary

FirstRand Group's Wealth and Investments team in Cape Town seeks an Investment Portfolio Manager to supervise client investments and align with client mandates. You’ll drive new business through referrals and networking, while nurturing strong relationships across the FRG to deliver asset growth and revenue targets.

The role emphasizes research-driven investment insights, collaboration, and strategic growth within a dynamic wealth management environment.

Qualifications

• Minimum relevant investment, finance or wealth management qualification.
• Proven track record in acquiring new clients and growing assets under management.
• Experience in wealth management, investments, stockbroking or private banking.
• Strong relationship management and networking capabilities.

Responsibilities

• Conduct research to uncover investment-related insights.
• Develop, encourage and nurture collaborative relationships within FNB and across the FRG.
• Continuously assess own performance and seek feedback and training.
• Proactively acquire new clients through networking, referrals and business development initiatives.
• Build and maintain a robust pipeline of prospective clients for sustainable growth.
• Identify cross-selling opportunities within an existing client base to deepen relationships.
• Deliver against sales, revenue and asset growth targets.

Skills

Relationship management

Business development

Sales targets

Client acquisition

Portfolio growth

Networking

Education

Relevant investment/finance/wealth management qualification

Job description

FirstRand Group's Wealth and Investments team in Cape Town seeks an Investment Portfolio Manager to supervise client investments and align with client mandates. You’ll drive new business through referrals and networking, while nurturing strong relationships across the FRG to deliver asset growth and revenue targets.

The role emphasizes research-driven investment insights, collaboration, and strategic growth within a dynamic wealth management environment.