Investment Portfolio Manager

About the role

FNB, a prominent financial services institution in South Africa, is seeking an Investment Portfolio Manager to join their Wealth and Investments division in Cape Town. This role offers an exciting opportunity to work within an organisation that prides itself on its adaptability and innovative approach, fostering an environment where curiosity and expert collaboration drive meaningful change.

Key responsibilities

• Conduct in-depth research to identify valuable investment insights and opportunities.
• Foster and maintain strong, collaborative relationships both internally within FNB and across the wider FirstRand Group.
• Continuously evaluate personal performance, seeking feedback and professional development.
• Provide optimal service delivery, aiming to exceed client expectations through process improvement.
• Proactively engage in client acquisition through strategic networking, referrals, and business development initiatives.
• Cultivate and maintain a robust pipeline of prospective clients for sustainable business expansion.
• Identify cross‑selling opportunities within the existing client base and leverage Wealth and Investments offerings.
• Consistently meet and surpass targets for sales, revenue generation, and asset growth.
• Establish and nurture mutually beneficial relationships with stakeholders, championing thought leadership and integrated financial solutions.
• Contribute to budget development aligned with operational plans, monitoring effectiveness and reporting variances.
• Identify and implement strategies for revenue enhancement to achieve sales objectives.

Required profile

• Relevant qualification in investments, finance, or wealth management.
• Full compliance with applicable regulatory requirements, including FAIS.
• Previous experience in sales and business development within wealth management, investment, stockbroking, private banking, or broader financial services sectors.
• Demonstrable track record of acquiring new clients, growing assets under management, and achieving sales targets.
• Experience identifying and capitalising on cross‑selling opportunities within an existing client base.
• Strong capabilities in relationship management and professional networking.
• Adaptable and curious nature with ability to analyse complex datasets.
• Capacity to thrive in a collaborative and dynamic work environment.
• Driven personality with a keen interest in client acquisition and building enduring client relationships.