FNB, a prominent financial institution in South Africa, is seeking a dedicated Investment Portfolio Manager to join their Wealth and Investments division in George. This role offers an exciting opportunity to contribute to a dynamic team within an organisation that prides itself on its adaptability and innovation, often referred to as the home of the #changeables.

The core of this position involves managing investment portfolios on behalf of clients, ensuring that client expectations are met and aligned with agreed mandates. It requires a proactive approach to business development, client acquisition, and the nurturing of relationships, both within FNB and across the broader FirstRand Group.

About the Role

As an Investment Portfolio Manager at FNB, you will operate under supervision, leveraging your expertise to manage client investments effectively. This involves conducting thorough research to identify investment opportunities and generate actionable insights. A key aspect of the role is fostering and maintaining strong, collaborative relationships with internal and external stakeholders. This collaborative spirit is essential for driving integrated solutions and thought leadership within the wealth management space.

The position demands a continuous focus on service excellence. You will be expected to consistently assess your own performance, actively seek feedback, and identify areas for professional development and training. The aim is to not only meet but exceed client expectations by optimising service delivery processes.

The responsibilities of the Investment Portfolio Manager are multifaceted, encompassing both client-facing and analytical duties.

• **Client Acquisition and Growth:**
• Proactively identify and engage prospective clients through networking, referrals, and strategic business development initiatives.
• Build and maintain a robust pipeline of potential clients to ensure sustainable business growth.
• Develop and nurture mutually beneficial relationships with clients, understanding their financial goals and risk appetites.
• **Portfolio Management and Development:**
• Manage investment portfolios in accordance with client mandates and agreed-upon strategies.
• Conduct in-depth research to uncover investment-related insights and inform portfolio decisions.
• Identify cross-selling opportunities within the existing client base, leveraging the comprehensive offerings of FNB Wealth and Investments to deepen client relationships.
• Continuously monitor portfolio performance and make adjustments as necessary to meet or exceed sales, revenue, and asset growth targets.
• **Collaboration and Service Excellence:**
• Foster collaborative relationships with colleagues within FNB and across the FirstRand Group to enhance service delivery and identify new opportunities.
• Deliver exceptional internal and external customer service by adhering to stringent quality standards.
• Contribute to financial planning by assisting with budget development aligned with operational plans, monitoring effectiveness, and reporting on variances.
• Identify and implement strategies for revenue growth to consistently achieve sales targets.

What They're Looking For

FNB is seeking a candidate with a proven track record in wealth management and a deep understanding of investment principles. The ideal candidate will possess strong business development acumen and a passion for client relationship management.

**Minimum Requirements:**

• A relevant qualification in investments, finance, or wealth management.
• Compliance with all applicable regulatory requirements, including FAIS (Financial Advisory and Intermediary Services Act).
• Non-negotiable experience in sales and business development within the wealth management, investments, stockbroking, private banking, or broader financial services sector.
• A demonstrable history of successfully acquiring new clients, growing assets under management, and achieving sales targets.
• Experience in identifying and capitalising on cross-selling opportunities within an established client base.
• Excellent relationship management and networking capabilities.

**Personal Attributes:**

• Adaptability and a curious mindset, essential for navigating the ever-changing financial landscape.
• The ability to analyse complex data sets to inform investment decisions and business strategies.
• A collaborative spirit, thriving in a team-oriented environment.
• A strong commercial orientation, driven by business development and revenue growth.
• A genuine desire to acquire new clients and build enduring, trust-based relationships.

This role offers access to opportunities for professional networking, collaboration, and innovation within a challenging yet rewarding environment.

In South Africa, roles like Investment Portfolio Manager often command competitive salaries, with remuneration packages typically reflecting the candidate's experience, qualifications, and the size and complexity of the portfolios managed. Common employers include major banking groups like FNB, as well as independent wealth management firms and investment houses. The career path generally involves progression from junior advisory roles to more senior portfolio management positions, potentially leading to team leadership or specialised investment strategy roles.

Minimum Requirements

• Relevant investment, finance or wealth management qualification.
• Compliance with applicable regulatory and FAIS requirements.
• Previous sales and business development experience within a wealth management, investments, stockbroking, private banking or financial services environment is non-negotiable.
• Proven track record of acquiring new clients, growing assets under management and achieving sales targets.
• Experience identifying and executing cross-selling opportunities within an existing client base.
• Strong relationship management and networking capabilities.

You will have access to:

• Opportunities to network and collaborate.
• A challenging working environment.
• Opportunities to innovate.

We can be a match if you are:

• Adaptable and curious.
• Analyse complex data sets.
• Thrive in a collaborative environment.
• Commercially minded with a passion for business development and revenue growth.
• Driven to acquire new clients and build lasting client relationships.

Apply now if you are interested in taking the next step. We look forward to engaging with you!

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfil this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

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Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.