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.

About the Role

The primary focus of this position is to manage investment portfolios on behalf of clients, ensuring alignment with agreed mandates and client expectations. Reporting to a supervisor, you will be instrumental in nurturing and growing client assets. This role is embedded within a dynamic team environment, where you will contribute to the broader objectives of FNB Wealth and Investments. The role demands a proactive approach to client acquisition and management, with a strong emphasis on delivering exceptional service and achieving growth targets.

As an Investment Portfolio Manager at FNB, your responsibilities will encompass a range of critical functions designed to support client success and business growth:

• Conduct in-depth research to identify valuable investment insights and opportunities.
• Foster and maintain strong, collaborative relationships both internally within FNB and potentially across the wider FirstRand Group.
• Continuously evaluate your own performance, actively seeking feedback and identifying areas for professional development and training.
• Dedicate yourself to providing optimal service delivery, consistently aiming to exceed client expectations through process improvement.
• Proactively engage in client acquisition through strategic networking, leveraging referrals, and implementing effective business development initiatives.
• Cultivate and maintain a robust pipeline of prospective clients to ensure sustainable business expansion.
• Identify opportunities for cross-selling within the existing client base and utilise the comprehensive offerings of Wealth and Investments to deepen client relationships.
• Consistently meet and surpass agreed-upon 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 on variances.
• Identify and implement strategies for revenue enhancement to achieve sales objectives.

What They're Looking For

FNB is looking for a candidate who can demonstrate a proven history of success in client acquisition, portfolio growth, and relationship management. The ideal candidate will possess a strong commercial mindset and a genuine passion for business development. Key requirements include:

• A relevant qualification in investments, finance, or wealth management.
• Full compliance with applicable regulatory requirements, including FAIS.
• Non-negotiable previous experience in sales and business development within the wealth management, investment, stockbroking, private banking, or broader financial services sectors.
• A demonstrable track record of successfully acquiring new clients, growing assets under management, and achieving sales targets.
• Experience in identifying and capitalising on cross-selling opportunities within an existing client base.
• Strong capabilities in relationship management and professional networking.
• An adaptable and curious nature, with the ability to analyse complex datasets.
• A capacity to thrive in a collaborative and dynamic work environment.
• A driven personality with a keen interest in client acquisition and building enduring client relationships.

This role provides access to opportunities for professional networking and collaboration, within a challenging and innovative work setting. FNB is committed to employment equity and supports the recruitment and advancement of individuals with disabilities, encouraging voluntary disclosure of disability information.

In South Africa, roles like this often command competitive salaries, reflecting the specialised skills and responsibilities involved. Typical employers include major banking groups, independent wealth management firms, and investment houses. Career progression can lead to senior portfolio management, head of department roles, or even broader leadership positions within the financial services sector.

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.