Investment Portfolio Manager

Job Description

To drive the development of the Wealth and Investments business by providing support to internal distribution, IFAs and their own network.

To manage private client full discretion and non-discretion bespoke portfolios.

Hello Future Investment Portfolio Manager

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

As part of our team in FNB Wealth and Investments, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Are you someone who can:

• Contribute to the development of a budget aligned to operational delivery plans, monitor effectiveness, and report on variances
• Identify and implement on opportunities for revenue growth in order to deliver on sales targets
• Continuously focus on providing optimal services and improving service delivery processes to meet or exceed customer expectations
• Deliver internal and external customer service excellence through adherence to quality service standards
• Establish mutually beneficial relationships with stakeholders, that support thought leadership, innovative and integrated practice solutions
• Build and maintain strategic relationships with internal and external parties to enable the business development strategy Build relationships with Wealth Managers and Independent Financial Advisors who will be introducing new clients to the Wealth and Investments business

You will be an ideal candidate if you can:

• Provide insights to clients on information on investment decisions
• Conduct competitor analysis and innovate on new value propositions which align with the various client segments
• Engage research companies to gather information to make informed financial recommendations and decisions
• Monitor and record key industry trends that can impact on the current and future offering
• Improve business decisions by providing accurate and reliable business intelligence derived from analysing trends and data
• Assess and interpret complicated financial information
• Engage with the research analytics and economists' team to build financial models
• Meet with investment analysts and company managers to discuss financial matters
• Implement the Wealth and Investments house view to the client’s portfolio and make changes as and when required Develop differentiated service models for the relevant client segments Explore business development opportunities and contribute to the expansion of AUM
• Identify new revenue opportunities through effective portfolio analysis

You will have access to:

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

We can be a match if you:

• Have a completed BCom Degree
• Have obtained your RE, FAIS, DOFA and Class of Business certification
• Contribute or input towards Investment Philosophy and stock selection
• Share market knowledge and add additional value to the Wealth Managers upon site visits
• Provide insight in order to ensure retention of clients by ensuring the timely review of portfolio investments
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
• Develop, encourage and nurture collaborative relationships across the FRG

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 fulfill 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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Job Details

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

11/03/26