Investment Portfolio Manager
Core
Manage client investments under agreed mandates, conduct research, and drive business growth through client acquisition and cross-selling.
Role type
Investment Portfolio Manager (Sales & Business Development focus)
Builds
Client portfolios and revenue streams for FNB Wealth and Investments
Domain
Financial Services / Wealth Management
Required skills
Investment/finance/wealth management qualifications, sales and business development, client acquisition, asset growth, cross-selling, relationship management, networking, regulatory compliance (FAIS)
Preferred skills
Thought leadership, innovative practice solutions, budget management, revenue growth strategies
Technologies
N/A
Responsibilities
Conduct research to uncover investment-related insights, develop collaborative relationships within FNB and/or across the FRG, proactively acquire new clients through networking and business development, identify cross-selling opportunities within an existing client base, consistently deliver against agreed sales, revenue and asset growth targets
Seniority
Mid-Senior, hands-on IC