Wealth Manager (George)

FNB South Africa; George; On-site; ZAR 350 000 - 500 000; Full time

Job summary

A leading financial services firm in George is seeking a full financial services advisor to provide expert investment and estate planning advice to high-income clients. The ideal candidate will have a relevant degree and experience in wealth management, focusing on achieving sales targets and maintaining high-quality client relationships. This role involves regular financial plan reviews and compliance with industry standards.

Qualifications

• 3 to 5 years of experience as a Wealth Manager.
• FAIS experience preferred.

Responsibilities

• Provide financial services advice to high-income clients.
• Achieve sales targets and advise on investment products.
• Review and analyze clients' financial plans regularly.

Skills

Sales

Investment Planning

Financial Analysis

Education

Relevant Degree in Investment or Economics

Job description

Job Location : Western Cape, George
Deadline : June 08, 2025

Job Description

To serve as a full financial services advisor by providing appropriate savings, investment, and estate planning advice, expertise, and support to high-income clients, with a focus on investments.

Are you someone who can :

1. Formulate proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.
2. Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand approved investment and risk products.
3. Investigate available investment opportunities to determine compatibility with client financial plans.
4. Review clients' financial plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
5. Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
6. Ensure that the quality of advice remains high and consistent, aligned with RMB’s investment philosophy and product approved matrix.
7. Contribute to maintaining a competitive edge through external networking, benchmarking, and representation on related forums.
8. Achieve gross production targets as indicated in the scorecard.
9. Inform and educate customers on products and services to ensure retention of existing customers, increase sales revenue, and grow the organization’s customer base.
10. Advise on and support the effective resolution of customer queries to ensure satisfaction and retention.
11. Analyze financial information obtained from clients to develop financial plans or proposals using appropriate tools.
12. Gather information to review work progress, providing input for reporting, decision-making, and identifying improvement opportunities.
13. Take necessary actions to ensure compliance with relevant statutory, legislative, policy, and governance requirements.
14. Maintain expert knowledge on relevant legislative amendments, industry best practices, and internal compliance procedures.
15. Ensure compliance in systems and procedures as laid out by RMB.
16. Implement and contribute to the development of governance and compliance procedures within your area of specialization, and identify risks.
17. Ensure optimal usage and protection of business assets.
18. Maintain expert knowledge on all FirstRand approved products, application procedures, processing timelines, to drive sales targets.
19. Engage in cross-functional activities and collaborate across boundaries with stakeholders.
20. Build and maintain relationships for expectation management, knowledge sharing, and integration.

You will be an ideal candidate if you :

1. Hold a relevant Degree in Investment or Economics.
2. Have 3 to 5 years of experience as a Wealth Manager with sales and advisory experience with high-income clients.
3. Possess FAIS experience; candidates with experience in Sales, Retail, or Business Development will be preferred.