Wealth Manager

FNB South Africa; Bellville; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player is seeking a skilled financial services advisor to provide expert investment and estate planning advice to high-income clients. In this dynamic role, you will leverage your expertise to formulate tailored financial proposals, achieve sales targets, and maintain high-quality advice in line with the company's investment philosophy. Collaborating with diverse stakeholders, you'll build lasting relationships while ensuring compliance with relevant regulations. This is a unique opportunity to thrive in a supportive environment that values innovation and adaptability, making a significant impact in clients' financial journeys.

Qualifications

• 3-5 years experience as a Wealth Manager with high-income clients.
• Expert knowledge on FirstRand approved products and compliance.

Responsibilities

• Formulate financial proposals and achieve sales targets.
• Review and analyze clients' financial plans regularly.

Skills

Investment Planning

Estate Planning

Sales Target Achievement

Financial Analysis

Customer Relationship Management

Education

Degree in Investment

Degree in Economics

Certified Financial Planner

Tools

Financial Planning Software

Job description

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.

FNB Introduction

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

As part of our Private Banking and Advisory Team, you will be surrounded by unique talent, 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

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 and in line with FNB’s investment philosophy and product approved matrix.
7. Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
8. Achieve gross production target as indicated in scorecard.
9. Inform and educate customers on products and services to ensure retention of existing customers; increase sales revenue and increase the organisation's customer base.
10. Advise on and provide support to ensure the effective resolution of customer queries in order to ensure customer satisfaction and retention.
11. Analyse financial information obtained from clients to develop a financial plan or proposal using the correct tools.
12. Accumulate information to review work progress that provides input to reporting, decision making, and the identification of improvement opportunities.
13. Take all necessary actions to ensure compliance with relevant statutory, legislative, policy, and governance requirements in area of accountability.
14. Maintain expert knowledge on relevant legislative amendments, industry best practices, and FNB’s internal compliance procedures and requirements.
15. Ensure compliance is adopted in terms of systems and procedures as laid out by FNB.
16. Implement and provide input into the development of governance and compliance procedures and processes within area of specialisation and identify risks.
17. Ensure optimal usage and protection of business assets.
18. Maintain expert knowledge on all FirstRand approved products, application procedures, processing, and timelines to drive and achieve relevant sales targets.
19. Engage in cross-functional activities.
20. Collaborate across boundaries and find common ground with a widening range of stakeholders.
21. Maintain and build relationships for purposes of expectation management, knowledge sharing, and integration.

You Will Be An Ideal Candidate If You

1. Have a relevant Degree in Investment or Economics.
2. Completed Certified Financial Planner preferred.
3. Have 3 to 5 years’ experience as a Wealth Manager with sales and advisory experience with high-income clients.
4. Candidates with FAIS experience in categories such as Long-Term Insurance, Retail Pension Benefits, Shares, Money Market Instruments, Bonds, Participatory Interests in CIS, Forex Investments, Long-term and Short-term Deposits, Structured Deposits, and Hedge Funds will be given preference.

Requirements

Additional Requirements

In accordance with the National Credit Act (NCA), candidates applying for this role will require a credit record check.

Job Details

Please note that applications will not be accepted on or after 30/05/25. Submit your application before the deadline.

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. Candidates can disclose their disability information voluntarily. This information will be kept confidential unless required by law.