Hybrid Wealth Manager — Private Client Advisory

FNB South Africa; Limpopo; Hybrid; ZAR 850,000 - 1,150,000; Full time

Benefits offered by this job

Hybrid working environment

Professional development opportunities

Employee wellbeing program

Job summary

FNB South Africa is seeking a Wealth Manager to deliver education and tailored wealth solutions to Private Wealth clients. You will drive VSI targets, inform clients about products, and develop financial plans with investment and risk strategies.

Role requires CAT 1 licenses with supervision; CAT 2 an advantage. Enjoy a hybrid working environment and opportunities for professional development within the Private Wealth and Advisory Team.

Qualifications

• Relevant FSCA approved degree in Finance, Investment, Economics, or a related field.
• Managerial level experience delivering custom wealth solutions to clients.
• Proven track record achieving advisory sales and production targets.

Responsibilities

• Achieving predetermined sales targets across the business by identifying opportunities in the client's base to advise clients on FirstRand approved investment and risk solutions.
• Informing and educating clients on products and services to ensure retention of existing clients, increasing sales revenue, and expanding the organisation's client base.
• Analysing financial information obtained from clients to develop a financial plan or proposal using the correct tools.
• Formulating proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.
• Providing regular client reports against agreed service level agreements.
• Ensuring that the quality of advice remains high and consistent and in line with FNB’s investment philosophy and product approved matrix.
• Contributing to sustaining a competitive edge through external networking, benchmarking, and representation on related forums.
• Developing networks and building alliances to grow and strengthen internal support bases.

Skills

Wealth management

Sales targets

Client advisory

Education

FSCA Approved degree in Finance/Investment/Economics

Job description

FNB South Africa is seeking a Wealth Manager to deliver education and tailored wealth solutions to Private Wealth clients. You will drive VSI targets, inform clients about products, and develop financial plans with investment and risk strategies.

Role requires CAT 1 licenses with supervision; CAT 2 an advantage. Enjoy a hybrid working environment and opportunities for professional development within the Private Wealth and Advisory Team.