Private Wealth Advisor (Hybrid) – CFP Focus

FirstRand Bank Limited; Polokwane; Hybrid; ZAR 900,000 - 1,300,000; Full time

Benefits offered by this job

Hybrid working environment

Professional development opportunities

Wellbeing initiatives

Job summary

FirstRand Bank Limited is seeking a Wealth Manager for its Private Wealth and Advisory Team. You will advise high-net-worth clients on wealth creation, risk management, and estate planning, delivering tailored financial plans with FirstRand-approved tools.

The role requires 3–5 years’ wealth management experience, a CFP designation, and CAT 1 licenses with supervision. A hybrid working setup supports balance and development.

Qualifications

• A relevant FSCA Approved degree in Finance, Investment, Economics, or a related field.
• Certified Financial Planner (CFP) designation.
• 3–5 years’ experience as a Wealth Manager advising high-income/high-net-worth clients.
• Proven record of selling bespoke wealth solutions and meeting targets.
• CAT 1 licenses with supervision; CAT 2 licenses advantageous.
• FAIS licensing coverage across long-term insurance, investments, and funds.

Responsibilities

• Achieve predetermined sales targets by identifying opportunities and advising on investment and risk solutions.
• Educationally inform clients on products to retain and expand the client base.
• Analyse client financials to develop plans using approved tools.
• Prepare proposals in cash management, risk needs, and estate planning.
• Provide regular client reports against SLAs.
• Maintain high quality financial advice aligned with FNB’s philosophy.
• Network externally and build alliances to grow internal support bases.
• Develop internal relationships to strengthen client service.

Skills

Sales targets

Financial planning

Client advisory

Networking

Education

FSCA Approved degree in Finance/Investment/Economics

CFP designation

CAT 1 licenses (required)

FAIS Licensing: Category 1

CAT 2 licenses advantageous

Job description

FirstRand Bank Limited is seeking a Wealth Manager for its Private Wealth and Advisory Team. You will advise high-net-worth clients on wealth creation, risk management, and estate planning, delivering tailored financial plans with FirstRand-approved tools.

The role requires 3–5 years’ wealth management experience, a CFP designation, and CAT 1 licenses with supervision. A hybrid working setup supports balance and development.