Private Wealth Advisor — Hybrid, CFP‑Led Growth

RMB Nigeria Limited; Polokwane; Hybrid; ZAR 800,000 - 1,200,000; Full time

Benefits offered by this job

Hybrid working

Professional development

Employee wellbeing

Job summary

FirstRand Group, via the FNB Private Wealth & Advisory Team, seeks a Wealth Manager to advise high-net-worth clients on tailored wealth creation and protection strategies. The role emphasizes strong sales targets, client education, and bespoke wealth solutions within a high-calibre advisory environment.

The suitable candidate will have 3–5 years’ wealth management experience, FSCA Category1 licensing, and a CFP designation, with CAT2 advantageous.

Qualifications

• A FSCA approved degree in Finance, Investment, Economics or related field.
• CFP designation.
• 3–5 years’ experience as a Wealth Manager advising high-income / high-net-worth clients.
• Solid experience in providing custom built solutions to clients’ wealth portfolios at a managerial level.
• Proven record of achieving sales and production targets in an advisory environment.
• CAT1 licenses, signed off for supervision (CAT2 licenses advantageous).
• FAIS Licensing: Category1 required; Category2 advantageous.

Responsibilities

• Achieve predetermined sales targets by identifying opportunities in the client base to advise on FirstRand approved investment and risk solutions.
• Inform and educate clients on products and services to ensure client retention, increase sales revenue, and expand the organisation's client base.
• Analyse financial information to develop financial plans or proposals using appropriate tools.
• Formulate proposals in cash management, risk needs, investment planning or other areas to help clients achieve their financial goals.
• Provide regular client reports against agreed service level agreements.
• Ensure that the quality of advice remains high, consistent and in line with FNB’s investment philosophy and approved product matrix.
• Contribute to sustaining a competitive edge through external networking, benchmarking and representation on related forums.
• Develop networks and build alliances to grow and strengthen internal support bases.

Skills

Wealth management

HNW clients

Client advisory

FSCA license

CAT1 licenses

Education

FSCA approved degree

CFP designation

Job description

FirstRand Group, via the FNB Private Wealth & Advisory Team, seeks a Wealth Manager to advise high-net-worth clients on tailored wealth creation and protection strategies. The role emphasizes strong sales targets, client education, and bespoke wealth solutions within a high-calibre advisory environment.

The suitable candidate will have 3–5 years’ wealth management experience, FSCA Category1 licensing, and a CFP designation, with CAT2 advantageous.