Private Wealth Advisor - Investments & Estate Planning

FirstRand Limited; Oos-Kaap; On-site; ZAR 700,000 - 1,100,000; Full time

Job summary

FirstRand Limited's FNB Private Wealth and Advisory Team seeks a qualified Wealth Manager to provide savings, investment and estate planning advice to high-income clients within a dynamic team.

You will inform and educate customers on FirstRand products, advise on and resolve queries, analyse client financial information to tailor plans, and work to meet production and sales targets while maintaining governance standards.

Qualifications

• Relevant degree in Investment or Economics; CFP certification.
• 3–5 years' wealth management experience with high-income clients.
• FAIS knowledge across Cat 1 and Cat 2 preferred.

Responsibilities

• Inform and educate customers on products to retain and grow the client base.
• Advise on and resolve queries to ensure customer satisfaction.
• Analyse client financial information to develop financial plans.
• Formulate proposals in cash management, risk, investment and estate planning.
• Meet gross production targets and sales goals within governance standards.
• Collaborate with FirstRand approved products and services across teams.

Skills

Wealth management

Sales experience

Financial planning

Client advisory

Industry knowledge

Education

Degree in Investment or Economics

Certified Financial Planner

Job description

FirstRand Limited's FNB Private Wealth and Advisory Team seeks a qualified Wealth Manager to provide savings, investment and estate planning advice to high-income clients within a dynamic team.

You will inform and educate customers on FirstRand products, advise on and resolve queries, analyse client financial information to tailor plans, and work to meet production and sales targets while maintaining governance standards.