Senior Wealth Advisor for High-Income Clients

FirstRand Bank India; Gqeberha; On-site; ZAR 600,000 - 1,000,000; Full time

Job summary

FNB, part of FirstRand Bank, seeks a full-time Private Banking and Advisory professional to advise high-income clients on savings, investments, and estate planning. You’ll formulate proposals, monitor plans, and drive sales targets while staying compliant with governance standards.

Ideal candidates have a relevant degree, CFP preferred, and 3–5 years in wealth management with advisory experience. Knowledge of FAIS requirements will be favored.

Qualifications

• Relevant Degree in Investment or Economics.
• Certified Financial Planner preferred.
• 3 to 5 years’ experience as a Wealth Manager with sales and advisory experience with high income clients.
• FAIS experience will be preferred (Cat 1 and Cat 2).

Responsibilities

• Formulate proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve financial goals.
• Achieve sales targets across the business by advising on FirstRand approved investment and risk products.
• Investigate investment opportunities to determine compatibility with client financial plans.
• Review clients’ financial plans regularly for life changes or economic shifts requiring reassessment.
• Provide regular reports on service delivery against SLAs and customer targets.
• Ensure compliance with statutory, policy and governance requirements in area of accountability.
• Maintain expert knowledge on FirstRand approved products, procedures and timelines to drive sales targets.

Job description

FNB, part of FirstRand Bank, seeks a full-time Private Banking and Advisory professional to advise high-income clients on savings, investments, and estate planning. You’ll formulate proposals, monitor plans, and drive sales targets while staying compliant with governance standards.

Ideal candidates have a relevant degree, CFP preferred, and 3–5 years in wealth management with advisory experience. Knowledge of FAIS requirements will be favored.