Wealth Management Analyst

Fnbnamibia; Bloemfontein; On-site; ZAR 502,000 - 703,000; Full time

Job summary

FNB Namibia is seeking a Wealth Management Analyst to provide structured administrative and operational support to Wealth Managers in Bloemfontein. You will coordinate with internal teams and external providers to ensure high-quality service while identifying cost-saving opportunities and risk areas.

The role requires 3–5 years in wealth management or investment analysis, strong data analysis skills (Excel/Power BI), and a relevant bachelor’s degree. Closing date 09/09/2026.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or Business Management.
• Postgraduate qualification (e.g., Honours, PGDip, CFA) advantageous.
• RE5 certification advantageous.

Responsibilities

• Deliver administrative and operational support to Wealth Managers.
• Maintain client relationships and coordinate with internal teams and service providers.
• Identify and escalate risks and potential costs.
• Adhere to governance, compliance and SLA requirements.
• Propose process improvements to save costs and improve service quality.
• Build relationships with stakeholders and ensure timely, accurate reporting.

Skills

Financial analysis

Data analysis

Attention to detail

Reporting & interpretation

Investment products

Wealth structures

Education

Bachelor’s degree in Finance

Bachelor’s degree in Accounting

Bachelor’s degree in Economics

Bachelor’s degree in Business Management

Postgraduate qualification

RE5

CFA

Tools

Excel

Power BI

Dashboards

Job description

## Wealth Management AnalystApply: Bloemfontein: Posted Today: End Date: September 9, 2026 (11 days left to apply): R52983# **Job Description**Deliver structured administrative and operational support to Wealth Managers by performing tasks aligned with standard operating procedures. Maintain effective client relationships and coordinate with internal teams and external service providers to ensure consistent service quality and operational efficiency.* Control costs through awareness of impact of work and potential waste.* Manage own costs and expenses associated with role to enhance cost effectiveness.* Identify and escalate potential risks which may lead to increased costs.* Adhere to standards and procedures to reduce costs.* Identify process improvements in order to save costs.* Adhere to predetermined operational costing within budgets in the execution of projects and work-related expenditure.* Ensure that physical resources and equipment usage is managed in a manner that reduce financial loss and/or waste.* Manage internal stakeholders and adhere to relevant SLA agreements.* Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members.* Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies.* Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.* Continuously strive to improve service delivery quality, productivity, turnaround time, availability, reliability and accuracy to avoid operational loss.* Resolve client queries in accordance with operational goals and standards and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.* Propose improvements on internal processes that impacts service levels and customer satisfaction within area of accountability.* Serve as first line of contact for clients and manage customer interactions.* Accurately administer, plan for and complete activities within area of work in an efficient, effective and timeous manner.* Adhere to schedules to effectively and timely perform assigned work.* Attend (and facilitate) meetings as and when required; maintain documentation and share information with the team.* Deliver work in an accurate manner to ensure consistent results within department.* Draw on own knowledge and experience to identify and develop solutions that leads to improved service delivery and quality.* Remain accountable for your own work (the exercise of judgement and discretion) in accordance with the organisational values and code of ethics.* Comply with and adhere to identified governance and compliance standards and escalate problems for investigation and resolution.* Continuously identify and escalate risk.* Provide timeous reports on operations, performance and audit findings.* Report on transactional activity progression within set guidelines to provide timely information for decision making in area of accountability.* Plan and organise own tasks to make sure that performance objectives are met.* Identify effective activities to address own development gaps.* Create own development plan and review plan with team leader or manager.* Understand which competencies and skills are required to be mastered to ensure personal development and performance.* Keep abreast of learning opportunities, changing products and trends.## Education & Qualifications* Bachelor’s degree in: + Finance + Accounting + Economics + Business Management* Advantageous: + Postgraduate qualification (e.g., Honours, PGDip, CFA) + RE5 + Certifications in financial analysis, data tools, or investments**Work Experience*** 3–5 years in: + Wealth management + Investment analysis + Financial services* Experience working with: + Advisors / portfolio managers + High-net-worth client environments* Exposure to: + Market analysis + Client portfolios + Financial reporting**Essential skills:*** Financial analysis (portfolio performance, risk, returns)* Data analysis (Excel, Power BI, dashboards)* Understanding of: + Investment products + Wealth structures (trusts, portfolios, advisory models)* Strong attention to detail* Reporting and data interpretation# # **Important Closing Date Note**# **Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.**09/09/26All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.