Wealth Manager

Goapply Hub Network; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services company is seeking an experienced Wealth Manager to join their Private Banking and Advisory team. In this role, you will provide tailored financial advice to high-income clients, focusing on wealth growth and protection. The ideal candidate has a degree in a related field, CFP certification, and 3–5 years of relevant experience. Strong advisory, relationship management, and regulatory knowledge are essential.

Qualifications

• 3–5 years' experience as a Wealth Manager, advising high-income clients.
• FAIS regulatory experience across investment and insurance.
• Clean credit record as per National Credit Act.

Responsibilities

• Provide comprehensive financial advice to help clients achieve their goals.
• Build, review, and refine client financial plans.
• Identify opportunities to introduce approved investment products.
• Deliver compliant financial advice aligned with investment philosophy.
• Maintain strong client relationships for satisfaction and retention.
• Conduct detailed financial analysis for tailored strategies.
• Stay updated on regulatory changes and compliance standards.
• Collaborate with internal teams to drive performance.

Skills

Advisory skills

Knowledge of wealth management products

Relationship management

Regulatory knowledge

Education

Degree in Investments, Economics, or related field

Certified Financial Planner (CFP)

Job description

FNB is looking for an experienced Wealth Manager to join their Private Banking and Advisory team.

In this role, you will act as a trusted financial advisor to high-income clients, offering tailored savings, investment, and estate planning solutions with a strong focus on wealth growth and protection.

Key Responsibilities

• Provide comprehensive financial advice across investment planning, risk management, estate planning, and cash management to help clients achieve their financial goals.
• Build, review, and refine client financial plans based on changing circumstances, market conditions, and performance outcomes.
• Identify opportunities to introduce FNB's approved investment and risk products, achieving defined sales and revenue targets.
• Deliver high-quality, compliant financial advice aligned with FNB's investment philosophy.
• Maintain strong client relationships, ensuring satisfaction, retention, and growth of the customer base.
• Conduct detailed financial analysis to prepare tailored financial strategies and proposals.
• Stay updated on regulatory changes, industry best practices, and FNB compliance standards.
• Collaborate with internal teams and external stakeholders to drive business performance and client value.

Requirements

• Degree in Investments, Economics, or related field.
• Certified Financial Planner (CFP) preferred.
• 3–5 years' experience as a Wealth Manager, advising and selling to high-income clients.
• FAIS regulatory experience across investment, long-term insurance, pension benefits, bonds, money markets, and forex (as listed in Cat 1 and Cat 2).
• Clean credit record (as per National Credit Act requirements).

What You'll Bring

• Strong advisory skills with a proven track record of managing and growing client portfolios.
• Deep knowledge of wealth management products, financial markets, and regulatory frameworks.
• Relationship-driven approach with the ability to educate, influence, and retain high-value clients.
• Commitment to compliance, governance, and ethical financial planning.

Closing Date : 30 September