Wealth Manager

FNB South Africa; Durban; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services company in Durban is seeking a Wealth Manager to enhance client relationships and achieve revenue targets. Responsibilities include providing product support training, optimizing revenue opportunities from existing clients, and establishing effective control of costs. The ideal candidate will develop strategies to maximize business growth while adapting to market dynamics. Competitive compensation and growth opportunities are offered.

Responsibilities

• Provide product support training on Wills and ensure multiple channel relationships.
• Achieve total revenue targets by growing existing clients or acquiring new clients.
• Provide information to Finance department on income and expenditure budgets.
• Establish and manage target and budget goals while controlling costs.
• Develop a service culture that builds rewarding relationships.
• Maintain expert knowledge on legislative amendments and industry best practices.
• Maximize Business Portfolio cross-sell opportunities.
• Translate strategies into actionable goals and execute projects aligned to objectives.

Job description

Job title : Wealth Manager

Job Location : KwaZulu-Natal, Durban

Deadline : November 30, 2025

Job Description

• Provide product support training on Wills, ensure multiple channel relationships, prepare Wills free of legal drafting errors and cross sell
• Achieve total revenue targets by either growing of existing clients (optimizing revenue opportunities) or by acquiring new clients.
• Provide information to Finance department on both income and expenditure budgets for the functional area to prepare accurate financial forecasts.
• Establish, align and manage target and budget goals whilst ensuring effective control of costs for a range of functional areas to increase cost efficiency.
• Develop a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional client service.
• Develop and maintain a partnership model with staff in the area to facilitate strategic decisions and the application of value-add practices.
• Maintenance of expert knowledge on relevant legislative amendments, industry best practices and provision of proactive advice and solutions to relevant stakeholders.
• Benchmark market performance levels and business concepts to aid in target setting.
• Maximize Business Portfolio cross sell opportunities and strengthen client relationships.
• Track, control and influence Wealth sales activities with the specific aim to achieve previously determined sales team targets.
• Translate strategies into actionable goals and execute relevant projects / initiatives aligned to strategic objectives with specific performance measures and control systems to track progress.
• Monitor changes in legislation, regulations, initiatives and relevant industry practices. Ensure drafting and implementation of appropriate interventions. Ensure compliance with audit requirements.
• Develop appropriate product pricing and costing policies based on marketplace dynamics research.
• Define a Sales portfolio growth strategy in line with predetermined growth targets, which are determined on an annual basis through conducting competitor analysis and innovating new value propositions by developing sales initiatives which align with the various segment strategies.
• Develop a deep understanding of the technical trends, commercial market, competition and trends in the market. Research and identify new entrants in the relevant industries (mobile, payments, finance etc.).
• Assess opportunities and threats from these entrants.
• Improve business decisions by providing accurate and reliable business intelligence (information) together with analyzing trends and data.
• Manage own development to increase own competencies.
• Plan and manage performance, skills development, employment equity, talent and culture of team in order to improve innovation, achieve efficiencies and increase competencies.

End Date

End Date : November 16, 2025