Wealth Manager

FNB South Africa; Gqeberha; On-site; ZAR 600,000 - 900,000; Full time

Job summary

FNB South Africa is seeking a Wealth Manager to provide comprehensive financial services to high-income clients. The role involves advising on investments, formulating financial plans, and ensuring client satisfaction while achieving sales targets. Ideal candidates will have a relevant degree, certification, and experience in wealth management.

Qualifications

• 3 to 5 years’ experience as a Wealth Manager with high-income clients.
• FAIS experience in categories like Long-Term Insurance and Investments.

Responsibilities

• Provide financial planning advice to high-income clients.
• Achieve sales targets and gross production targets.
• Ensure compliance with relevant regulations and internal procedures.

Skills

Sales

Advisory

Client Relationship Management

Financial Analysis

Education

Relevant Degree in Investment or Economics

Certified Financial Planner

Job description

Job Description

To serve as a full financial services advisor by providing appropriate savings, investment, and estate planning advice, expertise, and support to high-income clients, with a focus on investments.

Hello future Wealth Manager,

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

As part of our Private Wealth and Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Are You Someone Who Can

1. Inform and educate customers on products and services to ensure retention of existing customers; increase sales revenue and increase the organisation's customer base.
2. Advise on and provide support to ensure the effective resolution of customer queries to ensure customer satisfaction and retention.
3. Analyse financial information obtained from clients to develop a financial plan or proposal using the correct tools.
4. Formulate proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.
5. Achieve gross production target as indicated in scorecard.
6. Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand approved investment and risk products.
7. Investigate available investment opportunities to determine compatibility with client financial plans.
8. Review clients' financial plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
9. Provide regular reports on delivery of services against agreed service level agreements and overall customer targets.
10. Accumulate information to review work progress that provides input to reporting, decision making, and the identification of improvement opportunities.
11. Take all necessary actions to ensure compliance with relevant statutory, legislative, policy, and governance requirements in area of accountability.
12. Maintain expert knowledge on relevant legislative amendments, industry best practices, and FNB’s internal compliance procedures and requirements.
13. Ensure compliance is adopted in terms of systems and procedures as laid out by FNB.
14. Implement and provide input into the development of governance and compliance procedures and processes within area of specialization and identify risks.
15. Ensure optimal usage and protection of business assets.
16. Maintain expert knowledge on all FirstRand approved products, application procedures, processing, and timelines to drive and achieve relevant sales targets.
17. Ensure that the quality of advice remains high and consistent, aligned with FNB’s investment philosophy and product approved matrix.
18. Contribute to sustaining a competitive edge through external networking, benchmarking, and representation on related forums.
19. Engage in cross-functional activities.
20. Collaborate across boundaries and find common ground with a widening range of stakeholders.
21. Maintain and build relationships for expectation management, knowledge sharing, and integration.

You Will Be An Ideal Candidate If You

1. Hold a relevant Degree in Investment or Economics and are a Certified Financial Planner.
2. Have 3 to 5 years’ experience as a Wealth Manager with sales and advisory experience with high-income clients.
3. Possess FAIS experience, particularly in categories such as Long-Term Insurance, Shares, Bonds, Forex Investments, etc., with preference given to candidates with the following categories:

Category 1: 1.3, 1.4, 1.5, 1.8, 1.9, 1.12, 1.14, 1.15, 1.17, 1.18, 1.20, 1.21, 1.22, 1.24, 1.26

Category 2: 2.2, 2.3, 2.5, 2.6, 2.9, 2.11, 2.12, 2.13, 2.14, 2.18, 2.20

You Will Have Access To

1. Liaise and interact with clients via approved communication channels positively and helpfully.
2. Monitor financial market trends to ensure client plans are responsive.
3. Provide accurate and reliable business intelligence to improve decision-making.
4. Develop networks and build alliances to strengthen internal support bases.
5. Be an ambassador for FNB, embodying our values and ethical standards.

We Can Be a Match If You Are

1. Curious & courageous—driven by a desire to learn and brave enough to explore new opportunities.
2. Obsessed with mastery—committed to becoming proficient and continuously improving.

Interested in Taking the Step?

We look forward to engaging further. Apply now.

#Post

#FNB

Job Details

Note that applications will not be accepted after 30/05/25. Please submit your application before this date.

All appointments will adhere to FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates may disclose disability information voluntarily, which will be kept confidential unless legally required to disclose.