Wealth Manager

firstrand; Johannesburg; On-site; ZAR 300,000 - 600,000; Full time

Job summary

FNB seeks a financial services advisor to deliver tailored investment and estate planning advice to high-income clients. The role involves achieving sales targets, building client relationships, and ensuring compliance with financial regulations. Ideal candidates will have a strong background in financial services and a track record of exceeding performance metrics.

Benefits

Diversity and Inclusion initiatives

Opportunities for career advancement

Qualifications

• Knowledge of financial products and market trends.
• Experience in client relationship management.
• Strong analytical skills for financial planning.

Responsibilities

• Provide tailored investment advice to high-income clients.
• Achieve sales targets by promoting approved products.
• Educate clients on various financial services and solutions.

Skills

Investment advice

Client interaction

Financial analysis

Sales targets achievement

Education

Financial services qualification

Job description

Time left to apply: End Date: July 9, 2025 (5 days left to apply)

Job Requisition ID: R26193

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.

• Achieve gross production target as indicated in scorecard.
• Achieve sales targets by advising on FirstRand approved investment and risk products.
• Represent FNB as a financial service provider, embodying our values and ethics.
• Maintain knowledge of all approved products, procedures, and timelines to meet sales targets.
• Ensure high-quality, consistent advice aligned with FNB’s investment philosophy and product matrix.
• Build networks and alliances through external networking and benchmarking.
• Develop internal support bases and engage in cross-functional activities.
• Maintain relationships for expectation management, knowledge sharing, and integration.
• Educate customers on products and services to retain existing customers and grow the customer base.
• Interact positively with clients via approved channels and resolve queries to ensure satisfaction.
• Analyze client financial information to develop plans using appropriate tools.
• Formulate proposals in cash management, risk needs, investment, estate planning, etc., to help clients meet financial goals.
• Investigate investment opportunities for client plans.
• Review financial plans regularly for changes in life, economy, environment, or performance.
• Monitor market trends to keep client plans responsive.
• Provide business intelligence and analyze data for better decisions.
• Report on service delivery against SLAs and customer targets.
• Review work progress for reporting, decision-making, and improvements.
• Ensure compliance with statutory, legislative, and policy requirements, maintaining knowledge of relevant amendments and best practices.
• Implement governance and compliance procedures, identify risks, and protect business assets.

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Job Details

Note: Applications are not accepted after July 9, 2025. Please submit before the deadline.

All appointments align with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates may disclose disability information voluntarily; it will be kept confidential unless required by law.

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Introduce yourself to our recruiters. We will contact you if a suitable role arises.

Queries can be logged via MyQ.

About Us

FNB serves retail and commercial customers with banking, insurance, savings, investment products, and digital solutions. Recognized globally, FNB has won awards including the Strongest Banking Brand in the World (Brand Finance Banking 500 2023). We offer diverse opportunities to build a rewarding career and make a meaningful impact.