Wealth Manager

Wesbank; Polokwane; On-site; ZAR 900,000 - 1,300,000; Full time

Benefits offered by this job

Competitive rewards

Hybrid work environment

Wellbeing programs

Professional development

Inclusive culture

Job summary

WesBank, part of the FirstRand Group, is seeking a Wealth Manager to deliver tailored savings, investment, and estate planning strategies for high-income clients. You will build long-term client relationships, achieve targets, and provide proactive, personalised service.

The role requires an FSCA-approved degree, CFP designation, 3–5 years’ experience, and CAT licenses. Hybrid and collaboration across the Private Wealth and Advisory Team are encouraged.

Qualifications

• A relevant FSCA Approved degree in Finance, Investment, Economics, or a related field.
• Certified Financial Planner (CFP) designation.
• 3–5 years’ experience as a Wealth Manager advising high-income / high-net-worth clients.
• Solid experience in providing custom built solutions to client wealth portfolios at a managerial level.
• CAT 1 licenses signed off for supervision; CAT 2 licenses would be an advantage.

Responsibilities

• Achieving predetermined sales targets across the business by identifying opportunities to advise clients on FirstRand approved investment and risk solutions.
• Informing and educating clients on products and services to ensure retention and growth of the client base.
• Analysing financial information to develop a financial plan or proposal using the correct tools.
• Formulating proposals in cash management, risk needs, investment planning, estate planning, or other areas.
• Providing regular client reports against agreed service level agreements.
• Ensuring the quality of advice remains high and aligned with investment philosophy and product matrix.
• Developing networks and alliances to grow internal support bases.

Skills

Wealth management

Client advisory

Sales target achievement

Relationship building

Education

FSCA Approved degree in Finance/Investment/Economics

CFP designation

Job description

Job Description To act as a comprehensive financial services advisor by delivering expert savings, investment, and estate planning solutions to high-income clients. Provide tailored advice and strategies, fostering long-term relationships through proactive engagement, and ensuring clients’ financial objectives are achieved with professionalism, integrity, and personalised service.

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 the people who make it happen. As part of our Private Wealth and Advisory Team, you’ll be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to our promise of staying curious. This is where experts come together, challenge convention, and ignite meaningful financial change for our clients.

Responsibilities

• Achieving predetermined sales targets across the business by identifying opportunities in the client's base to advise clients on FirstRand approved investment and risk solutions.
• Informing and educating clients on products and services to ensure retention of existing clients, increasing sales revenue, and expanding the organisation's client base.
• Analysing financial information obtained from clients to develop a financial plan or proposal using the correct tools.
• Formulating proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.
• Providing regular client reports against agreed service level agreements.
• Ensuring that the quality of advice remains high and consistent and in line with FNB’s investment philosophy and product approved matrix.
• Contributing to sustaining a competitive edge through external networking, benchmarking, and representation on related forums.
• Developing networks and building alliances to grow and strengthen internal support bases.

Qualifications and Experience required

• A relevant FSCA Approved degree in Finance, Investment, Economics, or a related field.
• Certified Financial Planner (CFP) designation
• 3–5 years’ experience as a Wealth Manager advising high-income / high-net-worth clients
• Solid experience in providing custom built solutions to our client’s wealth portfolios at a managerial level.
• A proven record of achieving sales and production targets in an advisory environment.
• At this level, the Wealth Manager will have CAT 1 licenses, signed off for supervision. CAT 2 licenses would be an advantage

FAIS Licensing (Preferred)

• Category 1 (Required): Includes exposure across long-term insurance, retail pension benefits, shares, money market instruments, bonds, collective investment schemes, forex investments, deposits, structured deposits, and hedge fund participatory interests.
• Category 2 (Advantageous): Exposure to discretionary or managed investment mandates across shares, CIS, bonds, forex, deposits, structured products, and hedge funds.

Benefits

• A competitive, performance-linked reward model aligned to an attractive employee value proposition.
• Opportunities to collaborate, network, and build meaningful relationships across the FirstRand Group flexible and hybrid working environment that supports balance and sustainability.
• A strong focus on employee wellbeing, health, and long-term resilience.
• Continuous learning through access to coaches, mentors, and structured professional development.
• An inclusive, collaborative ecosystem that encourages innovation, curiosity, and mastery.

We Can Be a Match If You Are…

• Curious & courageous – driven to continuously learn, explore, and challenge yourself.
• Obsessed with mastery – committed to excellence and always raising the standard of your craft.

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check. You must not be an unrehabilitated insolvent. All suitably qualified candidates will be considered.

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.

28/08/26

All appointments will be made in line with FirstRand Group’s Employment Equity plan.

FirstRand actively supports the recruitment and advancement of individuals with disabilities.

We recommend that candidates be encouraged to declare their disability and consult the Bank should they require reasonable accommodation.

FirstRand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India. Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), FirstRand Limited is the largest financial institution by market capitalisation in Africa. The group follows a multi‑branding approach. Its portfolio of financial services businesses includes FNB, RMB, WesBank, Ashburton Investments, Aldermore, MotoNovo and DirectAxis. Many are leaders in their respective segments and markets, offering transactional, lending, investment and insurance products and services. The FirstRand Corporate Centre houses many of the critical functions required by a large and complex financial services group. The group's track record of delivering superior returns to shareholders has been achieved through a combination of organic growth, acquisitions, innovation and the creation of completely new businesses. The group’s purpose of delivering Shared Prosperity provides many opportunities for employees to innovate to address social and environmental challenges in our markets. All of our businesses have successful Volunteering programmes which also allow employees to adopt and support causes close to their hearts.