Wealth Manager

RMB Nigeria Limited; Polokwane; Hybrid; ZAR 1,000,000 - 2,000,000; Full time

Benefits offered by this job

Hybrid working environment

Wellbeing program

Coaching & mentoring

Job summary

FNB's Private Wealth and Advisory Team seeks a seasoned Wealth Manager to deliver tailored financial strategies for high‑net‑worth clients. You will educate clients about FirstRand approved investment and risk solutions, build loyalty, and manage wealth portfolios with supervisory CAT1 licensing in a hybrid workplace.

You will leverage deep regulatory credentials (FSCA, CFP) and a proven track record in achieving sales targets, while collaborating across FirstRand affiliates to deepen client

Qualifications

• FSCA approved degree in Finance/Investment/Economics or related field.
• Certified Financial Planner (CFP) designation.
• 3–5 years of wealth management experience advising high‑net‑worth clients.
• CAT 1 licenses signed off for supervision; CAT 2 would be advantageous.
• FAIS licensing categories: Category 1 required; Category 2 advantageous.

Responsibilities

• Achieve predetermined sales targets across the business by identifying opportunities in the client's base and advising on FirstRand approved investment and risk solutions.
• Inform and educate clients on products and services to retain and grow the client base.
• Analyze financial information to develop a financial plan or proposal using the appropriate tools.
• Formulate cash management, risk needs, investment, estate planning proposals.
• Provide regular client reports against agreed SLAs.
• Maintain high quality advisory standards aligned with FNB's philosophy and product matrix.
• Develop networks and alliances to grow internal support and expand market reach.

Skills

FSCA degree (Finance/Investments/Econ)

CFP designation

3–5 years wealth management experience

CAT 1 licenses

CAT 2 licenses (advantage)

FAIS Category 1 exposure (Required)

Education

FSCA Approved degree in Finance/Investment/Economics

Certified Financial Planner (CFP) designation

Job description

## Wealth ManagerApply: Landros Mare Street, Polokwane Central, Polokwane, 699: Posted 11 Days Ago: End Date: December 30, 2026 (30+ days left to apply): R30138# **Job Description**To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.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, challengeconvention, and ignite meaningful financial change for our clients **Your responsibilities will include:*** 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 is* 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. **As a Wealth Manager, you will benefit from:*** 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* A 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 #Post#FNB#LI-CR1# # **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.**30/12/26All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.