Wealth Manager

FirstRand Bank Limited; Polokwane; Hybrid; ZAR 900,000 - 1,300,000; Full time

Benefits offered by this job

Hybrid working environment

Professional development opportunities

Wellbeing initiatives

Job summary

FirstRand Bank Limited is seeking a Wealth Manager for its Private Wealth and Advisory Team. You will advise high-net-worth clients on wealth creation, risk management, and estate planning, delivering tailored financial plans with FirstRand-approved tools.

The role requires 3–5 years’ wealth management experience, a CFP designation, and CAT 1 licenses with supervision. A hybrid working setup supports balance and development.

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.
• Proven record of selling bespoke wealth solutions and meeting targets.
• CAT 1 licenses with supervision; CAT 2 licenses advantageous.
• FAIS licensing coverage across long-term insurance, investments, and funds.

Responsibilities

• Achieve predetermined sales targets by identifying opportunities and advising on investment and risk solutions.
• Educationally inform clients on products to retain and expand the client base.
• Analyse client financials to develop plans using approved tools.
• Prepare proposals in cash management, risk needs, and estate planning.
• Provide regular client reports against SLAs.
• Maintain high quality financial advice aligned with FNB’s philosophy.
• Network externally and build alliances to grow internal support bases.
• Develop internal relationships to strengthen client service.

Skills

Sales targets

Financial planning

Client advisory

Networking

Education

FSCA Approved degree in Finance/Investment/Economics

CFP designation

CAT 1 licenses (required)

FAIS Licensing: Category 1

CAT 2 licenses advantageous

Job description

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, challenge convention, 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

30/12/26

All 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.

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.