Wealth Manager

FirstRand Corporate Centre; Polokwane; Híbrido; ZAR 600.000 - 1.200.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Performance bonus

Hybrid work

Wellbeing focus

Coaching & mentoring

Lifelong learning

Descripción de la vacante

FirstRand Group in South Africa seeks a Wealth Manager for Private Wealth and Advisory to advise high‑net‑worth clients on bespoke wealth solutions, aiming to grow client relationships and sales within the FirstRand investment framework.

You will develop plans in cash management, investments, estate planning, and risk protection, delivering regular client reports while maintaining high standards of professional advice and compliance in a hybrid working environment.

Formación

• A FSCA approved degree in Finance, Investment, Economics, or related field.
• 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 wealth portfolios at a managerial level.
• Proven record of achieving sales and production targets in an advisory environment.
• Wealth Manager will have CAT 1 licenses; CAT 2 licenses would be an advantage.

Responsabilidades

• Achieve sales targets by identifying opportunities in client base to advise on FirstRand investment and risk solutions.
• Inform and educate clients to ensure retention, increase sales revenue, and expand client base.
• Analyse client financial information to develop financial plans or proposals using the correct tools.
• Formulate proposals in cash management, risk, investments, estate planning, or other areas to meet client goals.
• Provide regular client reports against SLAs.
• Ensure high quality advice aligned with FirstRand investment philosophy and approved matrix.
• Develop networks and alliances to grow internal support bases.
• Maintain strong relationships and contribute to competitive edge through networking.

Conocimientos

Wealth management

High-net-worth advisory

Client relationship

CAT licenses

Educación

FSCA approved degree

CFP designation

Descripción del empleo

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

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

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.