Wealth Manager

firstrand; Polokwane; Hybrid; ZAR 600,000 - 1,050,000; Full time

Benefits offered by this job

Competitive reward model

Hybrid working environment

Collaborative culture and development

Wellbeing and resilience focus

Performance-based rewards

Job summary

FirstRand is seeking a Wealth Manager to act as a comprehensive financial services advisor for high-income clients. You will deliver tailored savings, investment, and estate planning solutions and foster long-term client relationships through proactive engagement.

You will join the Private Wealth and Advisory Team and operate in a flexible, hybrid environment. The role requires CFP designation, FSCA-approved degree, and 3–5 years of advisory experience with CAT licenses advantageous.

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 wealth solutions at a managerial level.
• CAT 1 licenses signed off for supervision; CAT 2 licenses would be advantageous.

Responsibilities

• Achieve predetermined sales targets across the business by identifying opportunities in the client's base to advise clients on FirstRand approved investment and risk solutions.
• Inform and educate clients on products and services to ensure retention and growth of the client base.
• Analyze financial information to develop a financial plan or proposal using the correct tools.
• Formulate proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients meet goals.
• Provide regular client reports against agreed service level agreements.
• Ensure the quality of advice remains high and aligned with FNB's investment philosophy and product matrix.
• Develop networks and alliances to grow internal support bases and external representation.
• Participate in external networking and benchmarking to sustain competitive edge.

Skills

Sales targets achievement

Client advisory

Financial planning

Education

FSCA Approved degree in Finance / Investment / Economics

CFP designation

Job description

Wealth Manager

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.

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.


• 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


• 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

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. Appointments will be made in line with the Bank's Employment Equity Strategy. 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.

Important Closing Date Note

28/08/26

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 t

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.