Wealth Manager

FirstRand Corporate Centre; Pretoria; Hybrid; ZAR 900,000 - 1,200,000; Full time

Job summary

FirstRand Corporate Centre is seeking a Wealth Manager for the Private Wealth and Advisory Team to advise high‑income clients on wealth creation and protection, driving VSI and client retention within a hybrid work environment.

Qualifications include an FSCA approved degree and CFP designation, with 3–5 years’ wealth management experience. CAT licenses are required, with CAT 2 an advantage for supervision and progression.

Qualifications

• FSCA approved degree required.
• CFP designation required.
• 3–5 years’ wealth management experience advising high‑income/high‑net‑worth clients.
• Experience delivering customized wealth solutions and achieving sales targets.
• CAT 1 licenses required; CAT 2 licenses advantageous.

Responsibilities

• Achieve predetermined sales targets across the client base by advising on FirstRand approved investment and risk solutions.
• Educate clients on products/services to retain and grow the client base.
• Analyse client financial information to develop a financial plan or proposal.
• Formulate cash management, risk needs, investment, estate planning proposals.
• Provide regular client reports against service level agreements.
• Ensure quality of advice aligns with FirstRand investment philosophy and product matrix.
• Develop networks and alliances to grow internal support and external reach.
• Engage in external networking and participate in related forums.

Education

FSCA Approved degree in Finance, Investment, Economics, or related field

Certified Financial Planner (CFP) designation

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:

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

We Can Be a Match If You Are…

1. Curious & courageous – driven to continuously learn, explore, and challenge yourself
2. 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.

30/12/26

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.