Wealth Manager

FNB South Africa; Sandton; On-site; ZAR 600,000 - 900,000; Full time

Job summary

FNB South Africa's Private Banking and Advisory Team seeks a comprehensive financial services advisor to deliver savings, investment, and estate planning solutions to high-income clients. You will provide tailored advice, build lasting relationships, and help clients reach their financial objectives with professionalism and personalised service.

Ideal candidates hold an NQF7 degree in Finance/Economics/Accounting, RE5, and CFP where possible, with 3–5 years in banking or wealth management, and a

Qualifications

• Relevant NQF7 Level Degree in Finance, Economics or Accounting.
• Completed RE5 qualification.
• Preferred CFP qualification.

Responsibilities

• Achieve revenue and profit targets by growing portfolio base and providing independent holistic advice and solutions.
• Identify opportunities for revenue growth to deliver on sales targets.
• Provide appropriate banking and financial solutions across an allocated portfolio of clients.
• Identify local and offshore fiduciary opportunities and advise on client philanthropy.
• Ensure compliance with regulatory and audit requirements and adhere to processes.
• Build relationships across teams to enhance delivery, collaboration and innovation.
• Conduct client reviews and promote financial services within the relevant offering.
• Deliver customer experience excellence through quality service standards.

Education

Relevant NQF7 Level Degree in Finance, Economics or Accounting

Completed RE5 qualification

Certified Financial Planner (CFP)

Job description

Job Description

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.

Welcome to FNB, the home of the #changeable.

We design shape shifters and deliver products and services that make us incredibly proud of people that make it happen.

As part of our Private Banking and Advisory Team, you will be surrounded by unique talent, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now's the time to imagine your potential in a team where experts come together and ignite effective change.

Role Purpose

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.

Are You Someone Who Can

• Achieve revenue and profit targets by growing portfolio base, providing independent holistic


• advice and solutions that ensure revenue and profit growth.


• Identify and utilize opportunities for revenue growth to deliver on sales targets.


• Provide appropriate banking and financial solutions across an allocated portfolio of clients.


• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.


• Ensure compliance with legislative and audit requirements and adherence to relevant processes.


• Build working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation.


• Develop, encourage and nurture collaborative relationships within FNB and/or across the First Rand Group (FRG).


• Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering.


• Participate in planned activities that are appropriate for own development.


• Deliver customer experience excellence in own service delivery aligned to Organizational values and service standards.


• Deliver internal and external customer service excellence through adherence to quality service standards.


• Prevent wastage and identify process improvements to contain and reduce costs.

You Will Be An Ideal Candidate If You

• Relevant NQF7 Level Degree in Finance, Economics or Accounting.


• Completed RE5 qualification.


• Preferred Qualification - Certified Financial Planner (CFP)


• Experience - 3 to 5 years’ experience in Banking, Investment, Financial Planning, Wealth


• Management, and client facing environment.


• Full understanding of money management principles

Candidates are required to have sign-off on the following sub-categories:

• 1.3 Long-Term Insurance subcategory B1


• 1.4 Long-Term Insurance subcategory C


• 1.5 Retail Pension Benefits


• 1.14 Participatory Interests in a Collective Investment Scheme


• 1.17 Long-term Deposits


• 1.18 Short-term Deposits


• 1.22 Long-term Insurance subcategory B1-A

You Will Have Access To

• Sound working knowledge of required business-related systems.


• Sound working knowledge of Banking and Financial Services Regulatory requirements.


• Knowledge on wealth management creation and accumulation


• Wealth protection or risk knowledge.

You can be a match if you have;

• Excellent knowledge of global financial markets and current affairs


• Ability to match client needs with appropriate product solutions.


• Excellent project management skills and able to plan and organize work independently.


• Proven track record in servicing a portfolio of clients and in acquisition of new relationships.


• Sound knowledge of the Bank's risk and other mandates to ensure exercising good commercial judgment while representing the Bank's and the shareholders’ interests always.

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.