Wealth Manager for High-Income Clients

FNB South Africa; Oos-Kaap; On-site; ZAR 900,000 - 1,500,000; Full time

Job summary

FNB South Africa is seeking a full financial services advisor to serve high income clients with savings, investments, and estate planning advice. You will join the Private Wealth and Advisory Team and support clients with tailored investment strategies.

Ideal candidates have 3–5 years in wealth management, a relevant degree (Investment or Economics), CFP certification, and FAIS experience. You will educate clients, form robust financial plans, and strive to exceed sales targets while maintaining

Qualifications

• Degree in investment or economics and CFP certification.
• 3 to 5 years’ wealth management experience with high income clients.
• FAIS experience preferred.

Responsibilities

• Inform and educate customers on products and services to retain and grow the customer base.
• Advise and support to resolve customer queries ensuring satisfaction.
• Analyse client financial information to develop plans using approved tools.
• Develop proposals for cash management, risk, investments, estate planning.
• Achieve gross production targets and sales targets.
• Review and adjust client plans as life or market changes occur.
• Ensure compliance with statutory and governance requirements.

Skills

Wealth management

Sales experience

Client advisory

Financial planning

Education

Relevant Degree in Investment or Economics

Certified Financial Planner

Job description

FNB South Africa is seeking a full financial services advisor to serve high income clients with savings, investments, and estate planning advice. You will join the Private Wealth and Advisory Team and support clients with tailored investment strategies.

Ideal candidates have 3–5 years in wealth management, a relevant degree (Investment or Economics), CFP certification, and FAIS experience. You will educate clients, form robust financial plans, and strive to exceed sales targets while maintaining