Wealth Manager – High-Income Client Advisor

FirstRand Bank Limited; Gqeberha; On-site; ZAR 900,000 - 1,350,000; Full time

Job summary

FirstRand Bank Limited is seeking a Wealth Manager to advise high‑income clients on investments, cash management, and estate planning. You will build and maintain client relationships, formulate comprehensive financial plans, and drive revenue by recommending FirstRand investment and risk products.

The role requires a relevant degree in investment or economics, with CFP preferred, and 3–5 years’ advisory experience.

Qualifications

• Degree in Investment or Economics required or preferred.
• CFP designation preferred or considered an asset.
• 3–5 years of Wealth Manager experience with high‑income clients.

Responsibilities

• Formulate proposals in cash management, risk needs, investment planning, or estate planning to meet clients' financial goals.
• Achieve gross production targets by advising on FirstRand approved investment and risk products.
• Review and adjust client financial plans as life/economic changes occur.
• Provide regular reports on service delivery against SLAs and client targets.
• Ensure high quality, compliant advice aligned with FNB's investment philosophy and product matrix.
• Develop relationships through networking and cross‑functional collaboration.
• Respond to client queries to ensure satisfaction and retention.

Skills

Sales skills

Financial advisory

Investment planning

Networking

Education

Relevant degree in Investment or Economics

Certified Financial Planner (preferred)

Job description

FirstRand Bank Limited is seeking a Wealth Manager to advise high‑income clients on investments, cash management, and estate planning. You will build and maintain client relationships, formulate comprehensive financial plans, and drive revenue by recommending FirstRand investment and risk products.

The role requires a relevant degree in investment or economics, with CFP preferred, and 3–5 years’ advisory experience.