Wealth Manager - High-Net-Worth Financial Planning

FirstRand Group; Johannesburg; On-site; ZAR 614,000 - 725,000; Full time

Job summary

FirstRand Group in Johannesburg seeks a Wealth Manager to deliver integrated, data‑driven advice to high‑net‑worth clients. You will assess client realities, goals and needs, and craft plans that combine protection, investments and cash management with clear reporting.

The ideal candidate holds a CFP and a finance/economics degree, with CAT 1 licenses (CAT 2 a plus) and a proven track record managing wealth portfolios at a managerial level.

Qualifications

• A Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment or Economics or related degree.
• Solid experience in providing custom built solutions to our client’s wealth portfolios at a managerial level.
• CAT 1 licenses signed off for supervision; CAT 2 licenses would be an advantage.

Responsibilities

• Achieving predetermined sales targets across the business by identifying opportunities in the clients 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 build alliances to grow and strengthen internal support bases.

Skills

CFP

CAT 1 license

CAT 2 license (advantage)

Financial planning

Education

Graduate qualification in Finance, Investment or Economics

Job description

FirstRand Group in Johannesburg seeks a Wealth Manager to deliver integrated, data‑driven advice to high‑net‑worth clients. You will assess client realities, goals and needs, and craft plans that combine protection, investments and cash management with clear reporting.

The ideal candidate holds a CFP and a finance/economics degree, with CAT 1 licenses (CAT 2 a plus) and a proven track record managing wealth portfolios at a managerial level.