Wealth Manager - Hybrid, High-Impact Advisory

RMB Nigeria Limited; Polokwane; Hybrid; ZAR 1,000,000 - 2,000,000; Full time

Benefits offered by this job

Hybrid working environment

Wellbeing program

Coaching & mentoring

Job summary

FNB's Private Wealth and Advisory Team seeks a seasoned Wealth Manager to deliver tailored financial strategies for high‑net‑worth clients. You will educate clients about FirstRand approved investment and risk solutions, build loyalty, and manage wealth portfolios with supervisory CAT1 licensing in a hybrid workplace.

You will leverage deep regulatory credentials (FSCA, CFP) and a proven track record in achieving sales targets, while collaborating across FirstRand affiliates to deepen client

Qualifications

• FSCA approved degree in Finance/Investment/Economics or related field.
• Certified Financial Planner (CFP) designation.
• 3–5 years of wealth management experience advising high‑net‑worth clients.
• CAT 1 licenses signed off for supervision; CAT 2 would be advantageous.
• FAIS licensing categories: Category 1 required; Category 2 advantageous.

Responsibilities

• Achieve predetermined sales targets across the business by identifying opportunities in the client's base and advising on FirstRand approved investment and risk solutions.
• Inform and educate clients on products and services to retain and grow the client base.
• Analyze financial information to develop a financial plan or proposal using the appropriate tools.
• Formulate cash management, risk needs, investment, estate planning proposals.
• Provide regular client reports against agreed SLAs.
• Maintain high quality advisory standards aligned with FNB's philosophy and product matrix.
• Develop networks and alliances to grow internal support and expand market reach.

Skills

FSCA degree (Finance/Investments/Econ)

CFP designation

3–5 years wealth management experience

CAT 1 licenses

CAT 2 licenses (advantage)

FAIS Category 1 exposure (Required)

Education

FSCA Approved degree in Finance/Investment/Economics

Certified Financial Planner (CFP) designation

Job description

FNB's Private Wealth and Advisory Team seeks a seasoned Wealth Manager to deliver tailored financial strategies for high‑net‑worth clients. You will educate clients about FirstRand approved investment and risk solutions, build loyalty, and manage wealth portfolios with supervisory CAT1 licensing in a hybrid workplace.

You will leverage deep regulatory credentials (FSCA, CFP) and a proven track record in achieving sales targets, while collaborating across FirstRand affiliates to deepen client