Wealth Manager: Integrated Advisory for High-Net-Worth Clients

FNB South Africa; Johannesburg; On-site; ZAR 900,000 - 1,200,000; Full time

Benefits offered by this job

Flexible working environment

Coaches and mentors for development

Wellbeing focus

Job summary

FNB South Africa seeks a Wealth Manager to join a data-informed Integrated Advice team. The role focuses on delivering holistic financial strategies for high-net-worth clients, aligned with the bank’s investment philosophy and product matrix.

The position emphasizes building client relationships, achieving sales targets, and providing clear, regular client reporting while leveraging a supportive network within the FirstRand Group. A flexible working environment and mentorship are available.

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 is a fundamental requirement for this role.
• CAT 1 licenses approved for supervision; CAT 2 licenses would be an advantage.

Responsibilities

• Achieving predetermined sales targets by identifying opportunities in the client base to advise on FirstRand approved investment and risk solutions.
• Informing and educating clients on products and services to ensure retention, increase sales, and expand the client base.
• Analyze financial information from clients to develop a financial plan using the correct tools.
• Formulate proposals in cash management, risk needs, investment planning, and estate planning to help clients reach goals.
• Provide regular client reports against service levels.
• Maintain high quality, consistent advice aligned with FNB’s investment philosophy and product matrix.
• Develop networks and alliances to grow internal support and external representation.

Skills

Financial planning

Wealth management

Client relations

Sales skills

Education

CFP

Finance/Economics degree

Tools

CAT 1 licenses

CAT 2 licenses (advantage)

Job description

FNB South Africa seeks a Wealth Manager to join a data-informed Integrated Advice team. The role focuses on delivering holistic financial strategies for high-net-worth clients, aligned with the bank’s investment philosophy and product matrix.

The position emphasizes building client relationships, achieving sales targets, and providing clear, regular client reporting while leveraging a supportive network within the FirstRand Group. A flexible working environment and mentorship are available.