Wealth Manager - Private Wealth Advisor | Hybrid Work

FirstRand Corporate Centre; Pretoria; Hybrid; ZAR 900,000 - 1,200,000; Full time

Job summary

FirstRand Corporate Centre is seeking a Wealth Manager for the Private Wealth and Advisory Team to advise high‑income clients on wealth creation and protection, driving VSI and client retention within a hybrid work environment.

Qualifications include an FSCA approved degree and CFP designation, with 3–5 years’ wealth management experience. CAT licenses are required, with CAT 2 an advantage for supervision and progression.

Qualifications

• FSCA approved degree required.
• CFP designation required.
• 3–5 years’ wealth management experience advising high‑income/high‑net‑worth clients.
• Experience delivering customized wealth solutions and achieving sales targets.
• CAT 1 licenses required; CAT 2 licenses advantageous.

Responsibilities

• Achieve predetermined sales targets across the client base by advising on FirstRand approved investment and risk solutions.
• Educate clients on products/services to retain and grow the client base.
• Analyse client financial information to develop a financial plan or proposal.
• Formulate cash management, risk needs, investment, estate planning proposals.
• Provide regular client reports against service level agreements.
• Ensure quality of advice aligns with FirstRand investment philosophy and product matrix.
• Develop networks and alliances to grow internal support and external reach.
• Engage in external networking and participate in related forums.

Education

FSCA Approved degree in Finance, Investment, Economics, or related field

Certified Financial Planner (CFP) designation

Job description

FirstRand Corporate Centre is seeking a Wealth Manager for the Private Wealth and Advisory Team to advise high‑income clients on wealth creation and protection, driving VSI and client retention within a hybrid work environment.

Qualifications include an FSCA approved degree and CFP designation, with 3–5 years’ wealth management experience. CAT licenses are required, with CAT 2 an advantage for supervision and progression.