Wealth Manager

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Quick Summary

Key Responsibilities

Achieving predetermined sales targets across the business by identifying opportunities in the client's base to advise clients on FirstRand approved investment and risk solutions.

Requirements Summary

A relevant FSCA Approved degree in Finance, Investment, Economics,

Technical Tools

OtherManager

To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.

Welcome to FNB, the home of the #changeables.

We design for the shapeshifters and deliver products and services that make us incredibly proud of the people who make it happen.

Responsibilities

~1 min read

→Achieving predetermined sales targets across the business by identifying opportunities in the client's 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 building alliances to grow and strengthen internal support bases.

Requirements

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A relevant FSCA Approved degree in Finance, Investment, Economics, or a related field
Certified Financial Planner (CFP) designation
3–5 years’ experience as a Wealth Manager advising high‑income / high‑net‑worth clients
Solid experience in providing custom built solutions to our client’s wealth portfolios at a managerial level is
A proven record of achieving sales and production targets in an advisory environment
At this level, the Wealth Manager will have CAT 1 licenses, signed off for supervision. CAT 2 licenses would be an advantage

Nice to Have

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Includes exposure across long‑term insurance, retail pension benefits, shares, money market instruments, bonds, collective investment schemes, forex investments, deposits, structured deposits, and hedge fund participatory interests.

Exposure to discretionary or managed investment mandates across shares, CIS, bonds, forex, deposits, structured products, and hedge funds.

What We Offer

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✓A competitive, performance‑linked reward model aligned to an attractive employee value proposition

✓Opportunities to collaborate, network, and build meaningful relationships across the FirstRand Group

✓A flexible and hybrid working environment that supports balance and sustainability

✓A strong focus on employee wellbeing, health, and long‑term resilience

✓Continuous learning through access to coaches, mentors, and structured professional development

✓An inclusive, collaborative ecosystem that encourages innovation, curiosity, and mastery.

Curious & courageous – driven to continuously learn, explore, and challenge yourself
Obsessed with mastery – committed to excellence and always raising the standard of your craft

30/12/26

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.