Wealth Manager
Financial Services, Banking
Minimum Requirements
- 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
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.
- 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.
