Wealth Manager

2 weeks ago

Pretoria, Gauteng, South Africa FirstRand Bank Limited Full time

Description

To be a full financial services advisor by providing appropriate savings, investment, and estate planning advice, expertise, and support to high-income clients, with a focus on investments.

Hey there, Future Wealth Manager

Welcome to FNB, the home of the changeables. We cater to the shapeshifters, delivering products and services that reflect our pride in those who make things happen.

Joining our Private Wealth and Advisory Team means immersing yourself in a diverse, talented environment that thrives on curiosity. It's time to envision your potential within a team that brings experts together to drive effective change.

If you're someone who can:

  • Inform and educate customers on products and services for retention, increased sales revenue, and expanding the customer base.
  • Advise and support customers to resolve queries effectively, ensuring satisfaction and loyalty.
  • Analyze financial information from clients to develop sound financial plans using appropriate tools.
  • Propose financial solutions in areas like cash management, risk assessment, investment planning, and estate planning to help clients meet their financial objectives.
  • Achieve set production and sales targets by recommending FirstRand-approved products and identifying opportunities for clients.
  • Investigate investment options to align with client financial strategies.
  • Regularly review clients' financial plans for adjustments based on life changes, economic factors, or performance.
  • Provide reports on service delivery against agreed targets and overall customer goals.
  • Gather progress information to support reporting, decision-making, and identifying areas for improvement.
  • Ensure compliance with relevant laws, policies, and governance standards within your area of responsibility.
  • Maintain up-to-date knowledge on industry regulations, best practices, and FNB's compliance requirements.
  • Adhere to compliance standards in systems and procedures per FNB guidelines.
  • Contribute to governance and compliance processes and risk identification within your area of expertise.
  • Optimize the use and protection of business assets.
  • Stay informed about all FirstRand products, application processes, and timelines to meet sales targets.
  • Ensure high-quality advice consistent with FNB's investment philosophy and product matrix.
  • Engage in external networking and forums to maintain a competitive edge.
  • Participate in cross-functional initiatives.
  • Collaborate effectively across teams and stakeholders.
  • Build and nurture relationships for shared knowledge and expectations management.

You're an ideal candidate if you:

  • Hold a relevant degree in Investment or Economics, plus Certified Financial Planner certification.
  • Have 3 to 5 years' experience as a Wealth Manager, specializing in sales and advisory services for high-income clientele.
  • Possess FAIS experience in certain categories, enhancing your suitability.

You'll have access to:

  • Interact with clients professionally via approved communication channels for positive relationships.
  • Stay up-to-date on financial market trends to adjust client plans accordingly.
  • Provide accurate business intelligence for informed decision-making through trend analysis.
  • Develop networks and alliances for internal support enhancements.
  • Represent FNB as a financial service provider, upholding our internal values and ethical standards.

We could be a great fit if you are:

  • Curious and courageous - always seeking knowledge and growth, and willing to take risks.
  • Passionate about mastering your craft, pushing yourself to excel continuously.

Interested in taking the next step? We're excited to connect further. Apply now

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