Wealth Manager

2 weeks ago

Sandton, South Africa FirstRand Full time
About us, purpose, experience and qualifications

about us:

- make a promise
- be deeply invested
- value our differences
- build trust, not territory
- have courage
- always do the right thing

purpose:

  • To serve as 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

experience and qualifications:

  • Minimum Qualification : Relevant Degree in Investment or Economics. Certified Financial Planner.
  • Experience : 3 to 5 years' experience in a similar environment, of which 1 to 2 years ideally at junior (entry level) management level. Industry related Sales or Advisory experience with high income clients preferred
  • Person must not be an unrehabilitated insolvent
    additional requirements:

responsibilities:

  • Achieve gross production target as indicated in scorecard.
  • Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand approved investment and risk products.
  • Be an ambassador for FNB as a financial service provider encompassing our internal values and ethical standards.
  • Ensure that the quality of advice remains high and consistent and in line with FNB's investment philosophy and product approved matrix.
  • Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
  • Develop networks and build alliances to build and strengthen internal support bases.
  • Engage in crossfunctional activities.
  • Collaborate across boundaries and finds common ground with a widening range of stakeholders.
  • Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.
  • Inform and educate customers on products and services to ensure retention of existing customers; increase sales revenue and increase the organisation's customer base.
  • Liaise and interact with clients and or customers via approved communication channels in a positive and helpful manner.
  • Advise on and provide support to ensure the effective resolution of customer queries in order to ensure customer satisfaction and retention.
  • Analyse financial information obtained from clients to develop a financial plan or proposal using the correct tools.
  • Formulate proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.
  • Investigate available investment opportunities to determine compatibility with client financial plans.
  • Review clients' financial plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
  • Monitor financial market trends to ensure that client plans are responsive.
  • Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing trends and data.
  • Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
  • Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities.
  • Take all necessary actions to ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability.
  • Maintain expert knowledge on relevant legislative amendments, industry best practices and FNB's internal compliance procedures and requirements.
  • Ensure compliance is adopted in terms of systems and procedures as laid out by FNB.
  • Implement and provide input into the development of governance and compliance procedures and processes within area of specialisation and identify risks.
  • Ensure optimal usage and protection of business assets.

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