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Wealth Manager
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Overview Description 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. Hello future Wealth Manager, Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our Private Wealth and Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. You will be an ideal candidate if you : Relevant Degree in Investment or Economics. Certified Financial Planner. Have 3 to 5 years’ experience as a Wealth Manager with sales and advisory experience with high income clients Candidates with the following FAIS experience will be given preference : Cat 1 : 1.3 Long-Term Insurance subcategory B1 1.4 Long-Term Insurance subcategory C 1.5 Retail Pension Benefits 1.8 Shares 1.9 Money Market Instruments 1.12 Bonds 1.14 Participatory Interests in a Collective Investment Scheme 1.15 Forex Investments 1.17 Long-term Deposits 1.18 Short-term Deposits 1.20 Long- Term Insurance Subcategory B2 1.21 Long- Term Insurance Subcategory B2- A 1.22 Long-term Insurance subcategory B1-A 1.24 Structured Deposits 1.26 Participatory Interest in hedge fund Cat 2 : 2.2 Long Term Insurance Subcategory C 2.3 Retail Pension Benefits 2.5 Shares 2.6 Money Market Instruments 2.9 Bonds 2.11 Participatory Interests in one or more CIS 2.12 Forex Investments 2.13 Long Term Deposits 2.14 Short Term Deposits 2.18 Structured Deposits 2.20 Participatory interest in hedge funds You will have access to : Liaise and interact with clients and or customers via approved communication channels in a positive and helpful manner. 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. Develop networks and build alliances to build and strengthen internal support bases. Be an ambassador for FNB as a financial service provider encompassing our internal values and ethical standards. We can be a match if you are : Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it Are you interested to take the step? We look forward to engaging with you further. Apply now #Post #FNB #LI-AA1 Job Details Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 31 / 08 / 25 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. #J-18808-Ljbffr
