Wealth Manager

4 weeks ago

Cape Town, South Africa Goapply Hub Network Full time

FNB is looking for an experienced Wealth Manager to join their Private Banking and Advisory team. In this role, you will act as a trusted financial advisor to high-income clients, offering tailored savings, investment, and estate planning solutions with a strong focus on wealth growth and protection. Key Responsibilities Provide comprehensive financial advice across investment planning, risk management, estate planning, and cash management to help clients achieve their financial goals. Build, review, and refine client financial plans based on changing circumstances, market conditions, and performance outcomes. Identify opportunities to introduce FNB's approved investment and risk products, achieving defined sales and revenue targets. Deliver high-quality, compliant financial advice aligned with FNB's investment philosophy. Maintain strong client relationships, ensuring satisfaction, retention, and growth of the customer base. Conduct detailed financial analysis to prepare tailored financial strategies and proposals. Stay updated on regulatory changes, industry best practices, and FNB compliance standards. Collaborate with internal teams and external stakeholders to drive business performance and client value. Requirements Degree in Investments, Economics, or related field. Certified Financial Planner (CFP) preferred. 3–5 years' experience as a Wealth Manager, advising and selling to high-income clients. FAIS regulatory experience across investment, long-term insurance, pension benefits, bonds, money markets, and forex (as listed in Cat 1 and Cat 2). Clean credit record (as per National Credit Act requirements). What You'll Bring Strong advisory skills with a proven track record of managing and growing client portfolios. Deep knowledge of wealth management products, financial markets, and regulatory frameworks. Relationship-driven approach with the ability to educate, influence, and retain high-value clients. Commitment to compliance, governance, and ethical financial planning. Closing Date : 30 September #J-18808-Ljbffr

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