Wealth Manager
3 months ago
Job Description
As a Wealth Manager, you will be in a team where experts come together using a data-informed Integrated Advice approach that takes a holistic view of each client’s current reality and combines this with their goals, family needs and long-term financial protection. We are made up of unique talents, diverse minds, agility and live up to our promise of staying curious to help our clients achieve their financial goals.
Our purpose is to provide the right integrated advice through appropriate investment solutions to our high-net-worth clients.
Your responsibilities will include:
- Achieving predetermined sales targets across the business by identifying opportunities in the clients 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 build alliances to grow and strengthen internal support bases.
Qualifications and Experience required:
- A Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment or Economics or related degree.
- Solid experience in providing custom built solutions to our client’s wealth portfolios at a managerial level is a fundamental requirement for this role.
- At this level, the Wealth Manager will have _CAT 1 licenses, signed off for supervision. CAT 2 licenses would be an advantage._
As a Wealth Manager you will have access to:
- Our attractive employee value proposition and reward model.
- Opportunities to network and collaborate with all stakeholders across the FirstRand Group.
- Opportunities to innovate.
- Flexible working environment.
- Deep focus on health and wellbeing.
- Coaches and mentors to help with your professional development.
post
fnb
LI-LS2
Job Details
Application Closing Date
12/09/24
-
Wealth Manager
5 months ago
Johannesburg, South Africa Watershed Consulting Full time**Job Description**: This is an opportunity for a passionate and well-established Wealth Manager to flourish in a dynamic and fast paced environment, which empowers you to grow and improve. RMB Private Bank is seeking experienced Wealth Managers, to form part of our team and provide expert legacy and wealth management advice to our diverse range of...
-
Wealth Manager
4 weeks ago
Johannesburg, South Africa Jobted ZA C2 Full timeA fast growing organization in the financial services industry is currently recruiting for a Wealth Manager to join their team of professionals. This is a fantastic opportunity to be trained up in a highly rewarding career that will give you absolute lifestyle freedom as a Wealth Manager. The successful candidate will be highly motivated and target...
-
Wealth Manager
5 months ago
Johannesburg, South Africa Curiska (Pty) Ltd Full timeHiring: Wealth manager in Rosebank **Responsibilities**: - Conducting a detailed financial analysis to determine opportunity for clients for onshore and offshore personal wealth portfolio's - Estate planning - Retirement planning - Education planning - Make detailed recommendations taking cognisance of each client's risk profile and financial needs -...
-
Wealth manager
4 weeks ago
Johannesburg, South Africa Network Recruitment Full timeA fast growing organization in the financial services industry is currently recruiting for a wealth manager to join their team of professionals. This is a fantastic opportunity to be trained up in a highly rewarding career that will give you absolute lifestyle freedom as a Wealth Manager. The successful candidate will be highly motivated and target driven....
-
Wealth Manager
4 weeks ago
Johannesburg, South Africa Network Recruitment Full timeA fast growing organization in the financial services industry is currently recruiting for a Wealth Manager to join their team of professionals. This is a fantastic opportunity to be trained up in a highly rewarding career that will give you absolute lifestyle freedom as a Wealth Manager. The successful candidate will be highly motivated and target driven....
-
Wealth Manager
4 weeks ago
Johannesburg, South Africa Network Recruitment Full timeA fast growing organization in the financial services industry is currently recruiting for a Wealth Manager to join their team of professionals. This is a fantastic opportunity to be trained up in a highly rewarding career that will give you absolute lifestyle freedom as a Wealth Manager. The successful candidate will be highly motivated and target driven....
-
Wealth Manager
3 weeks ago
Johannesburg, South Africa Network Recruitment Full timeA fast growing organization in the financial services industry is currently recruiting for a Wealth Manager to join their team of professionals. This is a fantastic opportunity to be trained up in a highly rewarding career that will give you absolute lifestyle freedom as a Wealth Manager. The successful candidate will be highly motivated and target driven....
-
Wealth Manager
3 months ago
Johannesburg, South Africa FirstRand Full timeJob Description 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. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. As a Wealth Manager, you...
-
Wealth Manager
5 months ago
Johannesburg, South Africa Crayon Full time**How you'll role** In your role as an experienced Wealth Manager, you will effectively plan and manage leads while interacting with potential businesses and professionals in order to achieve both the company’s goals and objectives as well as your own. You will provide bespoke financial advice to local and international clientele. To be successful in this...
-
Senior Wealth Manager
6 days ago
Johannesburg, South Africa C40 Cities Full timeA leading financial services firm situated in Johannesburg is seeking a Senior Wealth Manager to join their team. This role is perfect for a highly driven, entrepreneurial, and goal-oriented individual with a deep understanding of wealth management practices and procedures. The successful candidate will be responsible for transitioning a portfolio valued at...
-
Wealth Manager
2 months ago
Johannesburg, Gauteng, South Africa Kontak Recruitment Full timeWealth Planner Job DescriptionKontak Recruitment is seeking a skilled Wealth Planner to join our team. As a Wealth Planner, you will be responsible for building strong relationships with clients, assessing their financial goals, and providing tailored investment solutions.Key Responsibilities:Cultivate and maintain relationships with new and existing...
-
Wealth Management Specialist
4 weeks ago
Johannesburg, Gauteng, South Africa The Recruitment Council Full timeJob Summary:The Recruitment Council is seeking a highly skilled Wealth Management Specialist to join our team. As a key member of our wealth management team, you will be responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies.Key Responsibilities:Strategic...
-
Wealth Manager
5 months ago
Johannesburg, South Africa Curiska (Pty) Ltd Full time**Qualifications required**: - A degree in a finance related field such as a BCom, BusSc - A wealth management or investment management qualification recognized by the FSCA - A postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageous **Skills and experience required**: - At least 2 years’...
-
Wealth Advisor
3 weeks ago
Johannesburg, South Africa Jobted ZA C2 Full timePosition: Private Wealth Advisor The Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...
-
Wealth Management Professional
3 weeks ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeNetwork Recruitment is seeking a highly motivated and target-driven Wealth Management Professional to join their team of professionals. This is a fantastic opportunity to be trained up in a highly rewarding career that will give you absolute lifestyle freedom.The successful candidate will be responsible for advising the company's clients on all aspects of...
-
Senior Wealth Manager
4 weeks ago
Johannesburg, South Africa Jobted ZA C2 Full timeOur client, who is in the financial services industry is seeking a Senior Wealth Manager to join their dynamic team and take the lead in driving personalized financial strategies for their high-net-worth clients. This is a fantastic opportunity for a competitive salary, opportunities for professional development and career advancement, and access to...
-
Wealth Advisor
4 weeks ago
Johannesburg, South Africa The Recruitment Council Full timePosition: Private Wealth AdvisorThe Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...
-
Wealth Advisor
4 weeks ago
Johannesburg, South Africa The Recruitment Council Full timePosition: Private Wealth Advisor The Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...
-
Wealth Manager
1 month ago
Johannesburg South, South Africa FirstRand group Full timeDescription 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. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. As a Wealth Manager,...
-
Senior Wealth Manager
4 weeks ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeJob SummaryNetwork Recruitment is seeking a highly skilled Senior Wealth Manager to lead our client's dynamic team in providing personalized financial strategies for high-net-worth clients. This is a fantastic opportunity for a competitive salary, opportunities for professional development and career advancement, and access to industry-leading tools and...