Wealth Manager

6 months 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 cross-functional 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.

  • Operational Risk Manager

    5 months ago

    Sandton, South Africa Adcorp Holdings Full time

    **Synopsis** We have Operational Risk Manager position to support the management of wealth division in setting and executing actions managing all aspects of risk within the business units of Wealth Division. This includes the identification, assessment, measurement, monitoring, reporting of risk, and the identification of key controls to mitigate risk. The...

  • Financial Professional for Wealth Management

    3 weeks ago

    Sandton, South Africa Shorza Ltd Full time

    At Shorza Ltd, a dynamic accounting and compliance firm, we are seeking an experienced Financial Professional to join our team in wealth management. This is an exciting opportunity for an ambitious individual to develop their UK Accounting and Tax expertise and contribute to a high-growth wealth business.Our ideal candidate will have a strong background in...

  • Wealth Strategist

    2 months ago

    Sandton, South Africa Recruitment Full time

    Wealth Strategist Job DescriptionAbout the Role:We are seeking a highly motivated and experienced Wealth Strategist to join our team at Recruitment. As a Wealth Strategist, you will be responsible for building strong relationships with clients, assessing their financial goals, and providing tailored investment solutions.Key Responsibilities:Cultivate and...

  • Wealth Strategist

    2 months ago

    Sandton, South Africa Recruitment Full time

    Wealth Strategist Job DescriptionAbout the Role:We are seeking a highly motivated and experienced Wealth Strategist to join our team at Recruitment. As a Wealth Strategist, you will be responsible for building strong relationships with clients, assessing their financial goals, and providing tailored investment solutions.Key Responsibilities:Cultivate and...

  • Practice Consultant

    4 weeks ago

    Sandton, South Africa PPS Recruitment Full time

    To ensure that the PPS Wealth Advisory function is effectively meeting all operational requirements by leading the team who provide essential support in terms of the Management, Wealth Managers, Wealth Members, Quality assurance, Business processingand 1st Line Compliance function. Enablement of new business growth, member experience, risk and compliance...

  • Wealth Strategist

    2 months ago

    Sandton, South Africa Recruitment Full time

    Wealth Planner Job DescriptionWe are 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 clients.Conduct...

  • Wealth Management Associate

    4 weeks ago

    Sandton, South Africa FirstRand Bank Limited Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Wealth Management Analyst to provide administrative and implementation support to our Wealth Managers. The successful candidate will be responsible for building and maintaining relationships with clients, collaborating with internal stakeholders, and controlling costs through awareness of...

  • Wealth Management Specialist

    2 weeks ago

    Sandton, South Africa FirstRand Bank Limited Full time

    DescriptionRMB Private Bank offers leading wealth management advice and innovative private banking solutions tailored to the evolving needs of our clients. Our strong record of excellence is complemented by a reputation for innovation and a genuine interest in the people we serve, inspiring us to craft insightful solutions that adapt to our clients'...

  • Chartered Accountant for Wealth Management

    1 month ago

    Sandton, South Africa Shorza Ltd Full time

    Company Overview: Shorza Ltd is a prominent firm specializing in accounting and compliance services.Position Overview: We are seeking a dedicated professional to enhance their expertise in UK Accounting and Taxation while contributing to our expanding wealth management division.Key Responsibilities:Assist with Company Tax, Individual Tax Returns, and...

  • Private Wealth Banker

    1 month ago

    Sandton, South Africa Absa Bank Full time

    Private Wealth Banker - Pipeline Sandton page is loaded Private Wealth Banker - Pipeline Sandton Apply locations Sandton time type Full time posted on Posted 30+ Days Ago job requisition id R-15962328 Empowering Africa’s tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional...

  • Private Wealth Advisor

    2 weeks ago

    Sandton, South Africa FirstRand Bank Limited Full time

    Description RMB Private Bank offers leading wealth management advice and private banking solutions that span all stages of our client’s wealth journey. Our strong record of excellence, combined with a reputation for innovation and a genuine interest in the people we serve, inspires us to craft insightful solutions that evolve as our clients’...

  • Wealth Investment Manager

    1 month ago

    Sandton, South Africa Absa Bank Full time

    Wealth Investment Manager Locations: Sandton Time Type: Full time Posted on: Posted 2 Days Ago Job Requisition ID: R-15968116 Empowering Africa’s tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the...

  • Head of Credit: Private Bank

    5 months ago

    Sandton, South Africa Absa Bank Limited Full time

    Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary The...

  • Wealth Management Analyst

    1 month ago

    Sandton, South Africa FirstRand Bank Limited Full time

    Description To provide appropriate administrative and implementation support to Wealth Managers through the execution of administrative duties as per agreed standard operating procedures To build and maintain relationships with clients, and collaborate with internal stakeholders and service providers Control costs through awareness of impact of work...

  • Private Wealth Banker

    6 months ago

    Sandton, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...

  • Private Banking Analyst Private Wealth D

    6 months 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 assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Bankers through provision of analysis,...

  • Private Banking Advisor Wealth

    3 weeks ago

    Sandton, South Africa FirstRand Bank Limited Full time

    Description To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder...

  • Structured and Investment Solutions Support-2

    5 months ago

    Sandton, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job...

  • Wealth Investment Manager

    2 months ago

    Sandton, South Africa Absa Bank Limited Full time

    Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job...

  • Operational Excellence Lead

    3 weeks ago

    Sandton, South Africa PPS Recruitment Full time

    Key Responsibilities:• Lead the team responsible for ensuring the PPS Wealth Advisory function meets operational requirements.Key Objectives:• Enable new business growth and member experience.• Manage risk and compliance, process design, and future fit planning of operational structures, roles, and systems.About the Role:This role is responsible for...