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Wealth Portfolio Manager

2 months ago

Germiston, Gauteng, South Africa FirstRand Bank Limited Full time
We are seeking a highly skilled Wealth Manager to join our team at FirstRand Bank Limited. As a Wealth Manager, you will play a key role in providing expert financial advice to our high-net-worth clients.

Key Responsibilities:
We are looking for a talented individual who can:
  1. Develop and implement customized financial plans to help clients achieve their financial goals.
  2. Analyze financial information and provide expert advice on investments, risk management, and estate planning.
  3. Build and maintain strong relationships with clients to ensure their ongoing financial well-being.
  4. Stay up-to-date with market trends and regulatory changes to provide the best possible advice to clients.
  5. Work closely with our team of experts to provide integrated advice and solutions to clients.
  6. Contribute to the development of our team's knowledge and skills through sharing best practices and expertise.

    Qualifications and Experience:
    We are looking for a candidate with a strong background in finance and investments, including a Certified Financial Planner (CFP) qualification or equivalent experience. A graduate qualification in Finance, Investment, or Economics is highly desirable. In addition, we are looking for a candidate with solid experience in providing customized financial solutions to clients at a managerial level.

    What We Offer:
    We offer a competitive salary and benefits package, as well as opportunities for career growth and professional development. We are committed to providing a supportive and inclusive work environment that allows our employees to thrive.