Wealth Manager

4 weeks ago

Pretoria, Gauteng, South Africa FirstRand Bank Limited Full time

Job Summary

We are seeking a highly skilled Wealth Manager to join our team at FirstRand Bank Limited. As a Wealth Manager, you will be responsible for providing expert financial services advice to high-income clients, focusing on investments and estate planning.

Key Responsibilities

  • Formulate proposals for cash management, risk needs, investment planning, and estate planning to help clients achieve their financial goals.
  • Identify opportunities to advise on FirstRand approved investment and risk products to achieve sales targets.
  • Investigate available investment opportunities to determine compatibility with client financial plans.
  • Review clients' financial plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
  • Provide regular reports on delivery of services against agreed service level agreements and customer targets.
  • Ensure the quality of advice remains high and consistent 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.
  • Achieve gross production target as indicated in scorecard.
  • Inform and educate customers on products and services to ensure retention of existing customers and increase sales revenue.
  • Advise on and provide support to ensure the effective resolution of customer queries to ensure customer satisfaction and retention.
  • Analyse financial information obtained from clients to develop a financial plan or proposal using the correct tools.
  • 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 the 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 the area of specialisation and identify risks.
  • Ensure optimal usage and protection of business assets.
  • Maintain expert knowledge on all FirstRand approved products, application procedure, processing, and timelines to drive and achieve relevant sales targets.
  • Engage in cross-functional activities.
  • Collaborate across boundaries and find common ground with a widening range of stakeholders.
  • Maintain and build relationships for purposes of expectation management, knowledge sharing, and integration.

Requirements

  • Relevant degree in Investment or Economics.
  • Completed Certified Financial Planner preferred.
  • 3 to 5 years' experience as a Wealth Manager with sales and advisory experience with high-income clients.
  • Candidates with FAIS experience will be given preference.

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