Private Wealth Manager

5 days ago


Rustenburg, North-West, South Africa FNB South Africa Full time

About FNB South Africa:

We are a leading financial institution committed to delivering exceptional service to our clients. Our team is passionate about creating value for our stakeholders, and we are looking for talented individuals to join us.

In this role, you will have the opportunity to work with a dynamic team that values innovation and collaboration. Your primary objective will be to identify opportunities for banking new clients and growing existing portfolios through effective stakeholder management.

  • Main Responsibilities:
  • To contribute to a culture of service excellence, build positive relationships, and provide exceptional service;
  • To understand and market all financial services solutions within the relevant business offering;
  • To assist with profit growth for the business;
  • To ensure effective management of the leads pipeline;
  • To develop, encourage, and nurture collaborative relationships across the FRG;
  • To continuously assess own performance, seek timely feedback, and request training where appropriate;
  • To contribute to innovation by finding faster and more accurate ways of working;
  • To provide an efficient administration service through careful planning, reporting, and updating of all relevant information;
  • To develop and manage key stakeholder relationships that enable achievement of operational objectives;
  • To deliver exceptional and high-quality service that exceeds customers' expectations through proactive, innovative, and appropriate solutions;
  • To act responsibly with work-related resources to contribute to cost containment;
  • To ensure growth and increase in customer base by managing existing clients, generating new leads, and growing active customer account base;
  • To comply with relevant statutory, legislative, policy, and governance requirements as well as set processes and procedures related to area of specialisation;
  • To provide sound services and recommendations based on customer and client needs, current information, and trends;
  • To achieve expected financial targets and uphold associated service levels.

**What We Offer:**

  • A competitive salary package;
  • Ongoing training and development opportunities;
  • A dynamic and supportive work environment.


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