Wealth Manager

5 days 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 net worth clients, with a focus on investments.

Key Responsibilities

  • Formulate proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.
  • Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand approved investment and risk products.
  • 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.
  • Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
  • 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.
  • Achieve gross production target as indicated in scorecard.
  • Inform and educate customers on products and services to ensure retention of existing customers; increase sales revenue and increase the organisation's customer base.
  • 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.
  • 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.
  • Maintain expert knowledge on all FirstRand approved products, application procedure, processing and timelines in order to drive and achieve relevant sales targets.
  • 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.

Requirements

  • Relevant Degree in Investment or Economics.
  • Completed Certified Financial Planner preferred.
  • Have 3 to 5 years' experience as a Wealth Manager with sales and advisory experience with high income clients.
  • Candidates with the following FAIS experience will be given preference:
    • 1.3 Long-Term Insurance subcategory B1
    • 1.4 Long-Term Insurance subcategory C
    • 1.5 Retail Pension Benefits
    • 1.8 Shares
    • 1.9 Money Market Instruments
    • 1.12 Bonds
    • 1.14 Participatory Interests in a Collective Investment Scheme
    • 1.15 Forex Investments
    • 1.17 Long-term Deposits
    • 1.18 Short-term Deposits
    • 1.20 Long- Term Insurance Subcategory B2
    • 1.21 Long- Term Insurance Subcategory B2- A
    • 1.22 Long-term Insurance subcategory B1-A
    • 1.24 Structured Deposits
    • 1.26 Participatory Interest in hedge fund
    • 2.2 Long Term Insurance Subcategory C
    • 2.3 Retail Pension Benefits
    • 2.5 Shares
    • 2.6 Money Market Instruments
    • 2.9 Bonds
    • 2.11 Participatory Interests in one or more CIS
    • 2.12 Forex Investments
    • 2.13 Long Term Deposits
    • 2.14 Short Term Deposits
    • 2.18 Structured Deposits
    • 2.20 Participatory interest in hedge funds

Additional Requirements

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

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