Expert Financial Advisor for High Net Worth Individuals

2 months ago

Port Elizabeth, Eastern Cape, South Africa FirstRand Bank Limited Full time

 

About FirstRand Bank Limited

 

FirstRand Bank Limited is a leading financial services group that offers a range of banking and wealth management solutions to individuals and businesses. Our team of experts is dedicated to providing personalized advice and support to high net worth individuals, helping them achieve their financial goals.

 

Job Summary

 

We are seeking an experienced Wealth Manager to join our team of experts in private wealth and advisory services. As a Wealth Manager, you will be responsible for providing strategic financial advice and guidance to high net worth individuals, helping them manage their wealth and achieve their financial objectives.

 

About the Role

 

The Wealth Manager will be responsible for:

 

• Providing high-quality financial advice and guidance to high net worth individuals, helping them achieve their financial goals.

 

• Conducting thorough financial needs analysis to understand clients' financial situations and provide tailored advice and solutions.

 

• Developing and implementing comprehensive financial plans that align with clients' goals and risk tolerance.

 

• Managing clients' investment portfolios, ensuring that they are aligned with their financial goals and risk tolerance.

 

• Providing ongoing monitoring and review of clients' financial plans, making adjustments as needed to ensure they remain on track to meet their goals.

 

• Building and maintaining strong relationships with clients, providing exceptional customer service and ensuring their satisfaction.

 

• Collaborating with other team members to ensure seamless delivery of services to clients.

 

• Staying up-to-date with industry trends and developments, ensuring that clients receive the best possible advice and guidance.

 

• Complying with relevant laws, regulations, and standards, ensuring that clients' interests are protected.

 

Requirements

 

To be successful in this role, you will need:

 

• Relevant degree in finance, economics, or a related field.

 

• 3-5 years of experience in wealth management or a related field.

 

• Strong knowledge of financial planning, investment management, and risk management.

 

• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.

 

• Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions.

 

• Ability to work in a fast-paced environment, with multiple priorities and deadlines.

 

• Compliance with relevant laws, regulations, and standards.

 

• Ability to maintain confidentiality and handle sensitive information.

 

• Strong knowledge of FirstRand approved products, application procedures, processing, and timelines.

 

• Ability to maintain expert knowledge on relevant legislative amendments, industry best practices, and FNB's internal compliance procedures and requirements.

 

• Ability to ensure optimal usage and protection of business assets.

 

• Ability to maintain expert knowledge on all FirstRand approved products, application procedure, processing, and timelines.

 

• Ability to ensure that the quality of advice remains high and consistent and in line with FNB's investment philosophy and product approved matrix.

 

• Ability to contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.

 

• Ability to engage in cross-functional activities.

 

• Ability to collaborate across boundaries and find common ground with a widening range of stakeholders.

 

• Ability to maintain and build relationships for purposes of expectation management, knowledge sharing, and integration.

 

Salary

 

The salary for this role is estimated to be around R850,000 - R1,200,000 per annum, depending on experience and qualifications.

 

How to Apply

 

If you are a motivated and experienced wealth manager looking for a new challenge, please submit your application, including your resume and a cover letter, to the address below.

 

FirstRand Bank Limited
Private Wealth and Advisory Services
P.O. Box 786
Johannesburg, 2000

 

We look forward to hearing from you

 

Location

 

The role will be based in Johannesburg, South Africa.

 

Company Overview

 

FirstRand Bank Limited is a leading financial services group that offers a range of banking and wealth management solutions to individuals and businesses. Our team of experts is dedicated to providing personalized advice and support to high net worth individuals, helping them achieve their financial goals.

 

Benefits

 

As a Wealth Manager at FirstRand Bank Limited, you will have access to:

 

• Liaise and interact with clients and or customers via approved communication channels in a positive and helpful manner.

 

• 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.

 

• Develop networks and build alliances to build and strengthen internal support bases.

 

• Be an ambassador for FNB as a financial service provider encompassing our internal values and ethical standards.

 

Others

 

We are an equal opportunities employer and welcome applications from diverse candidates.

 

Please note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

 

18/10/24

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