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Investment Planning Expert

1 week ago

Bellville, Western Cape, South Africa FNB South Africa Full time
About Our Ideal Candidate

We are looking for a highly skilled and experienced Wealth Manager to join our Private Banking and Advisory Team at FNB South Africa. As a key member of this team, you will be responsible for providing expert financial services advice to high-income clients, focusing on investments.

The ideal candidate will have a strong background in investment planning, risk management, and estate planning, with experience in formulating proposals to help clients achieve their financial goals. You will also need to have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.

Key Responsibilities:

  • Provide expert financial services advice to high-income clients, focusing on investments.
  • Develop and implement comprehensive financial plans for high-income clients, taking into account their individual needs and goals.
  • 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: