Wealth Manager

Location: Bellville

Wealth Manager page is loaded## Wealth Manager locations:
Bellvilletime type:
Full time posted on:
Posted Todaytime left to apply:
End Date:
February 13, 2026 (22 days left to apply) job requisition :
R37613#
** Job Description
** To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments.
** Are you someone who can:
*** 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 First Rand 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 First Rand 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.
** You will be an ideal candidate if you:
*** 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:
** Cat 1:
*** 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
** Cat 2 – Advantage
*** 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…