Wealth Manager

Job Description

FNB is looking for a Wealth Manager to provide comprehensive financial services to high income clients, focusing on investments. The role includes formulating financial proposals, reviewing plans, ensuring compliance, and achieving sales targets. This opportunity is part of a talent pool for future vacancies.

Requirements

• Relevant Degree in Investment or Economics
• Certified Financial Planner qualification preferred
• 3 to 5 years’ experience as a Wealth Manager with advisory and sales to high income clients
• Experience with the following FAIS Cat 1 subcategories: 1.3 Long-Term Insurance B1, 1.4 Long-Term Insurance C, 1.5 Retail Pension Benefits, 1.8 Shares, 1.9 Money Market Instruments, 1.12 Bonds, 1.14 Collective Investment Schemes, 1.15 Forex Investments, 1.17 Long-term Deposits, 1.18 Short-term Deposits, 1.20 Long-Term Insurance B2, 1.21 Long-Term Insurance B2-A, 1.22 Long-Term Insurance B1-A, 1.24 Structured Deposits, 1.26 Hedge Funds
• Advantageous to have experience with FAIS Cat 2 subcategories: 2.2 Long-Term Insurance C, 2.3 Retail Pension Benefits, 2.5 Shares, 2.6 Money Market Instruments, 2.9 Bonds, 2.11 CIS, 2.12 Forex Investments, 2.13 Long-Term Deposits, 2.14 Short-Term Deposits, 2.18 Structured Deposits, 2.20 Hedge Funds
• Credit record check required as per the National Credit Act
• Maintain expert knowledge on relevant legislation, FNB compliance, and industry best practices
• Expertise in FirstRand product portfolio, application and processing procedures

Responsibilities

• Formulate proposals in cash management, investment planning, estate planning, and risk needs to meet client goals
• Achieve sales targets by identifying advisory opportunities across investment and risk products
• Investigate investment opportunities suitable for client financial plans
• Review client financial plans based on life, economic, or market changes
• Deliver reports tracking service performance against SLAs and customer targets
• Ensure quality and consistency of advice in line with FNB's philosophy and product matrix
• Represent FNB in industry forums and maintain a competitive edge through networking
• Drive customer retention through product education and service delivery
• Support and resolve client queries to ensure satisfaction and loyalty
• Analyze client financial data to create proposals using appropriate tools
• Provide input for reporting, decision making, and improvement identification
• Comply with all legal, statutory, and governance requirements
• Contribute to the development and implementation of governance and compliance processes
• Protect and optimize the use of business assets
• Engage in cross-functional activities and foster collaboration with stakeholders
• Maintain and grow stakeholder relationships for integration and knowledge sharing