Company: FNB South Africa
Industry: Banking / Financial Services
Deadline: Sep 30, 2025
Job Type: Full Time
Qualification: Bachelors
Experience: 3 – 5 years
Location: Western Cape
City: Bellville
Field: Finance / Accounting / Audit
Job Title: Wealth Manager-bellville
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 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.
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:
- Long-Term Insurance subcategory B1
- Long-Term Insurance subcategory C
- Retail Pension Benefits
- Shares
- Money Market Instruments
- Bonds
- Participatory Interests in a Collective Investment Scheme
- Forex Investments
- Long-term Deposits
- Short-term Deposits
- Long- Term Insurance Subcategory B2
- Long- Term Insurance Subcategory B2- A
- Long-term Insurance subcategory B1-A
- Structured Deposits
- Participatory Interest in hedge fund
Cat 2 – Advantage
- Long Term Insurance Subcategory C
- Retail Pension Benefits
- Shares
- Money Market Instruments
- Bonds
- Participatory Interests in one or more CIS
- Forex Investments
- Long Term Deposits
- Short Term Deposits
- Structured Deposits
- 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.
End Date: September 30, 2025
