Wealth Manager

In brief

Overview This role at First National Bank (FNB) is for a Wealth Manager, acting as a comprehensive financial services advisor. The position focuses on delivering expert savings, investment, and estate planning solutions to high-income clients, providing tailored advice and strategies to foster long-term relationships through proactive engagement. The goal is to ensure clients’ financial objectives are achieved with professionalism, integrity, and personalised service. Additionally, the role involves delivering exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment using contextual Money Management principles. What you will do * Act as a comprehensive financial services advisor by delivering expert savings, investment, and estate planning solutions to high-income clients. * Provide tailored advice and strategies, fostering long-term relationships through proactive engagement. * Ensure clients’ financial objectives are achieved with professionalism, integrity, and personalised service. * Deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics. * Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. * Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth. * Identify and utilize opportunities for revenue growth to deliver on sales targets. * Provide appropriate banking and financial solutions across an allocated portfolio of clients. * Identify Local and Offshore fiduciary opportunities and advise on client philanthropy. * Ensure compliance with legislative and audit requirements and adherence to relevant processes. * Build working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation. * Develop, encourage and nurture collaborative relationships within FNB and/or across the First Rand Group (FRG). * Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering. * Participate in planned activities that are appropriate for own development. * Deliver customer experience excellence in own service delivery aligned to Organizational values and service standards. * Deliver internal and external customer service excellence through adherence to quality service standards. * Prevent wastage and identify process improvements to contain and reduce costs. Requirements (from the original advert) * Relevant NQF7 Level Degree in Finance, Economics or Accounting. * Completed RE5 qualification. * Preferred Qualification - Certified Financial Planner (CFP). * 3 to 5 years’ experience in Banking, Investment, Financial Planning, Wealth Management, and client facing environment. * Full understanding of money management principles. * Sign-off on the following sub-categories: * Long-Term Insurance subcategory B1 * Long-Term Insurance subcategory C * Retail Pension Benefits * Participatory Interests in a Collective Investment Scheme * Long-term Deposits * Short-term Deposits * Long-term Insurance subcategory B1-A * Excellent knowledge of global financial markets and current affairs. * Ability to match client needs with appropriate product solutions. * Excellent project management skills and able to plan and organize work independently. * Proven track record in servicing a portfolio of clients and in acquisition of new relationships. * Sound knowledge of the Bank's risk and other mandates to ensure exercising good commercial judgment while representing the Bank's and the shareholders’ interests always. Who should apply An ideal candidate is a comprehensive financial services advisor capable of delivering expert savings, investment, and estate planning solutions to high-income clients. They should excel at providing tailored advice, fostering long-term client relationships through proactive engagement, and ensuring financial objectives are met with professionalism, integrity, and personalized service. The suitable applicant will be adept at achieving revenue and profit targets, identifying growth opportunities, providing appropriate financial solutions, ensuring compliance, and building collaborative relationships. They should also demonstrate a commitment to continuous personal development and deliver excellence in both internal and external customer service. Deadline October 7, 2026 Reference Original posting: https://www.myjobmag.co.za/job/wealth-manager-fnb-south-africa-15 Source: myjobmag

Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.

At a glance

• At least 3 years of experience.

• Project management
• Customer service

Extracted automatically from the advert; confirm requirements on the original listing.

Job description

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