Wealth Manager

Job Description To 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, and ensuring clients’ financial objectives are achieved with professionalism, integrity, and personalised service.

Wealth Manager Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of the people who make it happen. As part of our Private Wealth and Advisory Team, you’ll be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to our promise of staying curious.

This is where experts come together, challenge convention, and ignite meaningful financial change for our clients.

• Achieving predetermined sales targets across the business by identifying opportunities in the client's base to advise clients on First Rand approved investment and risk solutions.
• Informing and educating clients on products and services to ensure retention of existing clients, increasing sales revenue, and expanding the organisation's client base.
• Analysing financial information obtained from clients to develop a financial plan or proposal using the correct tools.
• Formulating proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.
• Providing regular client reports against agreed service level agreements.
• Ensuring that the quality of advice remains high and consistent and in line with FNB’s investment philosophy and product approved matrix.
• Contributing to sustaining a competitive edge through external networking, benchmarking, and representation on related forums.
• Developing networks and building alliances to grow and strengthen internal support bases.

• A relevant FSCA Approved degree in Finance, Investment, Economics, or a related field.
• Certified Financial Planner (CFP) designation
• 3–5 years’ experience as a Wealth Manager advising high-income / high-net-worth clients
• Solid experience in providing custom built solutions to our client’s wealth portfolios at a managerial level.
• A proven record of achieving sales and production targets in an advisory environment.
• At this level, the Wealth Manager will have CAT 1 licenses, signed off for supervision. CAT 2 licenses would be an advantage

• Category 1 (Required):
  Includes exposure across long-term insurance, retail pension benefits, shares, money market instruments, bonds, collective investment schemes, forex investments, deposits, structured deposits, and hedge fund participatory interests.
• Category 2 (Advantageous):
  Exposure to discretionary or managed investment mandates across shares, CIS, bonds, forex, deposits, structured products, and hedge funds.

• A competitive, performance-linked reward model aligned to an attractive employee value proposition.
• Opportunities to collaborate, network, and build meaningful relationships across the First Rand Group flexible and hybrid working environment that supports balance and sustainability.
• A strong focus on employee wellbeing, health, and long-term resilience.
• Continuous learning through access to coaches, mentors, and structured professional development.
• An inclusive, collaborative ecosystem that encourages innovation, curiosity, and mastery.

• Curious & courageous – driven to continuously learn, explore, and challenge yourself.
• Obsessed with mastery – committed to excellence and always raising the standard of your craft.

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check. You must not be an unrehabilitated insolvent. All suitably qualified candidates will be considered.

Important Closing Date

Note:

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

28/08/26

All appointments will be made in line with First Rand Group’s…