1,052 Wealth Manager jobs in South Africa

Overview

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.

Hello future 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 people that make it happen.

As part of our Private Wealth and Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Responsibilities

• 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.
• Formulate proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.
• Achieve gross production target as indicated in scorecard.
• 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.
• 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.
• 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.
• 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.

Ideal candidate

• You will be an ideal candidate if you :

Qualifications

• Relevant Degree in Investment or Economics. Certified Financial Planner.
• 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 :
• 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 Term Deposits
• 2.18 Structured Deposits
• 2.20 Participatory interest in hedge funds

You will have access to

• Liaise and interact with clients and or customers via approved communication channels in a positive and helpful manner.
• Monitor financial market trends to ensure that client plans are responsive.
• Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing trends and data.
• Develop networks and build alliances to build and strengthen internal support bases.
• Be an ambassador for FNB as a financial service provider encompassing our internal values and ethical standards.

We can be a match if you are

• Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to
• Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it

Are you interested to take the step? We look forward to engaging with you further. Apply now

Closing date: 30 / 05 / 25

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

#J-18808-Ljbffr

Business Unit - Nedbank Private and Wealth - High Net Worth

Closing Date - 3 September 2025

Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups

Job Family

Investment Banking

Manage Self: Professional

FAIS Affected

FAIS Affected - Yes

Job Purpose

To manage clients' wealth needs through an ongoing advisory process to achieve Nedbank's strategic goals of client centricity and revenue generation, as per the business strategy.

Job Responsibilities

• Acquire and retain clients' assets under management through sales activities and consulting with clients for profitable pricing.
• Grow internal Nedbank Group networks by identifying suitable groups and individuals in order to create awareness of the value proposition and attract leads.
• Research new client targets by evaluating opportunities and preparing for first contact.
• Analyse current and potential clients by determining Wealth Management opportunities in relation to their portfolio in order to achieve growth in revenue.
• Propose and execute on client wealth management needs, through personal and specialist support to ensure a profitable and sustainable solutions.
• Cross-sell on-shore and off-shore Investments, Estate Planning, Risk, Banking and Philanthropy solutions by continuously reviewing and seeking to understand client needs in order to increase Assets Under Management and increasing overall client share of wallet.
• Build and maintain relationships with internal stakeholders through collaboration, information sharing and giving and receiving feedback
• Grow external networks through participation in events and membership to external bodies in order to source referrals and leads external to Nedbank.
• Identify opportunities and referrals based on programmes and reviews by executing client visitation programme and annual reviews and utilising specialists as needed.
• Undertake correct wealth planning activities appropriate for client.
• Monitor performance on ongoing basis by analysing own contribution against targets and/or revenue
• Utilise available resources by managing stakeholder expectations and ensuring deliverables within expected timeframes.
• Propose and execute on client wealth management needs personally and through the support of specialists by advising within regulatory framework
• Mitigate risk to Nedbank by providing professional expertise to ensure regulatory compliance and best advice for client.
  

Job Responsibilities Continue

• Ensure compliance to legal and regulatory requirements by taking all legal/compliance steps and completing mandates/documents to record all advice.
• Resolve work obstacles by managing on a case-by-case basis and early escalation where required.
• Contribute to strategy development by recommending improvements to existing processes and strategies.
• Support the achievement of the business strategy, objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems, process, services and solutions are aligned.
• Identify training courses and career progression for self through input and feedback from management.
• Ensure all personal development plan activities are completed within specified timeframe.
• Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
• Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations.
• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc.).
• Participate and support corporate responsibility initiatives for the achievement of business strategy (e.g. Green Strategy).
• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.
  

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate
• National Certificates and Occupational Awards

Preferred Qualification

• Degree in Commerce/Finance/ Business Science etc
• Post Graduate Diploma in Financial Planning (essential)
• Certified Financial Planner (CFP) or studying towards CFP
• Regulatory FAIS Exams - RE5 (essential)

Minimum Experience Level

• 3-5 years related experience in Financial Planning/Wealth Management acquisitions/sales is essential

Technical / Professional Knowledge

• Business terms and definitions
• Business writing
• Communication Strategies
• Data analysis
• Governance, Risk and Controls
• Industry trends
• Microsoft Office
• Principles of financial management
• Relevant regulatory knowledge
• Decision-making process
• Nedbank policies and procedures
• Business Acumen
• Relevant software and systems knowledge
• Banking knowledge
• Banking procedures
• Research methodology
• High-Impact Communication
• Managing Work
• Sustaining Customer Satisfaction
• Technical/Professional Knowledge and Skills

---

Please contact the Nedbank Recruiting Team at

If you can't find the job you're looking for, activate job alerts to be one of the first to know when new positions open up.

Nedbank Ltd Reg No 1951/ /06.
Authorised financial services and registered credit provider (NCRCP16).

For assistance please contact the Nedbank Recruiting Team at

#J-18808-Ljbffr

Our Client

Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build.

Duties & Responsibilities

They are looking to bring in an experienced Wealth Manager and afford them the opportunity to succeed with their superior and diverse risk and investment offerings.

Desired Experience & Qualifications

• 7+ years Financial Planning/Wealth Management experience
• CFP advantageous
• RE 5

#J-18808-Ljbffr

About Us

Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build.

Duties & Responsibilities

They are looking to bring in an experienced Wealth Manager and afford them the opportunity to succeed with their superior and diverse risk and investments offering.

Desired Experience & Qualification

• 7+ years Financial Planning/Wealth Management experience
• CFP advantageous
• RE 5

#J-18808-Ljbffr

Wealth Manager page is loaded# Wealth Managerlocations: Bellvilletime type: Full timeposted on: Posted Todaytime left to apply: End Date: August 31, 2025 (30+ days left to apply)job requisition id: 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 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:*** 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 Term Deposits* 2.18 Structured Deposits* 2.20 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.**Thank you for your interest in joining our talent community. Please note that this advertisement is not for an active vacancy, and as such you will not receive a decline notice or status update immediately. We are currently gathering applications to build a talent pool for future opportunities. By submitting your application, you will be considered for similar roles that may become available. We appreciate your interest and look forward to potentially working with you in the future.**# # ***Job Details***# **Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.**31/08/25All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via .
#J-18808-Ljbffr

Wealth Manager page is loaded# Wealth Managerlocations: Bellvilletime type: Full timeposted on: Posted Todaytime left to apply: End Date: August 31, 2025 (30+ days left to apply)job requisition id: 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 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:*** 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 Term Deposits* 2.18 Structured Deposits* 2.20 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.**Thank you for your interest in joining our talent community. Please note that this advertisement is not for an active vacancy, and as such you will not receive a decline notice or status update immediately. We are currently gathering applications to build a talent pool for future opportunities. By submitting your application, you will be considered for similar roles that may become available. We appreciate your interest and look forward to potentially working with you in the future.**# # ***Job Details***# **Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.**31/08/25All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via .
#J-18808-Ljbffr

# **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.**Hello future 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 people that make it happen.As part of our Private Wealth and Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.**Are you someone who can:*** 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.* Formulate proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.* Achieve gross production target as indicated in scorecard.* 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.* 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.* 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.* 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. Certified Financial Planner.* 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:*** 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 Term Deposits* 2.18 Structured Deposits* 2.20 Participatory interest in hedge funds**You will have access to:*** Liaise and interact with clients and or customers via approved communication channels in a positive and helpful manner.* Monitor financial market trends to ensure that client plans are responsive.* Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing trends and data.* Develop networks and build alliances to build and strengthen internal support bases.* Be an ambassador for FNB as a financial service provider encompassing our internal values and ethical standards.**We can be a match if you are:*** Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to* Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it#Post#FNB#LI-AA1# # ***Job Details***# **Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.**31/08/25All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via .
#J-18808-Ljbffr

# **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.**Hello future 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 people that make it happen.As part of our Private Wealth and Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.**Are you someone who can:*** 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.* Formulate proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.* Achieve gross production target as indicated in scorecard.* 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.* 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.* 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.* 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. Certified Financial Planner.* 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:*** 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 Term Deposits* 2.18 Structured Deposits* 2.20 Participatory interest in hedge funds**You will have access to:*** Liaise and interact with clients and or customers via approved communication channels in a positive and helpful manner.* Monitor financial market trends to ensure that client plans are responsive.* Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing trends and data.* Develop networks and build alliances to build and strengthen internal support bases.* Be an ambassador for FNB as a financial service provider encompassing our internal values and ethical standards.**We can be a match if you are:*** Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to* Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it#Post#FNB#LI-AA1# # ***Job Details***# **Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.**31/08/25All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via .
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Wealth Manager page is loaded# Wealth Managerlocations: Bellvilletime type: Full timeposted on: Posted Todaytime left to apply: End Date: August 31, 2025 (30+ days left to apply)job requisition id: 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 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:*** 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 Term Deposits* 2.18 Structured Deposits* 2.20 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.**Thank you for your interest in joining our talent community. Please note that this advertisement is not for an active vacancy, and as such you will not receive a decline notice or status update immediately. We are currently gathering applications to build a talent pool for future opportunities. By submitting your application, you will be considered for similar roles that may become available. We appreciate your interest and look forward to potentially working with you in the future.**# # ***Job Details***# **Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.**31/08/25All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via .
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