Wealth Manager at FNB South Africa

Job Description

• Deliver advice‑led, integrated wealth management experience to high‑income and high‑net‑worth clients. You will be accountable for achieving gross production and sales targets, delivering consistently high‑quality advice aligned to FNB’s investment philosophy, and building strong, long‑term client relationships grounded in trust, expertise, and ethical conduct.

Your responsibilities will include:

• Achieving predetermined sales targets across the business by identifying opportunities in the client's base to advise clients on FirstRand 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.

Qualifications and Experience required:

• 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 is
• 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

FAIS Licensing (Preferred):

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.

As a Wealth Manager, you will benefit from:

• A competitive, performance‑linked reward model aligned to an attractive employee value proposition
• Opportunities to collaborate, network, and build meaningful relationships across the FirstRand Group
• A 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

End Date: May 31, 2026