Private Bank Wealth Manager

Your responsibilities will include:
• Achieving predetermined sales targets across the business by identifying opportunities in the clients base to advise clients on the Client 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 build alliances to grow and strengthen internal support bases.

Qualifications and Experience required:
• A Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment or Economics or related degree.
• Solid experience in providing custom built solutions to our client’s wealth portfolios at a managerial level is a fundamental requirement for this role.
• At this level, the Wealth Manager will have CAT 1 licenses, signed off for supervision. CAT 2 licenses would be an advantage.

As a Wealth Manager you will have access to:
• Our attractive employee value proposition and reward model.
• Opportunities to network and collaborate with all stakeholders across the FirstRand Group.
• Opportunities to innovate.
• Flexible working environment.
• Deep focus on health and wellbeing.
• Coaches and mentors to help with your professional development.