Wealth Manager

• 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. 

• Relevant NQF7 Level Degree in Finance, Economics or Accounting. 
• Completed RE5 qualification. 
• Preferred Qualification - Certified Financial Planner (CFP) 
• Experience - 3 to 5 years’ experience in Banking, Investment, Financial Planning, Wealth 
• Management, and client facing environment. 
• Full understanding of money management principles 

Candidates are required to have sign-off on the following sub-categories:  
▪ 1.3 Long-Term Insurance subcategory B1  
▪ 1.4 Long-Term Insurance subcategory C  
▪ 1.5 Retail Pension Benefits  
▪ 1.14 Participatory Interests in a Collective Investment Scheme  
▪ 1.17 Long-term Deposits  
▪ 1.18 Short-term Deposits  
▪ 1.22 Long-term Insurance subcategory B1-A  
 
You will have access to: 

• Sound working knowledge of required business-related systems. 
• Sound working knowledge of Banking and Financial Services Regulatory requirements. 
• Knowledge on wealth management creation and accumulation 
• Wealth protection or risk knowledge. 

• 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.  

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