Wealth Manager
Financial Services, Banking
Minimum Requirements
- 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, t he Wealth Manager will have CAT 1 licenses, signed off for supervision. CAT 2 licenses would be an advantage.
Responsibilities
- Achieving predetermined sales targets across the business by identifying opportunities in the clients 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 build alliances to grow and strengthen internal support bases.
