Wealth Manager at FirstRand Bank India

Bellville, Western Cape, South Africa -

Full Time

Start Date

Immediate

Expiry Date

06 Mar, 26

Salary

0.0

Posted On

06 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Planning, Estate Planning, Financial Analysis, Client Relationship Management, Sales Target Achievement, Compliance Knowledge, Risk Management, Networking, Financial Reporting, Customer Education, Cross-Functional Collaboration, Financial Product Knowledge, Proposal Development, Customer Query Resolution, Market Analysis, Governance Procedures

Industry

Banking

Description

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. 31/12/25 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. 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 MyQ. FirstRand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India. Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), FirstRand Limited is the largest financial institution by market capitalisation in Africa. The group follows a multi-branding approach. Its portfolio of financial services businesses includes FNB, RMB, WesBank, Ashburton Investments, Aldermore, MotoNovo and DirectAxis. Many are leaders in their respective segments and markets, offering transactional, lending, investment and insurance products and services The FirstRand Corporate Centre houses many of the critical functions required by a large and complex financial services group. The group's track record of delivering superior returns to shareholders has been achieved through a combination of organic growth, acquisitions, innovation and the creation of completely new businesses. The group’s purpose of delivering Shared Prosperity provides many opportunities for employees to innovate to address social and environmental challenges in our markets. All of our businesses have successful Volunteering programmes which also allow employees to adopt and support causes close to their hearts.

Responsibilities

The Wealth Manager will provide financial services advice to high-income clients, focusing on investments and estate planning. Responsibilities include formulating financial proposals, achieving sales targets, and ensuring compliance with relevant regulations.