Wealth Manager – FNB | Financial Advisory Jobs in Eastern Cape
Company: First National Bank (FNB)
Location: Eastern Cape, South Africa
Time Type: Full-Time
Date Posted: 8 May 2025
Closing Date: 30 May 2025
Requisition ID: R31562
About FNB
FNB is a leading South African bank known for its innovation, customer-centric approach, and commitment to creating a better future through financial services. As part of the FirstRand Group, FNB empowers individuals and businesses through a full spectrum of banking, investment, and wealth management solutions. We are home to the #changeables—visionary professionals who push boundaries, embrace adaptability, and make a measurable impact.
Role Overview
We are looking for a highly skilled Wealth Manager to join our Private Wealth and Advisory Team in the Eastern Cape. In this role, you will provide tailored financial advice and wealth management services to high-income clients, with a strong focus on investment planning and estate structuring. This is an opportunity for a dynamic professional who thrives in a client-centric, high-performance environment and has a passion for helping clients achieve financial growth and security.
Key Responsibilities
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Deliver expert savings, investment, and estate planning advice
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Develop customized financial strategies aligned with clients’ goals
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Analyze financial data to prepare comprehensive financial proposals
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Educate clients on financial products to ensure long-term retention
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Increase client acquisition and drive new investment opportunities
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Review and update financial plans regularly to adapt to changing circumstances
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Investigate investment options that align with client profiles and risk tolerance
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Achieve gross production and sales targets as outlined in scorecards
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Ensure high-quality advice aligned with FNB’s investment philosophy
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Maintain compliance with internal procedures and industry legislation
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Collaborate with internal teams to deliver seamless client service
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Generate business intelligence and track performance against SLAs
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Maintain updated knowledge of all FirstRand-approved financial products
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Proactively engage with clients to resolve queries and improve satisfaction
Qualifications and Experience
Minimum Requirements:
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A relevant degree in Investment, Economics, or Financial Planning
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Certified Financial Planner (CFP) certification
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3 to 5 years’ experience in a Wealth Manager or financial advisory role
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Strong portfolio of servicing high-net-worth clients with tailored solutions
Preferred FAIS Experience – Category 1:
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1.3, 1.4, 1.5 – Long-Term Insurance and Retirement Benefits
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1.8 to 1.15 – Shares, Money Market Instruments, Bonds, Collective Investments, Forex
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1.17 to 1.24 – Deposits, Structured Deposits, and Hedge Funds
Preferred FAIS Experience – Category 2:
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2.2 to 2.20 – Advanced product knowledge in investments, pension benefits, and hedge funds
What FNB Offers
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A collaborative and inclusive work environment
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Access to industry-leading tools, platforms, and financial products
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Ongoing professional development and training opportunities
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Competitive remuneration package and performance incentives
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A chance to make a lasting impact within a high-profile portfolio of clients
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Exposure to cutting-edge wealth advisory strategies and technologies
Ideal Candidate Attributes
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Passion for financial markets and wealth creation
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Detail-oriented and committed to ethical standards
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Strong interpersonal and networking skills
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Analytical mindset with the ability to simplify complex financial matters
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Agile and forward-thinking professional ready to adapt and lead
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A deep sense of curiosity and dedication to professional mastery
Employment Equity Commitment
FNB is an Equal Opportunity Employer. All appointments will be made in accordance with the FirstRand Group’s Employment Equity Plan. We actively encourage applications from individuals with disabilities, who are invited to disclose such information voluntarily. All disclosures will be treated with confidentiality unless legally obligated to share such information.
How to Apply
To apply for this exciting opportunity, visit the official FNB Careers portal and submit your application by 30 May 2025. Applications received after this date will not be accepted. Shortlisted candidates will be contacted directly for further assessments.
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