Wealth Manager- George

Job Description

To serve as a full-spectrum financial advisor to high-net-worth clients, delivering expert guidance across savings, investments, estate planning, and fiduciary services. The role emphasises investment advisory and portfolio management, both locally and offshore.

• Provide comprehensive financial planning and investment advice to high-income clients.
• Formulate proposals in investment planning, estate planning, cash management, and risk needs.
• Manage and grow a portfolio of clients with assets under management AUM of R300 million or more.
• Conduct regular reviews of client financial plans, adapting to life changes, market trends, and economic shifts.
• Monitor financial market trends to ensure that client plans remain responsive and relevant.
• Investigate available investment opportunities to determine compatibility with client financial plans.
• Analyse financial information obtained from clients to develop financial plans or proposals using appropriate tools.
• Improve business decisions by providing accurate and reliable business intelligence, including trend and data analysis.
• Accumulate information to review work progress, contributing to reporting, decision-making, and identifying improvement opportunities.
• Provide regular reports on service delivery against agreed service level agreements and overall customer targets.
• Ensure compliance with relevant statutory, legislative, policy, and governance requirements.
• Maintain expert knowledge of legislative amendments, industry best practices, and FNB's internal compliance procedures.
• Ensure compliance is embedded in systems and procedures as per FNB standards.
• Implement and contribute to the development of governance and compliance processes, identifying and mitigating risks.
• Ensure optimal usage and protection of business assets.
• Achieve gross production and sales targets as indicated in scorecards.
• Identify opportunities to advise on FirstRand-approved investment and risk products.
• Maintain expert knowledge of FirstRand-approved products, application procedures, processing, and timelines.
• Ensure high-quality, consistent advice aligned with FNB's investment philosophy and product matrix.
• Act as an ambassador for FNB, upholding internal values and ethical standards.
• Contribute to sustaining a competitive edge through external networking, benchmarking, and representation in relevant forums.
• Develop networks and build alliances to strengthen internal support bases.
• Engage in cross-functional activities and collaborate across boundaries with diverse stakeholders.
• Maintain and build relationships for expectation management, knowledge sharing, and integration.
• Inform and educate clients on products and services to retain existing clients, increase revenue, and grow the customer base.
• Liaise with clients via approved communication channels in a positive and helpful manner.
• Support the resolution of client queries to ensure satisfaction and retention.

End Date: August 31, 2026