Wealth Manager
FirstRand —Pretoria, Gauteng
- Full-time
AI & Data Strategy Senior Manager
Accenture —Midrand, Gauteng
- Full-time
12d
Strategy Manager (Banking & Insurance)
Accenture —Midrand, Gauteng
- Full-time
Branch Consultant/ Financial Advisor - Sammy Marks
Sanlam —Pretoria, Gauteng
Branch Manager - Boulders
Sanlam —Midrand, Gauteng
Branch Consultant/ Financial Advisor - Boulders
Sanlam —Pretoria, Gauteng
Branch Manager - Kimberly
Sanlam —Pretoria, Gauteng

More jobs to discover

Find similar jobs that you might be interested in.

AI & Data Strategy Senior Manager
Accenture —Midrand, Gauteng
Drive market, client and competitor insights through immersive and data-driven analysis. Drive senior client relationships, business development, sales…
12d
B2B Social Media Manager – Construction Software
RIB Software GmbH —Centurion, Gauteng
Create and manage engaging content across social platforms, including copy, visuals, videos, campaigns, and community engagement.
2d

I want to receive the latest job alert for wealth manager in monument park gauteng

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth manager jobs near monument park gauteng

Branch Manager jobs in Pretoria, Gauteng

Wealth Manager jobs in Pretoria, Gauteng

Financial Advisor jobs in Pretoria, Gauteng

Strategy Manager jobs in Sandton, Gauteng

Training Manager jobs in Cape Town, Western Cape

Manager jobs in Johannesburg, Gauteng

Maintenance Manager jobs in Cape Town, Western Cape

Strategy Manager jobs in Johannesburg, Gauteng

Education Programme Manager jobs in Cape Town, Western Cape

Logistics Manager jobs in Cape Town, Western Cape

Branch Manager jobs in Johannesburg, Gauteng 2140

Branch Manager jobs in Pietermaritzburg, Kwazulu Natal

Branch Manager jobs in Soweto, Gauteng

Project Manager Remote Part Time jobs in Cape Town, Western Cape

Warehouse Manager jobs in Cape Town, Western Cape

Branch Manager jobs in Gauteng

Office Manager jobs in Sandton, Gauteng

Manager jobs in Nelspruit, Mpumalanga

Wealth Manager jobs in Monument Park, Gauteng

Logistics Operations Manager jobs in Durban, Kwazulu Natal

Wealth Manager

FirstRand -
Pretoria, Gauteng

Apply Now

Job Details

Full-time

Full Job Description

Job Description

To act as a comprehensive financial services advisor by delivering expert savings, investment, and estate planning solutions to high-income clients. Provide tailored advice and strategies, fostering long-term relationships through proactive engagement, and ensuring clients’ financial objectives are achieved with professionalism, integrity, and personalised service.

#LI-TM2

#POST

#FNB

Achieve gross production target as indicated in scorecard.
Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand approved investment and risk products.
Be an ambassador for FNB as a financial service provider encompassing our internal values and ethical standards.
Maintain expert knowledge on all FirstRand approved products, application procedure, processing and timelines in order to drive and achieve relevant sales 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.
Develop networks and build alliances to build and strengthen internal support bases.
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.
Inform and educate customers on products and services to ensure retention of existing customers; increase sales revenue and increase the organisation's customer base.
Liaise and interact with clients and or customers via approved communication channels in a positive and helpful manner.
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.
Formulate proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.
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.
Monitor financial market trends to ensure that client plans are responsive.
Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing trends and data.
Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
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.

Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

06/07/26

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.

Apply Now

Refine Your Search

wealth manager jobs in monument park gauteng

Wealth Manager

AI & Data Strategy Senior Manager

Strategy Manager (Banking & Insurance)

Branch Consultant/ Financial Advisor - Sammy Marks

Branch Manager - Boulders

Branch Consultant/ Financial Advisor - Boulders

Branch Manager - Kimberly

More jobs to discover

I want to receive the latest job alert for wealth manager in monument park gauteng

Explore jobs in more locations

Job Description

Important Closing Date Note

Job Seeker Tools

Employer Tools

Browse

Stay Connected