FNB Jobs in Sandton – Wealth Manager

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.

Job Responsibilities:

• 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.
• 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.
• 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.
• Formulate proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.
• Take all necessary actions to ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability.
• Develop networks and build alliances to build and strengthen internal support bases.
• Engage in cross-functional activities.
• 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.
• 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.
• 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.

Job Requirements:

• Minimum Qualification : Relevant Degree in Investment or Economics. Certified Financial Planner.
• Experience : 3 to 5 years’ experience in a similar environment, of which 1 to 2 years ideally at junior (entry level) management level. Industry related Sales or Advisory experience with high income clients preferred
• Person must not be an unrehabilitated insolvent

Job Details:

Company: FNB

Vacancy Type:  Full Time

Job Location: Sandton

Application Deadline: N/A

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