{"id":4092352,"url":"https://alion.io/job/firstrand-wealth-manager-4","title":"Wealth Manager","company":{"id":4436,"name":"FirstRand","domain":"firstrand.co.za","url":"https://alion.io/company/firstrand","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":100,"open_postings":6,"ghost_share":0,"stale_share":0,"repost_share":0.167,"time_to_fill_p50_days":11,"computed_at":"2026-11-11T05:49:22Z"}},"role":"Finance","role_family":"Finance","seniority":"middle","employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Pretoria, South Africa"],"countries":["ZA"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[{"name":"Reward Modeling","optional":false}],"status":"live","first_seen_at":"2026-10-04T00:00:00Z","employer_posted_date":"2026-10-04","last_verified_at":"2026-11-11T20:28:29Z","board_verified":true,"closed_at":null,"days_open":38,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":38},"description":"Job Description\nTo deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.Welcome to FNB, the home of the #changeables.\nWe design for the shapeshifters and deliver products and services that make us incredibly proud of the people who make it happen.\nAs part of our Private Wealth and Advisory Team, you’ll be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to our promise of staying curious. This is where experts come together, challenge\nconvention, and ignite meaningful financial change for our clients\nYour responsibilities will include:\nAchieving predetermined sales targets across the business by identifying opportunities in the client's base to advise clients on FirstRand approved investment and risk solutions.\nInforming and educating clients on products and services to ensure retention of existing clients, increasing sales revenue, and expanding the organisation's client base.\nAnalysing financial information obtained from clients to develop a financial plan or proposal using the correct tools.\nFormulating proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.\nProviding regular client reports against agreed service level agreements.\nEnsuring that the quality of advice remains high and consistent and in line with FNB’s investment philosophy and product approved matrix.\nContributing to sustaining a competitive edge through external networking, benchmarking, and representation on related forums.\nDeveloping networks and building alliances to grow and strengthen internal support bases.\nQualifications and Experience required:\nA relevant FSCA Approved degree in Finance, Investment, Economics, or a related field\n Certified Financial Planner (CFP) designation\n3-5 years’ experience as a Wealth Manager advising high-income / high-net-worth clients\nSolid experience in providing custom built solutions to our client’s wealth portfolios at a managerial level is\nA proven record of achieving sales and production targets in an advisory environment\nAt this level, the Wealth Manager will have CAT 1 licenses, signed off for supervision. CAT 2 licenses would be an advantage\nFAIS Licensing (Preferred):\nCategory 1 (Required):\nIncludes exposure across long-term insurance, retail pension benefits, shares, money market instruments, bonds, collective investment schemes, forex investments, deposits, structured deposits, and hedge fund participatory interests.\nCategory 2 (Advantageous):\nExposure to discretionary or managed investment mandates across shares, CIS, bonds, forex, deposits, structured products, and hedge funds.\nAs a Wealth Manager, you will benefit from:\nA competitive, performance-linked reward model aligned to an attractive employee value proposition\nOpportunities to collaborate, network, and build meaningful relationships across the FirstRand Group\nA flexible and hybrid working environment that supports balance and sustainability\nA strong focus on employee wellbeing, health, and long-term resilience\nContinuous learning through access to coaches, mentors, and structured professional development\nAn inclusive, collaborative ecosystem that encourages innovation, curiosity, and mastery.\nWe Can Be a Match If You Are…\nCurious & courageous - driven to continuously learn, explore, and challenge yourself\nObsessed with mastery - committed to excellence and always raising the standard of your craft\n #Post\nImportant Closing Date Note\nTake note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.\n30/12/26All 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.","description_format":"text","description_chars":4284,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Continuous learning","Equity","Hybrid work","Professional development"],"hiring_locations":[{"name":"South Africa","iso":"ZA","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Commercial & Retail Banks","Investment Banking & M&A Advisory","Leasing, Auto & Equipment Finance"],"lifecycle":[{"event":"open","at":"2026-11-11T20:28:29Z"}],"visa":[],"liveness":{"score":13,"band":"cold","label":"Long shot","p_open":1,"p_active":0.364,"p_room":0.35,"age_days":38,"expected_fill_days":11,"reasons":["conf:0","win:tail"],"computed_at":"2026-11-11T21:27:15Z"},"pay":null,"html_url":"https://alion.io/job/firstrand-wealth-manager-4","json_url":"https://alion.io/job/firstrand-wealth-manager-4.json","meta":{"generated_at":"2026-11-11T21:27:15Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":42128,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-12T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4436},"rest":"https://alion.io/mcp/rest/get_company?id=4436"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ffirstrand-wealth-manager-4"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ffirstrand-wealth-manager-4"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ffirstrand-wealth-manager-4"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/firstrand-wealth-manager-4\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ffirstrand-wealth-manager-4"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4092352}},{"tool":"search_jobs","arguments":{"company":"firstrand.co.za","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4092352},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}