{"id":4213338,"url":"https://alion.io/job/firstrand-wealth-manager-5","title":"Wealth Manager","company":{"id":4436,"name":"FirstRand","domain":"firstrand.co.za","url":"https://alion.io/company/firstrand","size_band":"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":4,"ghost_share":0,"stale_share":0,"repost_share":0.25,"time_to_fill_p50_days":11,"computed_at":"2026-11-12T10:38:37Z"}},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Bloemfontein, South Africa"],"countries":["ZA"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[],"status":"live","first_seen_at":"2026-11-12T00:00:00Z","employer_posted_date":"2026-11-12","last_verified_at":"2026-11-13T01:50:54Z","board_verified":true,"closed_at":null,"days_open":1,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":1},"description":"Job Description\nTo 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.Achieve gross production target as indicated in scorecard.\nAchieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand approved investment and risk products.\nBe an ambassador for FNB as a financial service provider encompassing our internal values and ethical standards.\nMaintain expert knowledge on all FirstRand approved products, application procedure, processing and timelines in order to drive and achieve relevant sales targets.\nEnsure that the quality of advice remains high and consistent and in line with FNB’s investment philosophy and product approved matrix.\nContribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.\nDevelop networks and build alliances to build and strengthen internal support bases.\nEngage in cross-functional activities. \nCollaborate across boundaries and finds common ground with a widening range of stakeholders. \nMaintain and build relationships for purposes of expectation management, knowledge sharing and integration.\nInform and educate customers on products and services to ensure retention of existing customers; increase sales revenue and increase the organisation's customer base.\nLiaise and interact with clients and or customers via approved communication channels in a positive and helpful manner.\nAdvise on and provide support to ensure the effective resolution of customer queries in order to ensure customer satisfaction and retention.\nAnalyse financial information obtained from clients to develop a financial plan or proposal using the correct tools.\nFormulate proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.\nInvestigate available investment opportunities to determine compatibility with client financial plans.\nReview clients' financial plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.\nMonitor financial market trends to ensure that client plans are responsive.\nImprove business decisions by providing accurate and reliable business intelligence (information) together with analysing trends and data.\nProvide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.\nAccumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities.\nTake all necessary actions to ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability.\nMaintain expert knowledge on relevant legislative amendments, industry best practices and FNB’s internal compliance procedures and requirements.\nEnsure compliance is adopted in terms of systems and procedures as laid out by FNB.\nImplement and provide input into the development of governance and compliance procedures and processes within area of specialisation and identify risks.\nEnsure optimal usage and protection of business assets.\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.\n19/11/26All 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. 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