{"id":4229700,"url":"https://alion.io/job/firstrand-wealth-manager-6","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":["Johannesburg, 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":[{"name":"Reward Modeling","optional":false}],"status":"live","first_seen_at":"2026-11-13T09:19:51Z","employer_posted_date":"2026-11-13","last_verified_at":"2026-11-13T09:19:51Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"Job Description\nAs a Wealth Manager, you will be in a team where experts come together using a data-informed Integrated Advice approach that takes a holistic view of each client’s current reality and combines this with their goals, family needs and long-term financial protection. We are made up of unique talents, diverse minds, agility and live up to our promise of staying curious to help our clients achieve their financial goals.Our purpose is to provide the right integrated advice through appropriate investment solutions to our high-net-worth clients.\nYour responsibilities will include:\nAchieving predetermined sales targets across the business by identifying opportunities in the clients 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 build alliances to grow and strengthen internal support bases.\nQualifications and Experience required:\nA Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment or Economics or related degree. \nSolid experience in providing custom built solutions to our client’s wealth portfolios at a managerial level is a fundamental requirement for this role.\nAt this level, the Wealth Manager will have CAT 1 licenses, signed off for supervision. CAT 2 licenses would be an advantage.\nAs a Wealth Manager you will have access to:\nOur attractive employee value proposition and reward model.\nOpportunities to network and collaborate with all stakeholders across the FirstRand Group.\nOpportunities to innovate.\nFlexible working environment.\nDeep focus on health and wellbeing.\nCoaches and mentors to help with your professional development.\nIf your track record in wealth management precedes you and you meet the above requirements, we would like to chat/meet you.\nIn accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check. You must not be an unrehabilitated insolvent.\nAll suitably qualified candidates will be considered. Appointments will be made in line with the Bank's Employment Equity Strategy. FirstRand actively supports the recruitment and advancement of individuals with disabilities. We recommend that candidates be encouraged to declare their disability and consult the Bank should they require reasonable accommodation.\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.\n21/11/26All 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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