A career in wealth management is suited to professionals who thrive in advisory environments, work confidently with high-income clients, and understand the importance of long-term financial planning. This opportunity within the FirstRand Group focuses on delivering comprehensive financial advice with a strong emphasis on investments.
This role forms part of a talent pool for future Wealth Manager opportunities and is ideal for experienced professionals seeking growth within a leading financial institution.
About the Role
The Wealth Manager role is designed for individuals who can serve as full financial services advisors, providing tailored guidance across savings, investments, and estate planning. The position requires a strong understanding of investment products and the ability to align financial strategies with each client’s long-term goals.
The role is based in Bellville and is offered on a full-time basis.
Key Responsibilities
As a Wealth Manager, your responsibilities will include:
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Formulating financial proposals covering cash management, risk planning, investments, and estate planning
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Advising clients on approved investment and risk products to help achieve financial objectives
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Identifying new advisory opportunities to meet predetermined sales and production targets
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Reviewing and updating financial plans in response to life changes, market conditions, and performance outcomes
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Monitoring investment opportunities and assessing suitability against client profiles
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Providing regular service delivery reports aligned with agreed service level agreements
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Ensuring consistent, high-quality advice aligned with FNB’s investment philosophy and approved product framework
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Maintaining strong client relationships through education, communication, and ongoing advisory support
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Supporting the resolution of client queries to ensure satisfaction and retention
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Collaborating across teams and contributing to cross-functional initiatives
Governance, Compliance, and Risk Management
This role operates within a highly regulated environment. The successful candidate will be expected to:
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Ensure full compliance with statutory, legislative, and governance requirements
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Maintain up-to-date knowledge of regulatory changes and industry best practices
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Follow FNB’s internal compliance systems and procedures
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Contribute to the development and improvement of governance and compliance processes
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Identify, manage, and mitigate potential risks within the advisory process
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Protect and ensure optimal use of business assets
Candidate Requirements
Qualifications and Experience
You will be an ideal candidate if you have:
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A relevant degree in Investment, Economics, Finance, or a related field
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Certified Financial Planner (CFP) qualification (preferred)
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3 to 5 years’ experience as a Wealth Manager or Financial Advisor
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Proven sales and advisory experience with high-income clients
FAIS Experience (Advantage)
Preference will be given to candidates with FAIS experience across the following categories:
Category 1
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Long-Term Insurance (Subcategories B1, B1-A, B2, B2-A, C)
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Retail Pension Benefits
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Shares, Bonds, and Money Market Instruments
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Collective Investment Schemes
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Forex Investments
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Long- and Short-Term Deposits
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Structured Deposits
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Participatory interests in hedge funds
Category 2 (Advantage)
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Retail Pension Benefits
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Shares, Bonds, and Money Market Instruments
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Collective Investment Schemes
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Forex Investments
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Deposits and Structured Products
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Participatory interests in hedge funds
Additional Requirements
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In line with the National Credit Act (NCA), a credit record check will be conducted
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Strong ethical standards and financial integrity are essential
Important Application Information
This advertisement is intended to build a talent pool for future Wealth Manager opportunities. It is not linked to an immediate vacancy. Applicants will be considered for similar roles that may become available over time.
Due to the nature of talent pool recruitment:
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You may not receive an immediate response or status update
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Your application will remain on record for future consideration
Closing Date
Applications close on: 13 February 2026
Applicants are encouraged to submit their applications before the closing date.
Employment Equity Statement
All appointments will be made in line with FirstRand Group’s Employment Equity Plan. The organisation supports the recruitment and advancement of individuals with disabilities. Disclosure of disability information is voluntary and will be treated as confidential, unless disclosure is required by law