Job Description
Reporting to the Head of Wealth and Investment, the successful candidate will serve as a trusted advisor to individuals, families, business owners, and Islamic Banking clients, building enduring relationships and delivering holistic financial advice. Through tailored investment strategies, retirement planning, risk management, and estate planning solutions, you will help clients achieve their financial aspirations, protect what matters most, and create lasting wealth for future generations.
This is an exciting opportunity to be part of a growing Wealth Advisory team, helping clients achieve their financial goals while delivering exceptional service founded on professionalism, integrity, and trust.
- Build, manage, and grow a portfolio of individual, family, business, and Islamic Banking client relationships across the FNBB network.
- Develop trusted, long-term relationships through regular communication, proactive engagement and exceptional service.
- Identify opportunities to deepen client relationships and expand assets under management.
- Provide comprehensive holistic financial advice aligned with client’s goals, needs, risk profiles and investment horizons
- Design and implement tailored wealth management strategies
- Advise on investment and portfolio construction, wealth management and preservation solutions, retirement planning, estate planning, fiduciary services and risk protection.
- Provide guidance on suitable Islamic wealth and investment solutions in accordance with client needs and preferences.
- Conduct regular portfolio reviews and recommend appropriate adjustments
- Monitor market developments and assess the impact on client portfolios
- Ensure investment strategies remain aligned with changing client circumstances and objectives.
- Generate new business through networking, referrals, professional partnerships, and client introductions
- Identify and pursue strategic partnership opportunities for portfolio growth and revenue generation
- Provide training and support the Financial Advisors across FNBB network
- Actively contribute to the growth and the success of the FNBB Wealth Advisory business.
- Maintain the highest standards of ethics, professionalism and client care.
- Adhere to all regulatory, compliance, fiduciary and internal governance requirements.
- Maintain accurate records, documentation and audit trails.
- Assist the team with regulatory related matters.
QUALIFICATIONS AND EXPERIENCE
- Degree in Finance, Investment Management, Business, or a related field.
- Relevant accreditations and regulatory certification.
- CFP, Postgraduate Diploma in Financial Planning, or equivalent will be an advantage.
- 5-7 years experience and ability to apply knowledge of Wealth Management, Portfolio Construction, Financial Advisory and Asset Management
- Provent track record of building and maintaining client relationships.
- Investment management and portfolio construction and ability to demonstrate it in an interview
- Financial planning and wealth structuring
- Estate and succession planning
- Fiduciary services and risk management solutions
- Wealth and Financial Planning Advisory
- Investment Product Knowledge and Portfolio Construction
- Estate Planning and Wealth Structuring
- Client Needs Analysis and Financial Modelling
- Portfolio Performance Monitoring and Reporting
- Regulatory Compliance
- Cross-Sell and Advisory Sales EnablementMarket and Economic
- Analysis in an advisory environment
Important Closing Date Note
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
16/11/26
All 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.
