Wealth Manager
Core
Provide savings, investment, and estate planning advice to high-income clients, focusing on investments and financial goal achievement.
Role type
Senior IC wealth manager (private banking)
Builds
FirstRand approved investment and risk products
Domain
Financial services / Private Banking
Deliverable
client delivery
Required skills
investment planning, estate planning, cash management, risk needs analysis, financial plan development, sales target achievement, regulatory compliance, client relationship management, product knowledge (shares, bonds, forex, insurance, pensions), financial reporting
Preferred skills
Certified Financial Planner (CFP), FAIS Category 1 or 2 authorization
Technologies
financial planning tools, compliance systems
Responsibilities
Formulate proposals for cash management, risk needs, and investment planning; identify sales opportunities for approved products; review and reassess client financial plans; provide regular service delivery reports; ensure compliance with statutory and internal governance requirements; educate customers on products to drive retention and revenue; analyze client financial information to develop proposals; maintain expert knowledge of legislative amendments and internal procedures; implement governance procedures and identify risks.
Seniority
Mid-Senior, hands-on IC