Wealth Manager

Provide financial services advice to high income clients, focusing on investments and achieving sales targets. Maintain expert knowledge of FirstRand approved products and adhere to ethical standards. Engage in cross-functional activities and collaborate with stakeholders to drive business growth and customer satisfaction.

Requirements

• Serve as a full financial services advisor
• Achieve gross production target
• Maintain expert knowledge on FirstRand approved products
• Ensure quality of advice remains high and consistent
• Contribute to sustaining a competitive edge
• Develop networks and build alliances
• Maintain and build relationships
• Advise on and provide support to ensure effective resolution of customer queries
• Formulate proposals to help clients achieve financial goals
• Monitor financial market trends
• Provide regular reports on delivery of services against agreed service level agreements
• Take all necessary actions to ensure compliance with relevant statutory, legislative, policy and governance requirements