Wealth Manager

To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice to high income clients.

Requirements

• Formulate proposals for cash management, risk needs, investment planning, estate planning
• Achieve sales targets by advising on investment and risk products
• Investigate available investment opportunities
• Review clients' financial plans regularly
• Provide regular reports on service delivery
• Ensure high-quality advice and compliance with FNB's investment philosophy
• Contribute to sustaining a competitive edge through external networking and benchmarking
• Achieve gross production target
• Inform and educate customers on products and services
• Advise on and provide support for customer queries
• Analyse financial information to develop a financial plan or proposal
• Maintain expert knowledge on relevant legislative amendments, industry best practices and FNB's internal compliance procedures and requirements