Job Description
To serve as a full-spectrum financial advisor to high-net-worth clients, delivering expert guidance across savings, investments, estate planning, and fiduciary services. The role emphasises investment advisory and portfolio management, both locally and offshore.
- Provide comprehensive financial planning and investment advice to high-income clients.
- Formulate proposals in investment planning, estate planning, cash management, and risk needs.
- Manage and grow a portfolio of clients with assets under management (AUM) of R300 million or more.
- Conduct regular reviews of client financial plans, adapting to life changes, market trends, and economic shifts.
- Monitor financial market trends to ensure that client plans remain responsive and relevant.
- Investigate available investment opportunities to determine compatibility with client financial plans.
- Analyse financial information obtained from clients to develop financial plans or proposals using appropriate tools.
- Improve business decisions by providing accurate and reliable business intelligence, including trend and data analysis.
- Accumulate information to review work progress, contributing to reporting, decision-making, and identifying improvement opportunities.
- Provide regular reports on service delivery against agreed service level agreements and overall customer targets.
- Ensure compliance with relevant statutory, legislative, policy, and governance requirements.
- Maintain expert knowledge of legislative amendments, industry best practices, and FNB’s internal compliance procedures.
- Ensure compliance is embedded in systems and procedures as per FNB standards.
- Implement and contribute to the development of governance and compliance processes, identifying and mitigating risks.
- Ensure optimal usage and protection of business assets.
- Achieve gross production and sales targets as indicated in scorecards.
- Identify opportunities to advise on FirstRand-approved investment and risk products.
- Maintain expert knowledge of FirstRand-approved products, application procedures, processing, and timelines.
- Ensure high-quality, consistent advice aligned with FNB’s investment philosophy and product matrix.
- Act as an ambassador for FNB, upholding internal values and ethical standards.
- Contribute to sustaining a competitive edge through external networking, benchmarking, and representation in relevant forums.
- Develop networks and build alliances to strengthen internal support bases.
- Engage in cross-functional activities and collaborate across boundaries with diverse stakeholders.
- Maintain and build relationships for expectation management, knowledge sharing, and integration.
- Inform and educate clients on products and services to retain existing clients, increase revenue, and grow the customer base.
- Liaise with clients via approved communication channels in a positive and helpful manner.
- Support the resolution of client queries to ensure satisfaction and retention.
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.
31/08/26
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.