Monday , January 30 2023

FNB Job Vacancies – Wealth Manager

Website FNB South Africa

Job Description:

To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments.

Job Responsibilities:

  • Formulate proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.
  • Liaise and interact with clients and or customers via approved communication channels in a positive and helpful manner.
  • Analyse financial information obtained from clients to develop a financial plan or proposal using the correct tools.
  • Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.
  • Advise on and provide support to ensure the effective resolution of customer queries in order to ensure customer satisfaction and retention.

Job Requirements:

  • 3 to 5 years’ experience in a similar environment, of which 1 to 2 years ideally at junior (entry level) management level.
  • Relevant Degree in Investment or Economics. Certified Financial Planner.
  • Industry related Sales or Advisory experience with high income clients preferred

Job Details:

Company: FNB South Africa

Vacancy Type: Full Time

Job Functions: Banking

Job Location: Durban, KwaZulu-Natal, South Africa

Application Deadline: N/A

Apply Here

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