Wealth Manager at FNB in Polokwane
FNB · Polokwane, Limpopo · Hybrid
Overview
FNB is looking for a Wealth Manager to join their Private Wealth and Advisory Team in Polokwane, Limpopo. You will guide high net worth clients through wealth creation, protection, and investment planning while building long term relationships. This role suits an experienced advisor with a CFP designation who thrives in a flexible, hybrid environment and wants to make meaningful financial impact.
About the role
As a Wealth Manager at FNB, you will be part of the Private Wealth and Advisory Team, helping clients build, grow, and protect their wealth. You will work with high income and high net worth clients, offering tailored advice on investments, risk, estate planning, and cash management.
What you will do:
- Advise clients on FirstRand approved investment and risk solutions to meet sales targets
- Educate clients on products and services to retain existing business and grow the client base
- Analyse client financial information and build financial plans using the correct tools
- Develop proposals covering cash management, risk needs, investment planning, and estate planning
- Provide regular client reports against agreed service level agreements
- Maintain high quality advice in line with FNB's investment philosophy and product matrix
- Build networks and alliances internally and externally to strengthen support and grow the business
Application note: Applications will not be accepted on 30/12/26 and onwards. Please submit your application before the closing date.
Requirements
- Relevant FSCA approved degree in Finance, Investment, Economics, or a related field
- Certified Financial Planner (CFP) designation
- 3 to 5 years experience as a Wealth Manager advising high income or high net worth clients
- Solid experience providing custom built solutions to client wealth portfolios at a managerial level
- Proven record of achieving sales and production targets in an advisory environment
- CAT 1 licences, signed off for supervision
- FAIS Licensing Category 1 is required
- FAIS Licensing Category 2 would be an advantage
Responsibilities
- Achieve predetermined sales targets across the business by identifying opportunities in the client base
- Advise clients on FirstRand approved investment and risk solutions
- Inform and educate clients on products and services to ensure retention and increase sales revenue
- Analyse financial information obtained from clients to develop a financial plan or proposal
- Formulate proposals in cash management, risk needs, investment planning, and estate planning
- Provide regular client reports against agreed service level agreements
- Ensure quality of advice remains high and consistent with FNB's investment philosophy and product approved matrix
- Contribute to a competitive edge through external networking, benchmarking, and representation on forums
- Develop networks and build alliances to grow and strengthen internal support bases
Benefits
Competitive performance linked reward model, opportunities to collaborate and network across the FirstRand Group, flexible and hybrid working environment, focus on employee wellbeing and health, continuous learning through coaches and mentors, structured professional development, inclusive collaborative ecosystem
Job details
- Organisation
- FNB
- Location
- Polokwane, Limpopo
- Job type
- Full time
- Work arrangement
- Hybrid
- Experience level
- Mid (3+ years)
- Education
- Bachelor
- Category
- Banking & Insurance
- Posted
- 4 October 2026 (1 month ago)
- Closing date
- 30 December 2026
- Application Method
- Apply online
Success Guide
This Wealth Manager role at FNB is a great fit if you already have a few years of advisory experience and want to work with high net worth clients. Before you apply, make sure your CV clearly shows your sales track record and the types of clients you have advised. Highlight your CFP designation and FAIS licensing, as these are non negotiable for this position.
In interviews, expect questions about how you build client relationships, structure financial plans, and meet targets. Be ready to walk through a real example of a custom portfolio solution you put together. Also remember to submit your application well before the closing date of 30 December 2026, as late applications will not be accepted.
How we help you prepare
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