FNB and Wealth Manager
First National Bank (FNB), one of South Africa’s leading financial institutions and part of the FirstRand Group, is inviting applications for the position of Wealth Manager. This role offers an excellent opportunity for both experienced financial professionals and ambitious graduates seeking to build a rewarding career in wealth management and financial advisory services.
Profile of the Post
- As an FNB Wealth Manager, you will act as a trusted financial advisor to high-income clients, offering strategic advice and tailored solutions across savings, investments, risk management, and estate planning.
- The primary goal of this role is to help clients achieve their financial objectives while aligning recommendations with FNB’s values, investment philosophy, and compliance framework.
- This position is ideal for individuals who are passionate about financial planning, possess strong analytical and interpersonal skills, and are eager to work within a high-performance environment where client success drives everything we do.
Major Tasks
As part of FNB’s Wealth Management team, you will:
- Develop and present customized financial proposals across investment planning, estate planning, cash management, and risk management to help clients achieve their long-term financial goals.
- Identify opportunities to promote and advise on FirstRand-approved investment and risk products, ensuring all solutions align with client needs and FNB’s regulatory framework.
- Conduct detailed analysis of investment opportunities to determine their suitability for client portfolios.
- Review and update clients’ financial plans regularly, factoring in changes in personal circumstances, market trends, and economic conditions.
- Deliver consistent and high-quality service in line with agreed Service Level Agreements (SLAs) and overall business targets.
- Maintain the highest standards of professional advice, ensuring that all recommendations adhere to FNB’s investment principles and product governance standards.
- Engage in networking, benchmarking, and industry forums to stay informed of best practices and maintain FNB’s competitive edge in wealth management.
- Prepare periodic reports on service delivery and client engagement performance.
- Ensure compliance with statutory, regulatory, and governance requirements in all advisory activities.
- Uphold expert knowledge of legislative amendments, market trends, and FNB’s compliance procedures.
- Provide professional mentorship and guidance to junior advisors or interns where appropriate.
- Contribute to cross-functional collaboration and maintain relationships across departments to ensure integrated service delivery to clients.
Description of the Candidate
This opportunity is open to candidates who are motivated, ethical, and dedicated to building long-term client relationships. You are expected to be a team player and be prepared to live with people from diverse backgrounds. You will be the right fit if you possess:
- A relevant bachelor’s degree in investment management, finance, economics, or a related discipline.
- A Certified Financial Planner (CFP) qualification is highly preferred.
- 3–5 years’ experience as a wealth manager or financial advisor, ideally with exposure to high-net-worth or affluent client portfolios.
- Proven ability to meet and exceed sales and advisory targets in a client-focused environment.
- A strong understanding of financial markets, investment instruments, and portfolio diversification strategies.
The FAIS Criteria
The FAIS opportunity requires a skilled person ready to live and work in an international environment. Â Preference will be given to candidates holding relevant FAIS (Financial Advisory and Intermediary Services) accreditation under the following categories:
Category 1:
1.3 Long-Term Insurance subcategory B1
1.4 Long-Term Insurance subcategory C
1.5 Retail Pension Benefits
1.8 Shares
1.9 Money Market Instruments
1.12 Bonds
1.14 Participatory Interests in a Collective Investment Scheme
1.15 Forex Investments
1.17 Long-term Deposits
1.18 Short-term Deposits
1.20 Long-Term Insurance Subcategory B2
1.21 Long-Term Insurance Subcategory B2-A
1.22 Long-term Insurance subcategory B1-A
1.24 Structured Deposits
1.26 Participatory Interest in Hedge Funds
1.3 Long-Term Insurance subcategory B1
1.4 Long-Term Insurance subcategory C
1.5 Retail Pension Benefits
1.8 Shares
1.9 Money Market Instruments
1.12 Bonds
1.14 Participatory Interests in a Collective Investment Scheme
1.15 Forex Investments
1.17 Long-term Deposits
1.18 Short-term Deposits
1.20 Long-Term Insurance Subcategory B2
1.21 Long-Term Insurance Subcategory B2-A
1.22 Long-term Insurance subcategory B1-A
1.24 Structured Deposits
1.26 Participatory Interest in Hedge Funds
Category 2 (Advantageous):
2.2 Long-Term Insurance Subcategory C
2.3 Retail Pension Benefits
2.5 Shares
2.6 Money Market Instruments
2.9 Bonds
2.11 Participatory Interests in one or more CIS
2.12 Forex Investments
2.13 Long-Term Deposits
2.14 Short-Term Deposits
2.18 Structured Deposits
2.20 Participatory Interest in Hedge Funds
2.2 Long-Term Insurance Subcategory C
2.3 Retail Pension Benefits
2.5 Shares
2.6 Money Market Instruments
2.9 Bonds
2.11 Participatory Interests in one or more CIS
2.12 Forex Investments
2.13 Long-Term Deposits
2.14 Short-Term Deposits
2.18 Structured Deposits
2.20 Participatory Interest in Hedge Funds
Addendum Qualification
- In line with the National Credit Act (NCA), all candidates applying for this position will undergo a credit record check as part of the screening process.
- Please note that this advertisement is part of FNB’s ongoing Talent Pool initiative.
- Although this role may not currently have an opening, your application will be reviewed and retained for future opportunities.
- By submitting your application, you agree to be considered for similar roles that may arise within FNB’s Wealth Management division.
Equal Opportunities to All
FNB and the FirstRand Group are committed to promoting employment equity and workplace diversity. Preference will be given to candidates from designated groups, in line with their respective Employment Equity Plans. The Bank also actively supports the recruitment and advancement of individuals with disabilities. Candidates are encouraged to voluntarily disclose disability information, which will remain strictly confidential unless required by law.
Reasons to be Part of FNB
At FNB, we believe that our people are our greatest strength. By joining the Wealth Management team, you become part of a forward-thinking organization committed to innovation, customer excellence, and professional growth. You’ll work alongside experienced financial experts, gain exposure to diverse client portfolios, and contribute to shaping the future of financial advisory services in South Africa.
If you’re ready to elevate your career in wealth management—whether you’re an established advisor or a finance graduate eager to begin your journey—we invite you to apply and make a meaningful impact. We strongly encourage graduates to look for this opportunity.
Important dates and application
Applications for the Wealth Manager position will close on 31 October 2025. Candidates are encouraged to submit their applications well in advance of the deadline to ensure consideration. Late submissions will not be accepted as the application is competitive.
Apply Now at the FNB Wealth Manager Portal
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