Wealth Manager

Description

To act as a comprehensive financial services advisor by delivering expert savings, investment, and estate planning solutions to high-income clients. Provide tailored advice and strategies, fostering long-term relationships through proactive engagement, and ensuring clients’ financial objectives are achieved with professionalism, integrity, and personalised service.

Achieve gross production target as indicated in scorecard.

Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand approved investment and risk products.

Be an ambassador for FNB as a financial service provider encompassing our internal values and ethical standards.

Maintain expert knowledge on all FirstRand approved products, application procedure, processing and timelines in order to drive and achieve relevant sales targets.

Ensure that the quality of advice remains high and consistent and in line...