Wealth Manager

Job description

Job Description As a Wealth Manager, you will be in a team where experts come together using a data-informed Integrated Advice approach that takes a holistic view of each client’s current reality and combines this with their goals, family needs and long-term financial protection. We are made up of unique talents, diverse minds, agility and live up to our promise of staying curious to help our clients achieve their financial goals. Our purpose is to provide the right integrated advice through appropriate investment solutions to our high-net-worth clients. Your responsibilities will include: - Achieving predetermined sales targets across the business by identifying opportunities in the clients base to advise clients on FirstRand approved investment and risk solutions. - Informing and educating clients on products and services to ensure retention of existing clients, increasing sales revenue, and expanding the organisation's client base. - Analysing financial information obtained from clients to develop a financial plan or proposal using the correct tools. - Formulating proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achie...