FirstRand Bank

Banking, corporate finance, and insurance group

Wealth Manager

Wealth Management & Financial AdvisoryPosted on Nov 9

Full-timeGaborone, BotswanaNo salary listedIn-person

About the Job

Requirements

A degree in Finance, Investment Management, Business, or a related field is required.
Relevant accreditations and regulatory certification are required.
Five to seven years of experience applying knowledge of wealth management, portfolio construction, financial advisory, and asset management is required.
A proven track record of building and maintaining client relationships is required.
The candidate must demonstrate investment management and portfolio construction ability in an interview.
The role requires financial planning and wealth structuring knowledge.
The role requires estate and succession planning knowledge.
The role requires knowledge of fiduciary services and risk management solutions.
The role requires wealth and financial planning advisory knowledge.
The role requires investment product knowledge and portfolio construction skills.
The role requires estate planning and wealth structuring knowledge.
The role requires client needs analysis and financial modelling skills.
The role requires portfolio performance monitoring and reporting skills.
The role requires regulatory compliance knowledge.
The role requires cross-selling and advisory sales enablement skills.
The role requires market and economic analysis in an advisory environment.

Responsibilities

Build, manage, and grow a portfolio of individual, family, business, and Islamic Banking client relationships across the FNBB network.
Develop trusted, long-term client relationships through regular communication, proactive engagement, and exceptional service.
Identify opportunities to deepen client relationships and expand assets under management.
Provide comprehensive holistic financial advice aligned with clients’ goals, needs, risk profiles, and investment horizons.
Design and implement tailored wealth management strategies.
Advise on investment and portfolio construction, wealth management and preservation solutions, retirement planning, estate planning, fiduciary services, and risk protection.
Provide guidance on suitable Islamic wealth and investment solutions in accordance with client needs and preferences.
Conduct regular portfolio reviews and recommend appropriate adjustments.
Monitor market developments and assess their impact on client portfolios.
Ensure investment strategies remain aligned with changing client circumstances and objectives.
Generate new business through networking, referrals, professional partnerships, and client introductions.
Identify and pursue strategic partnership opportunities for portfolio growth and revenue generation.
Provide training and support to Financial Advisors across the FNBB network.
Contribute to the growth and success of the FNBB Wealth Advisory business.
Maintain ethical, professional, and client-care standards.
Adhere to regulatory, compliance, fiduciary, and internal governance requirements.
Maintain accurate records, documentation, and audit trails.
Assist the team with regulatory-related matters.

Desired Qualifications

A CFP, Postgraduate Diploma in Financial Planning, or equivalent is advantageous.

Job Description

Reporting to the Head of Wealth and Investment, the successful candidate will serve as a trusted advisor to individuals, families, business owners, and Islamic Banking clients, building enduring relationships and delivering holistic financial advice. Through tailored investment strategies, retirement planning, risk management, and estate planning solutions, you will help clients achieve their financial aspirations, protect what matters most, and create lasting wealth for future generations.

This is an exciting opportunity to be part of a growing Wealth Advisory team, helping clients achieve their financial goals while delivering exceptional service founded on professionalism, integrity, and trust.

Build, manage, and grow a portfolio of individual, family, business, and Islamic Banking client relationships across the FNBB network.
Develop trusted, long-term relationships through regular communication, proactive engagement and exceptional service.
Identify opportunities to deepen client relationships and expand assets under management.
Provide comprehensive holistic financial advice aligned with client’s goals, needs, risk profiles and investment horizons
Design and implement tailored wealth management strategies
Advise on investment and portfolio construction, wealth management and preservation solutions, retirement planning, estate planning, fiduciary services and risk protection.
Provide guidance on suitable Islamic wealth and investment solutions in accordance with client needs and preferences.
Conduct regular portfolio reviews and recommend appropriate adjustments
Monitor market developments and assess the impact on client portfolios
Ensure investment strategies remain aligned with changing client circumstances and objectives.
Generate new business through networking, referrals, professional partnerships, and client introductions
Identify and pursue strategic partnership opportunities for portfolio growth and revenue generation
Provide training and support the Financial Advisors across FNBB network
Actively contribute to the growth and the success of the FNBB Wealth Advisory business.
Maintain the highest standards of ethics, professionalism and client care.
Adhere to all regulatory, compliance, fiduciary and internal governance requirements.
Maintain accurate records, documentation and audit trails.
Assist the team with regulatory related matters.

QUALIFICATIONS AND EXPERIENCE

Degree in Finance, Investment Management, Business, or a related field.
Relevant accreditations and regulatory certification.
CFP, Postgraduate Diploma in Financial Planning, or equivalent will be an advantage.
5-7 years experience and ability to apply knowledge of Wealth Management, Portfolio Construction, Financial Advisory and Asset Management
Provent track record of building and maintaining client relationships.
Investment management and portfolio construction and ability to demonstrate it in an interview
Financial planning and wealth structuring
Estate and succession planning
Fiduciary services and risk management solutions
Wealth and Financial Planning Advisory
Investment Product Knowledge and Portfolio Construction
Estate Planning and Wealth Structuring
Client Needs Analysis and Financial Modelling
Portfolio Performance Monitoring and Reporting
Regulatory Compliance
Cross-Sell and Advisory Sales EnablementMarket and Economic
Analysis in an advisory environment

Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

16/11/26

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

About the Company

FirstRand Bank

Banking, corporate finance, and insurance group

FirstRand Bank is a large South African financial services group that combines three main divisions: FNB, RMB, and Momentum. FNB handles retail and commercial banking, RMB focuses on corporate and investment banking, and Momentum provides insurance. The company’s product lineup spans everyday banking and lending for individuals, corporate and investment banking services for businesses, and life and other insurance products. It differentiates itself by operating as a confederation of specialized divisions under one group, allowing each unit to focus on its core strengths while sharing the group’s financial backing. The goal is to deliver a broad, integrated set of financial services for retail customers, businesses, and insurers across the country and beyond.

Company size: 1,001-5,000
Company stage: IPO
Headquarters: Johannesburg, South Africa
Founded: 1838

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