Wealth Manager

Updated: April 10, 2024 09:07 PM GMT

FNB Namibia

Rustenburg

Job Description

To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments.
• 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 with FNB’s investment philosophy and product approved matrix.
• Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
• Develop networks and... More Detail