FNB Wealth Manager Vacancy 2026

Opportunity Overview

FNB invites qualified individuals to apply for the position of Wealth Manager, forming a vital part of its Private Banking and Advisory Team. This full-time role, based in Johannesburg, focuses on delivering expert financial services and solutions to high-income clients.

As a Wealth Manager at FNB, you will be instrumental in helping clients achieve their financial objectives by providing tailored advice on savings, investments, and estate planning. This opportunity offers a chance to contribute to a dynamic team, fostering long-term client relationships through proactive engagement and professional service.

Minimum Requirements

• Education: Relevant NQF7 Level Degree in Finance, Economics, or Accounting.
• Qualification: Completed RE5 qualification.
• Preferred Qualification: Certified Financial Planner (CFP).
• Experience: 3 to 5 years’ experience in Banking, Investment, Financial Planning, Wealth Management, and a client-facing environment.
• Knowledge: Full understanding of money management principles.
• Regulatory Compliance: Candidates must have sign-off on the following sub-categories:
• 1.3 Long-Term Insurance subcategory B1
• 1.4 Long-Term Insurance subcategory C
• 1.5 Retail Pension Benefits
• 1.14 Participatory Interests in a Collective Investment Scheme
• 1.17 Long-term Deposits
• 1.18 Short-term Deposits
• 1.22 Long-term Insurance subcategory B1-A

Key Responsibilities

• Achieve revenue and profit targets by growing the client portfolio base.
• Provide independent, holistic advice and financial solutions to clients.
• Identify and utilise opportunities for revenue growth to meet sales targets.
• Deliver appropriate banking and financial solutions across an allocated client portfolio.
• Identify Local and Offshore fiduciary opportunities and offer advice on client philanthropy.
• Ensure full compliance with legislative and audit requirements, adhering to relevant processes.
• Build strong working relationships across internal teams and functional lines to enhance delivery and collaboration.
• Conduct regular client reviews within the context of ongoing engagements and market all relevant financial services solutions.
• Participate actively in planned activities designed for personal and professional development.
• Deliver exceptional internal and external customer service in line with organisational values and quality standards.
• Prevent wastage and identify process improvements to manage and reduce costs effectively.

What the Work Involves

As a Wealth Manager at FNB, you will act as a comprehensive financial advisor, working directly with high-income clients in Johannesburg. Your daily tasks will involve providing expert guidance on savings, investment strategies, and estate planning solutions, ensuring clients' financial goals are met. You will be responsible for managing an allocated portfolio of clients, building and nurturing long-term relationships through proactive engagement and personalised service. The role also requires you to identify new revenue opportunities, ensure compliance with financial regulations, and collaborate with colleagues across various teams within FNB and the First Rand Group.

How to Apply

Applications must be submitted online by September 20, 2026.

To apply, please visit the official FNB careers portal: https://firstrand.wd3.myworkdayjobs.com/en-US/FRB/job/Johannesburg/Wealth-Manager_R52442/apply