George, IA

Finance Jobs in George, IA

2 jobs found

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1mo ago

Wealth Manager

FirstRand George, IA

George, IA

1mo ago

Full time Manager Assets Under Management CFP

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Job Description

Overview

Based in George, IA, the Wealth Manager will serve as a full-spectrum financial advisor for high-net-worth clients, providing expert guidance across savings, investments, estate planning, and fiduciary services. The role prioritizes investment advisory and portfolio management, including both local and offshore holdings. You will deliver comprehensive financial planning and investment guidance to high-income clients, and develop proposals covering investment planning, estate planning, cash management, and risk management. You will also manage and grow a client portfolio with assets under management of R300 million or more.

Key responsibilities

Deliver comprehensive financial planning and investment guidance to high-net-worth clients, formulating proposals in investment planning, estate planning, cash management, and risk needs.
Manage and grow a client portfolio with assets under management of R300 million or more.
Conduct regular reviews of client financial plans, adapting to life changes, market trends, and economic shifts.
Monitor financial market trends to ensure client plans remain responsive and relevant.
Evaluate available investment opportunities to determine alignment with client financial plans.
Analyze client financial information to develop financial plans or proposals using appropriate tools.
Support business decisions by providing accurate and reliable business intelligence, including trend and data analysis.
Collect and organize information to review work progress, contributing to reporting, decision-making, and identifying improvement opportunities.
Provide regular reports on service delivery against agreed service level agreements and overall customer targets.
Ensure compliance with relevant statutory, legislative, policy, and governance requirements.
Maintain expert knowledge of legislative amendments, industry best practices, and FNB’s internal compliance procedures, ensuring compliance is embedded in systems and procedures per standards.
Implement and contribute to the development of governance and compliance processes, identifying and mitigating risks.
Safeguard the optimal usage and protection of business assets.
Achieve gross production and sales targets as indicated in scorecards.
Identify opportunities to advise on FirstRand approved investment and risk products.
Maintain expert knowledge of FirstRand approved products, including application procedures, processing, and timelines.
Ensure high-quality, consistent advice aligned with FNB’s investment philosophy and product matrix.
Act as an ambassador for FNB, upholding internal values and ethical standards.
Contribute to maintaining a competitive edge through external networking, benchmarking, and representation in relevant forums.
Develop networks and build alliances to strengthen internal support bases.
Engage in cross-functional activities and collaborate across boundaries with diverse stakeholders.
Maintain and build relationships for expectation management, knowledge sharing, and integration.
Inform and educate clients on products and services to retain existing clients, increase revenue, and grow the customer base.
Liaise with clients via approved communication channels in a positive and helpful manner.
Support the resolution of client queries to ensure satisfaction and retention.

Application details and equality information

Job details require timely submission ahead of the closing date: 11/03/26. 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. Candidates may disclose disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose to other parties.

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1mo ago

Private Wealth Advisor

FirstRand George, IA

George, IA

1mo ago

Full time Advisor CFP Client Relations

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Job Description

Overview

Deliver exceptional service and guidance to RMB High Net Worth Wealth clients on wealth creation, accumulation and protection strategies to support growth in the vertical sales index and to strengthen client retention through contextual Money Management principles.

RMB is a leading African Corporate and Investment Bank (CIB). We partner with clients to provide advisory, lending, trading, securities, corporate banking, private equity and investment solutions. We represent the CIB activities of FirstRand Limited, one of the largest financial services groups in Africa.

Your part in the team

Achieve revenue and profit targets by growing your portfolio base and delivering independent, holistic advice and solutions that drive revenue growth.
Identify and leverage opportunities for revenue growth to meet sales targets.
Provide appropriate banking and financial solutions across an allocated portfolio of clients.
Identify local and offshore fiduciary opportunities and advise on client philanthropy.
Ensure compliance with legislative and audit requirements and adherence to relevant processes.
Build working relationships across teams and functional lines to enhance delivery, collaboration and innovation.
Develop, encourage and nurture collaborative relationships within RMB and across the First Rand Group (FRG).
Conduct client reviews within the context of engagements and market all financial services solutions within the relevant business offering.
Participate in planned activities that support your development.
Deliver customer experience excellence in service delivery aligned to organisational values and service standards.
Maintain high standards of internal and external customer service through quality service standards.
Prevent wastage and identify process improvements to contain and reduce costs.

Ideal candidate

Relevant NQF7 Level Degree in Finance, Economics or Accounting.
Completed RE5 qualification.
Preferred Qualification: Certified Financial Planner (CFP).
Experience: 3 to 5 years in Banking, Investment, Financial Planning, Wealth Management, and client facing environments.
Full understanding of money management principles.
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.
Sound working knowledge of required business-related systems.
Sound knowledge of Banking and Financial Services Regulatory requirements.
Knowledge of wealth management creation and accumulation, wealth protection or risk knowledge.
Excellent project management skills and the ability to plan and organise work independently.
Proven track record in servicing a portfolio of clients and in acquiring new relationships.
Excellent knowledge of global financial markets and current affairs.
Ability to match client needs with appropriate product solutions.
Sound knowledge of the Bank's risk and other mandates to ensure good commercial judgment while representing the Bank's and the shareholders' interests always.

Additional requirements

In accordance with the National Credit Act (NCA), candidates applying for this role will require a credit record check.

Job details

Note that applications will close on the date indicated. Please submit before 22/03/26.

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. Candidates may disclose disability information on a voluntary basis. The bank will keep this information confidential unless required by law to disclose.

Location

George, IA

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Finance Jobs in George, IA

Wealth Manager

Private Wealth Advisor

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