To apply, click on the link at the end of the posts and all the best with your applications

Wealth Manager

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.

Are you someone who can:

• Formulate proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.
• Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand approved investment and risk products.
• Investigate available investment opportunities to determine compatibility with client financial plans.
• Review clients’ financial plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer 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.
• Achieve gross production target as indicated in scorecard.
• Inform and educate customers on products and services to ensure retention of existing customers; increase sales revenue and increase the organisation’s customer base.
• Advise on and provide support to ensure the effective resolution of customer queries in order to ensure customer satisfaction and retention.
• Analyse financial information obtained from clients to develop a financial plan or proposal using the correct tools.
• Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities.
• Take all necessary actions to ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability.
• Maintain expert knowledge on relevant legislative amendments, industry best practices and FNB’s internal compliance procedures and requirements.
• Ensure compliance is adopted in terms of systems and procedures as laid out by FNB.
• Implement and provide input into the development of governance and compliance procedures and processes within area of specialisation and identify risks.
• Ensure optimal usage and protection of business assets.
• Maintain expert knowledge on all FirstRand approved products, application procedure, processing and timelines in order to drive and achieve relevant sales targets.
• Engage in cross-functional activities. 
• Collaborate across boundaries and finds common ground with a widening range of stakeholders. 
• Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.

You will be an ideal candidate if you:

• Relevant Degree in Investment or Economics.
• Completed Certified Financial Planner preferred.
• Have 3 to 5 years’ experience as a Wealth Manager with sales and advisory experience with high income clients.
• Candidates with the following FAIS experience will be given preference:

Cat 1:

• 1.3 Long-Term Insurance subcategory B1
• 1.4 Long-Term Insurance subcategory C
• 1.5 Retail Pension Benefits
• 1.8 Shares
• 1.9 Money Market Instruments
• 1.12 Bonds
• 1.14 Participatory Interests in a Collective Investment Scheme
• 1.15 Forex Investments
• 1.17 Long-term Deposits
• 1.18 Short-term Deposits
• 1.20 Long- Term Insurance Subcategory B2
• 1.21 Long- Term Insurance Subcategory B2- A
• 1.22 Long-term Insurance subcategory B1-A
• 1.24 Structured Deposits
• 1.26 Participatory Interest in hedge fund

Cat 2 – Advantage

• 2.2 Long Term Insurance Subcategory C
• 2.3 Retail Pension Benefits
• 2.5 Shares
• 2.6 Money Market Instruments
• 2.9 Bonds
• 2.11 Participatory Interests in one or more CIS
• 2.12 Forex Investments
• 2.13 Long Term Deposits
• 2.14 Short Term Deposits
• 2.18 Structured Deposits
• 2.20 Participatory interest in hedge funds

Additional Requirements                        

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

Thank you for your interest in joining our talent community. Please note that this advertisement is not for an active vacancy, and as such you will not receive a decline notice or status update immediately. We are currently gathering applications to build a talent pool for future opportunities. By submitting your application, you will be considered for similar roles that may become available. We appreciate your interest and look forward to potentially working with you in the future.

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.08/05/26

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.

Introduce Yourself

Introduce yourself to our recruiters and we will get in touch if there’s a role that seems like a good match.

Click here to apply

Financial Advice Support Consultant-2

Job Description

To provide appropriate risk and investment advice for clients, adhering to FAIS Compliance requirements, within the framework of the business Advisory Sales and Product mandates.

• Achievement of key performance indicators for the business.
• Effective referrals of calls made – Conversion on contactable calls.
• Turnaround time on allocated workflow as measured by CRM SLA agreements.
• As per call assessments from Supervisors using pre-determined QA sheets.
• Deliver exceptional Financial Advice to customers that exceeds customers’ expectations through proactive, innovative and appropriate solutions.
• Spot check on CRM outcomes compared to conversations (supervisor).
• Improvement of self (Product knowledge tests, teamwork, complaints).

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.31/05/26

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.

Click here to apply

Business Financial Advisor

Job Description

To provide appropriate risk and investment advice for Clients through virtual channels. Adhering to FAIS Compliance requirements. Adhering to the FirstRand Product Matrix and Advice Philosophy.

Hello Future, Business Financial Advisor (Polokwane),

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

As part of our talent team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

About The Role

As a Business Financial Advisor, you’ll be part of a team of self-motivated, sales team through the effective delivery of existing products and financial advisory solutions in the Limpopo region. Successful candidate will be based in Limpopo, at our Polokwane Offices.

Are you someone who can:

• Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand investment and risk products
• Identify new business opportunities that impact on the industry and record and forward these leads to the appropriate product house to ensure cross sell opportunities and to strengthen client relationships
• Deliver exceptional Financial Advice to FNB Customers that exceeds customers’ expectations through proactive, innovative and appropriate solutions
• Manage new clients, personal portfolios and identify specific needs and goals in respect of financial advice
• Manage existing clients and grow portfolio through contacting customers, generating leads and managing the growth of active customer account base to increase client base
• Ensure adherence to relevant processes and compliance to legislative and audit requirements. Manage high volume and less complex deals
• Keep up to date with own area of expertise to develop and maintain own professional knowledge base in order to provide effective support and advice

You will be an ideal candidate if you:

• Relevant Degree in Financial Planning (Industry Related Degree. Preferably a CFP Designation (Certified Financial Planner).
• RE 5
• Must not be under supervision for the following subcategories:Long-Term Insurance subcategory ALong-Term Insurance subcategory B1Long-Term Insurance subcategory B2Long-Term Insurance subcategory B2 – ALong-Term Insurance subcategory B1 – AStructured DepositsParticipatory Interest in Hedge FundLong-Term Insurance subcategory CRetail Pension BenefitsPension Funds BenefitSharesMoney Market InstrumentsParticipatory Interests in a collective Investment SchemeForex InvestmentLong-Term DepositsShort-Term Deposits
• +5 years’ experience in a similar environment
• Experience in writing Business Insurance policies
• Experience in sales, investment and risk acumen
• Experience within the Financial Services Sector
• Person must not be an unrehabilitated insolvent
• In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check

You will have access to:

• Opportunities to network and collaborate
• A challenging working environment
• Opportunities to innovate

We can be a match if you are:

• Strong sales and client service experience
• Ability to bring in new business and increase acquisition
• Strong credit experience and negotiation skills
• Build and maintain stakeholder relationships experience (any segment)
• Strong collaboration skills
• Exposure to dealing with juristic clients
• Portfolio management experience

Are you interested to take the step? We look forward to engaging with you further. Apply now!

Click here to apply

Transactor

Job Description

Job Advert – RMB Transactor

Hello Future Dealmaker

RMB is a place where exceptional people create their own opportunities by challenging the conventional and driving sustainable impact.

United by our proud heritage, strong ethics and philosophy of Traditional values. Innovative ideas it’s the magic of our people and culture that sets us apart.

Are you someone who can:

• Develop strategic client partnerships at C-Suite level across key sectors of the economy, public & private.
• Serve as principal advisor to key clients (existing and new) through proactively originating, structuring and executing bespoke and/ new-to-market corporate/investment funding and advisory opportunities.
• Own and manage the entire dealmaking process, including client enquiry, commercial due-diligence, and compile proposals for client and credit approval; Drive the credit approval and legal execution processes in a collaborative operating model
• Allocate and optimize returns on financial resources.
• Build and maintain professional working relationships with all relevant stakeholders, displaying excellent abilities to initiate dialogue, listen, advise, influence and negotiate to achieve win-win outcomes.
• Display excellent Project Management skills, including initiating meetings with key stakeholders to track progress, manage expectations and ensure stakeholders’ requirements are delivered.
• Plan and manage own workflow, anticipating obstacles, juggling priorities and following through on objectives within agreed timeframes and according to quality standards.

You will be an ideal candidate if you:

• Are a holder of a Post Graduate Degree (Commerce, B Sc, Engineering)
• Are a CA, CFA or MBA holder – Advantageous.
• Consider yourself a specialist in your area of focus/experience;
• Have Minimum 3 years of Financial Project Management/ Investment Decision Support/ Treasury/ Related experience;
• Have a broad knowledge of Tax, Law and Accounting;
• Have a demonstrated ability to initiate and review complex MS Excel models and develop sensitivity/ scenario analysis;
• Broad Knowledge of key sectors of the Namibian economy – Infrastructure, Energy, FMCG advantageous;
• Have an ability to understand, quantify and mitigate risk;
• Have a demonstrated ability to negotiate with internal and external stakeholders;
• Have an ability to work well in a team environment;
• Assertive with a good level of resilience;
• Energized by Sales;
• Have a deep understanding and knowledge of capital markets

You will have access to:

• Opportunities to network and collaborate
• Challenging Working
• Opportunities to innovate
• Develop your own skills and knowledge

We can be a match if you are:

• Always doing the right thing – Fight for ethical conduct and transparency, both inside and outside
• Curious – Believe in insight, creativity, and its power to unlock value
• Deeply Invested – Take initiative and be a leader in your own right
• Valuing differences – Be inclusive, gracious, decent, and humble
• Building Trust not Territory – Create a culture of sharing
• Courageous – We’ve built a culture of bravery as every opinion is considered

Are you interested to take the step? We look forward to engaging with you further. Apply Now!

Group’s application portal:

Workday (myworkdayjobs.com)

Closing Date:  11 May 2026

All appointments will be made in line with FirstRand Namibia’s Employment Equity plan.The Group actively supports the recruitment and advancement of people with disabilities. We encourage that candidates voluntarily declare their disability and consult the Group should they require reasonable accommodation.

#Post

#RMB

#LI-LA2

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.12/05/26

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.

Click here to apply

Sales Broker

Job Description

To effectively promote sales, in liaison with brokers and financial institutions

• Achievement of net profit growth for business
• Deliver exceptional service that exceeds customers’ expectations through  proactive, innovative and appropriate solutions
• Manage existing clients and grow portfolio through making contact and generating leads
• Maximise cross sell opportunities and strengthen client relationships
• Contact prospective clients and sell appropriate banking products in order to achieve sales targets. 
• Provision of an efficient administration service through careful and timeous planning, reporting and updating of all related information
• Comply with governance in terms of legislative and audit requirements
• Track, control and influence sales activities with the specific aim to increase sales efficiencies
• Analyse competitor information gathered and ensure active monitoring of market trends and influencers. Identify new business opportunities that impact on the industry
• Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing  trends and data
• Manage own development to increase own competencies

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.30/06/26

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.

Click here to apply

We wish you all the best with your applications