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Junior Wealth Manager

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  • Full Time
  • Temporary
  • Windhoek

Website First National Bank

FNB

about us

Ashburton Namibia is a subsidiary of FirstRand Namibia Ltd. To deliver on our business philosophy, we need smart, talented and passionate people from diverse backgrounds who are committed to excellence. Preference shall be given to suitably qualified applicants from the designated groups as defined in the Affirmative Action Act, 29 of 1998.

purpose

Requires a strong generalist skill of assessing client’s needs and providing wealth solutions. This requires detailed financial planning, understanding of tax and investment/risk solutions. The aim is to build a book of assets under management and to retain these client relationships. Be able to identify cross-selling opportunities where other banking and lending products can be offered to clients. Be able to work in a team (practice) environment where a performance culture is maintained.

experience and qualifications

  • Relevant B-Degree, BCom Honours / CA / BCom Law / LLB & CP or Higher Diploma in Tax will be advantage
  • Certified Financial Planner CFP or Advanced Diploma in Financial Planning – preferable
  • Experience within Private Client asset management or equivalent financial services industry – essential, or
  • Ideally 3-5 years relevant experience

To apply for this job please visit www.firstrandjobs.mobi.

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