Wealth Management Analyst- FNB x1
Job Details
- Job Title: Wealth Management Analyst
- Company: FNB / FirstRand
- Location: Bloemfontein, Free State
- Employment Type: Not specified
- Job Requisition ID: R52983
- Posted: 3 days ago
- Closing Date: 06 October 2026
Job Description
FNB is looking for a Wealth Management Analyst to provide structured administrative and operational support to Wealth Managers. The successful candidate will assist with client relationships, financial analysis, reporting, portfolio-related activities and coordination with internal teams and external service providers.
The role requires strong analytical and organisational skills, attention to detail and the ability to deliver accurate, efficient and compliant service within a wealth management environment.
Responsibilities
- Provide administrative and operational support to Wealth Managers.
- Manage client interactions and serve as a first point of contact for clients.
- Resolve client queries and escalate complex issues when required.
- Maintain effective relationships with clients, colleagues and stakeholders.
- Coordinate with internal teams and external service providers.
- Ensure service delivery meets required quality, productivity and turnaround-time standards.
- Analyse financial and operational information to support decision-making.
- Assist with portfolio performance, risk and returns analysis.
- Prepare and provide accurate operational, performance and audit reports.
- Monitor transactional activity and report on progress.
- Maintain accurate documentation and share relevant information with the team.
- Identify and escalate operational, financial and compliance risks.
- Ensure compliance with governance standards, policies and procedures.
- Identify opportunities to improve internal processes and service delivery.
- Manage work-related costs and resources effectively.
- Plan and organise tasks to meet performance objectives and deadlines.
- Attend and facilitate meetings where required.
- Maintain accurate and consistent work outputs.
- Keep up to date with investment products, market trends and learning opportunities.
- Identify personal development needs and maintain an appropriate development plan.
Requirements
Qualifications
- Bachelor’s degree in one of the following:
- Finance
- Accounting
- Economics
- Business Management
- A postgraduate qualification such as Honours, PGDip or CFA will be advantageous.
- RE5 will be advantageous.
- Certifications in financial analysis, data tools or investments will be advantageous.
Experience
- 3–5 years’ experience in:
- Wealth management
- Investment analysis
- Financial services
- Experience working with financial advisors or portfolio managers.
- Experience in high-net-worth client environments.
- Exposure to market analysis, client portfolios and financial reporting.
Skills & Competencies
- Strong financial analysis skills, including portfolio performance, risk and returns.
- Strong data analysis skills.
- Proficiency in Excel, Power BI and dashboards.
- Understanding of investment products.
- Understanding of wealth structures, including trusts, portfolios and advisory models.
- Strong reporting and data interpretation skills.
- Excellent attention to detail and accuracy.
- Strong communication and stakeholder-management skills.
- Ability to manage multiple tasks and meet deadlines.
- Strong problem-solving and analytical abilities.
- Knowledge of governance, compliance and risk management.