Wealth Manager

4 weeks ago

Cape Town, Western Cape, South Africa Nedbank Full time
Job Classification

Job Family

Investment Banking

Career Stream

Advisory

Leadership Pipeline

Manage Self: Professional

FAIS Affected

FAIS Affected - Yes

Job Purpose

To manage clients wealth needs through an ongoing advisory process to achieve Nedbanks strategic goals of client centricity and revenue generation; as per the business strategy.

Job Responsibilities

• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc.).

• Participate and support corporate social responsibility initiatives for the achievement of key business strategies.

• Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.

• Deliver on due dates through the timeous documenting and scheduling of reviews.

• Focus on eliminating waste and optimising vendor expenditure by managing the billing analysis and audit process.

• Obtain cost efficiencies by promoting competition as a mechanismDefine the savings that could be extracted; by advising and guiding internal stakeholders on the management thereof.

• Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions.

• Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders.

• Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managersEnsure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and/or maintained within specified time frames.

• Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team.

• Ensure all successes are communicated to Group Technology through the various publications ( e.g. Full View; Engage) Actively working towards building a network across all areas in GT and understanding the end to end service.

• Oversee service level agreements by managing and tracing the SLA reviews and by updating appropriate registers and plans accordinglyIdentify recurrent incidents and incidents that are not yet matched to existing incident data through the Analysis of incident data.

• Identify problems or known errors and record incidents resulting from incident data for which a structural solution has to be found.

• Determine the root cause; by reviewing the problem resolution with specialist staff and reference the relevant supporting documentation.

• Monitor and follow up on issues raised that might cause possible compliance and risk issues by documenting and reporting issues to the relevant stakeholders as well as tracking and monitoring solutions.

• Ensure that the databases are updated and deadlines are met.

• Document all successes for future reference and lessons learned.

• Manage quarterly reviews and recognition though communication thereof Manage the implementation of the Knowledge Management Plan and systems; policies and processes.

• Promote Knowledge Management principles; processes and procedures to encourage collaboration and information sharing.

• Produce and distribute Management reports by collating the required information.

• Ensure contract process is followed by working in close relation with the Vendor Management and contracting office.

• Ensure the availability of reliable and secure knowledge; information and data throughout the Service Lifecycle.

• Use; establish and maintain effective working relationships with other employees; including external stakeholders; through the use of customer service skills.

• Meet client needs by sending necessary communications to the targeted audienceBuild and maintain relationships by ensuring thatall data on the Information TechnologyService Management Catalogue is updated and communicatedCreate internal synergy by providing information on progress.

Job Responsibilities Continue

People Specification

Essential Qualifications - NQF Level
  • Matric / Grade 12 / National Senior Certificate
  • National Certificates and Occupational Awards
Preferred Qualification

Commercial degree/diploma e.g. B.Comm/B.Sc Actuarial Science/Business Science, Certified Financial Analyst, Regulatory FAIS Exams

Essential Certifications
  • FPI (Financial Planning Institute) membership
Preferred Certifications

Minimum Experience Level

3-5 years related experience

Technical / Professional Knowledge
  • Business terms and definitions
  • Business writing
  • Communication Strategies
  • Data analysis
  • Governance, Risk and Controls
  • Industry trends
  • Microsoft Office
  • Principles of financial management
  • Relevant regulatory knowledge
  • Decision-making process
Behavioural Competencies
  • Continuous Learning
  • High-Impact Communication
  • Managing Work
  • Sales Disposition
  • Sustaining Customer Satisfaction
  • Technical/Professional Knowledge and Skills
Please contact the Nedbank Recruiting Team at

If you can't find the job you're looking for, activate job alerts to be one of the first to know when new positions open up.

  • Wealth Management Professional

    1 hour ago

    Cape Town, Western Cape, South Africa The Recruitment Council Full time

    Job DescriptionWealth ManagerThe Recruitment Council is seeking a highly skilled and experienced Wealth Manager to join our esteemed team. As a Wealth Manager, you will be responsible for delivering exceptional wealth management services to our clients, ensuring their financial goals and objectives are met.Key ResponsibilitiesNew Business Development:Develop...

  • Wealth Management Specialist

    1 hour ago

    Cape Town, Western Cape, South Africa PPS Recruitment Full time

    Role OverviewThe purpose of this role within our Wealth Advisory team at PPS Recruitment is to build and create a book of high-net-worth clients through discovery of their personal needs, goals, and aspirations, as well as risk management profiles.Key ResponsibilitiesService and maintain an intimate relationship with clients, their families, and business...

  • Wealth Management Professional

    1 hour ago

    Cape Town, Western Cape, South Africa The Recruitment Council Full time

    Job Opportunity: Prestigious Bank Seeks Experienced Wealth ManagerAbout the Role:We are seeking a seasoned Wealth Manager to join our team at The Recruitment Council. As a Wealth Manager, you will be responsible for shaping financial destinies and providing expert advice to our clients.Key Responsibilities:Financial Planning: Develop and implement...

  • Wealth Management Associate

    1 hour ago

    Cape Town, Western Cape, South Africa The Recruitment Council Full time

    Job SummaryThe Recruitment Council is seeking a highly skilled and detail-oriented Wealth Management Associate - Strategic Partner to join our team. As a key member of our wealth management team, you will play a critical role in delivering exceptional support to our wealth managers, ensuring seamless operations and exceptional client service.Key...

  • Wealth Management Associate

    1 hour ago

    Cape Town, Western Cape, South Africa Set Consulting Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Wealth Management Associate to join our team at Set Consulting. As a key member of our financial services team, you will provide administrative support to our Wealth Managers while serving as a strategic partner.Key ResponsibilitiesAdministrative SupportPrepare and collate new client onboarding...

  • Wealth Management Professional

    1 hour ago

    Cape Town, Western Cape, South Africa The Recruitment Council Full time

    Job Summary:The Recruitment Council is seeking a highly skilled Wealth Management Professional to join our team. As a key member of our organization, you will be responsible for providing expert financial guidance to our clients and helping them achieve their financial goals.About the Role:Key Responsibilities:Develop and implement customized financial plans...

  • Strategic Leader for Wealth and Financial Planning

    1 hour ago

    Cape Town, Western Cape, South Africa The Recruitment Council Full time

    Job Summary:The Recruitment Council is seeking a seasoned financial planning professional to join our team as Head of Wealth and Financial Planning. As a key member of our organization, you will be responsible for leading a cross-functional team of advisory specialists and driving client engagement.Key Responsibilities:Financial Planning and Wealth...

  • Financial Analyst

    1 hour ago

    Cape Town, Western Cape, South Africa IGrow Wealth Investments Full time

    About the RoleIGrow Wealth Investments, a leading property investment company, is seeking a highly skilled Financial Analyst to join their team in Cape Town.To be successful in this position, you will need:A professional accounting certification, such as SAICA or AGA(SA), with a minimum of 1 year of post-article experience in a management or supervisory...

  • Wealth Management Consultant

    1 hour ago

    Cape Town, Western Cape, South Africa FirstRand Bank Limited Full time

    Position Overview As a key member of our Private Banking and Advisory Team, you will play a crucial role in managing a diverse portfolio of FNB Private Wealth Clients. Your responsibilities will include providing in-depth analysis, conducting research, and ensuring exceptional sales and service delivery. Your goal will be to identify new opportunities...

  • Wealth Management Advisors Wanted

    1 hour ago

    Cape Town, Western Cape, South Africa Sagen Advisory Full time

    Sagen Advisory is actively seeking dedicated Financial Planners at various experience levels. Our client is experiencing significant growth and has opened exciting positions that provide exceptional career advancement opportunities.Whether you are an experienced professional or just beginning your journey in Financial Advising, our clients offer the...

  • Financial Operations Manager

    1 hour ago

    Cape Town, Western Cape, South Africa IGrow Wealth Investments Full time

    Job SummaryIGrow Wealth Investments, a leading property investment company, is seeking a highly skilled and experienced Assistant Group Financial Manager to join our team.The successful candidate will be responsible for supporting the Group Financial Manager in overseeing the financial operations of the company and its subsidiaries. This includes assisting...

  • Bond Consultant

    1 hour ago

    Cape Town, Western Cape, South Africa IGrow Wealth Investments Full time

    IGrow Wealth Investments, a leading property investment company, is seeking a skilled Bond Consultant to join their team in a dynamic role.Key Responsibilities:Consult with investors to obtain financial information for affordability assessments and bond applications.Complete and submit bond applications through the DealMaker system.Follow up with financial...

  • Maintenance Coordinator

    1 hour ago

    Cape Town, Western Cape, South Africa IGrow Wealth Investments Full time

    IGrow Wealth Investments is seeking a skilled Maintenance Administrator to join their team. As a key member of the property investment group, this role will be responsible for ensuring the smooth operation of maintenance activities across the rental portfolio.Key Responsibilities:Attend to all day-to-day maintenance tickets on the rental portfolio, ensuring...

  • Financial Operations Manager

    1 hour ago

    Cape Town, Western Cape, South Africa IGrow Wealth Investments Full time

    Job SummaryIGrow Wealth Investments, a leading property investment company, is seeking a highly skilled and experienced Assistant Group Financial Manager to support the Group Financial Manager in overseeing the financial operations of the company and its subsidiaries.Key ResponsibilitiesFinancial Reporting & AnalysisAssist in preparing and reviewing monthly,...

  • Portfolio Administrator

    1 hour ago

    Cape Town, Western Cape, South Africa IGrow Wealth Investments Full time

    IGrow Wealth Investments, a leading property investment company, is seeking a highly skilled Portfolio Administrator to join their team in a dynamic role.To be successful in this position, you will need:A matric certificateAt least 2 years of experience in a similar administrative roleExperience working in a rentals environmentProficiency in the PayProp...

  • CRM Business Analyst

    1 hour ago

    Cape Town, Western Cape, South Africa IGrow Wealth Investments Full time

    IGrow Wealth Investments, a leading property investment company, is seeking a dynamic and forward-thinking CRM Business Analyst to join their team in Cape Town.**Requirements:**MatricA degree in Business Administration, Information Technology, Computer Science, Marketing, or a related field3-5 years experience in a CRM Analyst role preferably in financial...

  • Senior Financial Administrator

    1 hour ago

    Cape Town, Western Cape, South Africa IGrow Wealth Investments Full time

    Job SummaryIGrow Wealth Investments, a leading property investment company, is seeking a highly skilled and detail-oriented Bookkeeper to support the Assistant Financial Manager in maintaining accurate financial records and ensuring compliance with regulatory standards.Key ResponsibilitiesRecord Keeping & Data EntryMaintain accurate and up-to-date financial...

  • Assistant Group Financial Director

    1 hour ago

    Cape Town, Western Cape, South Africa IGrow Wealth Investments Full time

    Job SummaryIGrow Wealth Investments, a leading property investment company, is seeking a highly skilled and experienced Assistant Group Financial Manager to support the Group Financial Manager in overseeing the financial operations of the company and its subsidiaries.Key ResponsibilitiesFinancial Reporting & AnalysisAssist in preparing and reviewing monthly,...

  • Senior Financial Analyst

    1 hour ago

    Cape Town, Western Cape, South Africa IGrow Wealth Investments Full time

    Job SummaryIGrow Wealth Investments, a leading property investment company, is seeking a highly skilled and experienced Assistant Group Financial Manager to support the Group Financial Manager in overseeing the financial operations of the company and its subsidiaries.Key ResponsibilitiesFinancial Reporting & AnalysisAssist in preparing and reviewing monthly,...

  • Investment Portfolio Manager

    1 hour ago

    Cape Town, Western Cape, South Africa PPS Recruitment Full time

    Role OverviewThe purpose of this role within our Wealth Advisory team at PPS Recruitment is to build and create a book of high-net-worth clients through discovery of their personal needs, goals, and aspirations, as well as risk management profiles.Key ResponsibilitiesService and maintain an intimate relationship with clients, their families, and business...