Wealth Manager

3 weeks ago

Pretoria, South Africa nedbank Full time

Business Unit - Nedbank Private and Wealth: High Net Worth Closing Date - 19 November 2025 Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups Job Family Investment Banking Manage Others (MO) 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 Formulate innovative solutions for our high net-worth clients on their wealth journey whilst being aware of markettrends and variables that may impact their investment plans Achieve predetermined sales targets across the business by identifying opportunities in the client base to advise clients onNPWs approved investment, risk and banking solutions Acquire new business for the portfolio in line with the Customer Value Proposition segment specifications and acquisitiontargets to increase market share Maximise bank profitability and ensure value add to customers through cross-selling specifically focusing on wealth leads and lending opportunities. This includes the complete spectrum of Transactional Banking accounts, Investment accounts,Foreign exchange requirements, Non-Resident, Exchange control and Offshore banking requirements. Maintain expert knowledge of all Nedbank Wealth's approved products, application procedures, processing, and timelines, whilst using this knowledge to drive relevant sales targets Inform and educate clients on products and services to ensure retention of existing clients, increasing sales revenue, and expanding the organisation's client base Collaborate successfully across all relevant areas to achieve shared goals Ensure compliance with relevant statutory, legislative, policy, and governance requirements Stay up to date with relevant legislative amendments and industry best practices, as well as the Company's internalcompliance procedures Ensuring that the quality of advice remains high and consistent and in line with NPW's investment philosophy andapproved products Contributing to sustaining a competitive edge through external networking, benchmarking, and representation on relatedforums Developing networks and build alliances to grow and strengthen internal support bases Provide support and coaching the wealth managers, paraplanners and other staff as required Lead team effectively and efficiently across the HR value chain including recruitment, performance management, retention of critical staff, succession planning, coaching and talent management. Essential Qualifications - NQF Level Professional Qualifications/Honour’s Degree Preferred Qualification Degree in Commerce/Finance/ Business Science etc Post Graduate Diploma in Financial Planning (essential) Certified Financial Planner (CFP) or studying towards CFP Regulatory FAIS Exams - RE5 (essential) Essential Certifications FAIS representative and preferably a Key Individual Minimum Experience Level 5 years related experience in Financial Planning/Wealth Management acquisitions/sales is essential Technical / Professional Knowledge Microsoft Office Cross and Up - selling Building Customer Relationships High-Impact Communication Driving for Results Aligning and Executing Sales Strategy Creating a Service Reputation Nedbank Ltd Reg No 1951/ /06. Authorised financial services and registered credit provider (NCRCP16). #J-18808-Ljbffr

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