Regional Head: High Net Worth

4 months ago

Cape Town, South Africa Nedbank Full time

**Job Classification**
- **REQ: 136047 - Nozi Masabalala**:

- **Division: Wealth Managment SA | High Net Worth**:

- **Closing Date: 4 October 2024**:

- Job Family- Sales and Service- Career Stream- Sales- Leadership Pipeline- Manage Managers- FAIS Affected- FAIS Affected - Yes**Job Purpose**
- To achieve financial objectives within the Region for the HNW Segment through stakeholder relationship management and client engagement, in line with WMSA business strategy. To provide leadership, manage sales & client service, mitigate risk, grow market share and deliver an integrated customer experience through the execution of end-to-end strategic objectives and to take ownership of the Nedbank Private Wealth brand.**Responsibilities**:

- Support the execution of the HNW Segment strategy through managerial participation and formulating an operational/tactical plan.
- Drive and monitor the implementation and execution of the NPW / HNW segment strategy through communication, observations and testing for understanding.
- Ensure that all individual and regional targets (client growth, client retention, AUA, Deposits, Advances, Headline Earnings) are delivered through team and in collaboration with relevant stakeholders.
- Develop and manage area budget through diligent expense management and according to the strategic business requirements.
- Support the on-time delivery and implementation of relevant projects, processes, and systems as relevant in line with business strategic objectives.
- Drive the implementation and execution of divisional acquisition and coverage strategy.
- Drive and monitor sales (acquisition, cross sell and upsell) against set targets for the HNW segment, in collaboration with relevant stakeholders within rest of group.
- Ensure increased revenue (i.e. Net Interest Revenue [NIR] and Net Interest Income [NII]) growth through new acquisition and unlocking the strategic opportunities.
- Ensure active and successful growth of Nedbank HNW segment market share across existing and new clients by driving the sales teams’ targets and client service levels.
- Enable direct reports to develop sales plans by providing agreed information, clarifying how targets will be achieved, resource planning, professional advice and strategic contribution.
- Support the delivery of world class client service and adhere to HNW segment expectations and standards.
- Support the formulation and delivery of an aligned and integrated customer experience across HNW segments through driving the team.
- Ensure effective risk management by monitoring compliance to policies and procedures and relevant regulatory frameworks and taking corrective action where necessary.
- Create a sustainable business through credit, operational and regulatory risk management.
- Comply with standards, policies and regulatory requirements of function.
- Ensure a culture of trust and respect of department members, direct reports and managers.
- Ensure resource and work allocation through optimizing resources, managing work-flow and increasing productivity.
- Create a high-performance sales & service culture.
- Manage performance of reports and hold them accountable for managing the performance of their reports.
- Identify relevant development needs by assessing own performance and behaviour through formal and informal feedback.
- Maintain a capable high performing team by identifying a talent pool.
- Build depth of skills and knowledge in the team of managers.
- Promote Nedbank Private Wealth market reputation and presence by role modelling the brand essence infusing the client experience with the brand promise.
- Build relationships with all relevant stakeholders by supporting and sharing information and knowledge.
- Ensure effective clear communication and relationship networks through leadership engagement and checking for understanding.
- Leverage and influence the matrix leadership structure.

**People Specification**
- Essential Qualification - NQF Level- Matric / Grade 12 / National Senior Certificate
- Relevant Bachelor Degree, Honours or Master in Business Administration, CFP
- Key individual Regulatory Exam 5 (RE)
- Essential Certifications- FAIS representative and preferably a Key Individual
- Minimum Experience Level- Minimum 4 - 6 years’ experience in Banking, lending and Investments, with minimum 3 years in strategic business leadership at a senior level.**Technical / Professional Knowledge**
- Strategic planning
- Budgeting
- Financial Accounting Principles
- Business principles
- Communication Strategies
- Financial Acumen
- Business writing skills
- Capacity planning
- Relevant regulatory knowledge
- Governance, Risk and Controls
- Behavioural Competencies- Aligning and Executing Sales Strategy
- Motivating the Sales Team
- Driving for results
- Decision Making
- Planning and Organizing
- Building the Sales Team
- Driving Successful Customer Engagements
- Coaching
- **_Please contact the Nedbank Recruiting Team at +27 860 555

  • High Net Worth Financial Planning Specialist

    1 month ago

    Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time

    Rory Mackie & Associates, a leading Private Bank and Wealth Manager, is seeking a dynamic Junior Financial Advisor to join their team. This exciting opportunity will see you working closely with senior advisors to provide top-notch financial advice to high net worth clients.Responsibilities:You will be responsible for assisting senior advisors in providing...

  • Property Manager Ultra High Net Worth Residence

    3 weeks ago

    Cape Town, South Africa HotelJobs.co.za Full time

    **Property Manager - Ultra High Net Worth Residence - Cape Town** Confidentiality, self management and responsibility is key **Description** Key Responsibilities: - Daily interaction with 3rd-party contractors and maintenance staff to ensure the residence is well-maintained. - Project management of large-scale refurbishments and renovations, ensuring...

  • Regional Manager: Islamic Banking

    7 months ago

    Cape Town, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job...

  • Regional Head of Business Transactional Banking

    7 months ago

    Cape Town, South Africa Rory Mackie & Associates Full time

    The role of the Regional Head for Business Transactional Banking (BTB) entails the full responsibility for co-creating, leading, and executing the national and regional business strategies. This includes developing, driving, and directing sales, client service, marketing, and operations within regional teams. The role also entails working closely with our...

  • Senior Financial Advisor

    7 months ago

    Cape Town, South Africa SET Recruitment Consultants Full time

    **Senior Financial Advisor, W Cape** Entrepreneurial Bank seeks driven indiv. Be instrumental in acquiring and managing a portfolio of High-Net-worth clients in the Western Cape region. Exciting career opportunity to build a book of Wealth clients. *** **Main Responsibilities** - Generate business and build a strong book of clients. - Manage a portfolio...

  • Regional Head Wealth

    18 hours ago

    Cape Town, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job...

  • Regional Growth Strategist

    3 weeks ago

    Cape Town, Western Cape, South Africa Black Pen Recruitment Full time

    Job OverviewWe are seeking a highly skilled Regional Growth Strategist to join our team at Black Pen Recruitment.Key Responsibilities:Develop and execute a comprehensive growth strategy tailored to the local market in South Africa, focusing on driving user acquisition, revenue growth, and brand visibility for a leading global cryptocurrency exchange.Conduct...

  • Wealth Advisor

    7 months ago

    Stellenbosch, Western Cape, South Africa SET Recruitment Consultants Full time

    **Wealth Advisor - Stellenbosch** Expanding bank seeks client-orientated indiv for Fin Advisory / Wealth business. Pivotal role to acquire and manage a portfolio of High-Net-worth client in the Stellenbosch region. Build great relationships and deliver personalised service. Exciting career opportunity to build book of clients from scratch. *** **Main...

  • Regional Head of Reefer

    3 months ago

    Cape Town, South Africa DHL Full time

    **Regional Head of Reefer - MEA** Would you like to be part of the most international company in the world? A company operating in more than 220 countries worldwide and has been pioneering cross-border express shipping since 1969. Would you like to be part of a business that connects people across the globe and want to make a difference? Then waste no time...

  • Finance Dealer

    7 months ago

    Cape Town, South Africa Time Personnel Full time

    **Job Overview**: **Date Posted**: Posted 3 mins ago- **Location**: Cape Town, Western Cape- **Job Title**: Finance Dealer- **Education Level**: Certificate- **Job Level**: Intermediate- **Minimum Experience**: 1 - 3 Years**Finance Dealer required in the Cape Town CBD.**: Do you have a NQF 6 qualification or are studying towards this, with experience working...

  • Wealth Banker

    7 months ago

    Cape Town, South Africa Absa Bank Limited Full time

    Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job...

  • Geography (Head of Subject)

    3 months ago

    Cape Town, South Africa Rustenburg Girls’ High School Full time

    **Job Advert Summary**: Rustenburg Girls’ High School is looking to appoint an experienced Geography teacher as the Head of Subject. This full time SGB educator post is available from 1 January 2025. **Minimum Requirements**: - Knowledge and experience in teaching the CAPs curriculum in the FET phase is essential (minimum five years preferred). -...

  • Financial Advisor

    6 months ago

    Cape Town, South Africa Rory Mackie & Associates Full time

    **Overview**: Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to professional...

  • Commercial Credit Specialist

    3 weeks ago

    Cape Town, Western Cape, South Africa Career-seekers Recruitment Solutions Full time

    Job OpportunityWe are urgently seeking to appoint a Commercial Credit Specialist who has dealt with high-net-worth clients. The successful candidate will have a benchmarked CTC Salary of R30K - R45K per month.The key responsibilities of this role include:Managing commercial credit relationships with high-net-worth clients.Preparing and presenting deal...

  • Regional Head: Commercial Banking and

    2 months ago

    Cape Town, South Africa Six Sense Full time

    A well-established business is seeking to appoint a Regional Head: Commercial Banking and Transformation (Cape Region - Cape Town) To manage the Commercial Banking and Transformation Regions and provide leadership to ensure that key strategic objectives are met. **Minimum Education and Experience**: - 4 Year Degree in Commerce, Business Management, or...

  • Corporate Financial Analyst Lead

    3 weeks ago

    Cape Town, Western Cape, South Africa Career-seekers Recruitment Solutions Full time

    Job DescriptionCareer-seekers Recruitment Solutions is a renowned National and International Financial Services Group seeking a suitably qualified and experienced Corporate Financial Analyst Lead. The ideal candidate will have dealt with high-net-worth clients and have a benchmarked CTC Salary of R30K - R45K per month.Responsibilities include:Dealing with...

  • Investment Migration Caseworker

    18 hours ago

    Cape Town, South Africa Sable International Full time

    Are you energetic, ambitious, and looking to develop your career? Our Cape Town Investment Migration department is looking to add a Caseworker to their team. We offer a dynamic and challenging environment where we achieve our business objectives and have fun doing it. **You’re perfect for this position if you**: - Are organised and have proven casework...

  • Regional Manager

    6 days ago

    Cape Town, South Africa Flash Full time

    **MINIMUM REQUIREMENTS**: - Minimum 5 years operational management experience in managing a region and team of people. - Grade 12 - Read, speak and write in English - Fully computer literate - Driver’s license required - Ability to travel long distances - Ability to work without supervision - Ability to analyse - Attention to Detail - Ability to build...

  • Travel Consultant

    7 months ago

    Cape Town, South Africa Zeebra Junction Specialist Recruitment Full time

    **Overview** My Client a Travel Company arranging tailor-made, private safaris as well as specialist expeditions into Africa and South America is recruiting for a well experienced senior travel consultant (Sales) to join their team. The applicant must have significant experience (5+ years) dealing with international clients in the high-end travel space and...

  • .Net Developer

    5 months ago

    Cape Town, South Africa IOCO Full time

    We're looking for a Senior .Net Developer to join our team! As the Senior Developer, you'll play a critical role in leading a team of developers and delivering high-quality software solutions to our clients. Your expertise:7+ years’ experience in software development using Microsoft .NET Core MVC framework, including C# or other .NET...