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High Net Worth Financial Specialist

1 week ago

Johannesburg, Gauteng, South Africa Nedbank Full time
Job Overview:
Nedbank Wealth Management offers a unique opportunity for a skilled professional to join our team as a High Net Worth Financial Specialist. In this role, you will be responsible for providing expert client service, identifying cross-selling opportunities, and delivering comprehensive financial solutions to high net worth individuals.

The ideal candidate will possess advanced diplomas or national degrees in relevant fields, such as finance, investments, or economics. A minimum of 3 years' experience in private banking or investment house client service is required, with expertise in CRM systems and Active Ops highly advantageous.

The successful candidate will be able to navigate complex financial products, make recommendations that meet clients' needs, and foster long-term relationships. Strong communication and interpersonal skills are essential, as well as the ability to work collaboratively with internal stakeholders to deliver complete solutions to clients.

Key Responsibilities:
  • Provide expert client service, identify cross-selling opportunities, and deliver comprehensive financial solutions to high net worth individuals.
  • Perform portfolio reviews, prepare records of advice/review, and educate clients on investment and financial planning strategies.
  • Respond to client needs by offering the right service and solution, nurturing strong, long-standing client relationships.
  • Facilitate the sales process by informing clients of product features and benefits.

Required Skills and Qualifications:
  • Advanced diplomas/national degrees in relevant fields.
  • Minimum 3 years' experience in private banking/investment house client service.
  • Customer service principles, product knowledge, and technology savvy.
  • CRM D-365 & Active Ops system experience is highly advantageous.

Risk and Compliance:
  • Mitigate risks and meet legislative requirements (e.g., FICA, FAIS, and Letter of Authority) by being accredited and updating and maintaining client information.
  • Report suspicious transactions to the relevant department.
  • Keep abreast of legislation and other industry changes that impact the role by reading relevant newsletters, communications, and training material.