Wealth Manager

**Job Classification**- ** Requisition**:

- 142971 - Melissa Cloete- ** Business Unit** - Nedbank Private and Wealth - High Net Worth- ** Location** - Nedbank Park Square Campus, Umhlanga, KZN- ** Closing Date** - 19 November 2025- ** Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups**- Job Family- Investment Banking- Career Stream- Advisory- Leadership Pipeline- 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 market trends 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 on NPWs approved investment, risk and banking solutions
- Acquire new business for the portfolio in line with the Customer Value Proposition segment specifications and acquisition targets 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.
- 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 internal compliance procedures
- Ensuring that the quality of advice remains high and consistent and in line with NPW's investment philosophy and approved products
- Contributing to sustaining a competitive edge through external networking, benchmarking, and representation on related forums
- 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- 3-5 years related experience in Financial Planning/Wealth Management acquisitions/sales is essential
- RE5 certification is essential-
- **Technical / Professional Knowledge**
- Microsoft Office
- Client understanding (Wealth management)
- Cross and Up - selling
- Client retention- Behavioural Competencies
- Building Customer Relationships
- High-Impact Communication
- Driving for Results
- Aligning and Executing Sales Strategy
- Creating a Service Reputation
- Guiding Sales Opportunities
- **_Please contact the Nedbank Recruiting Team at +27 860 555 566_