Wealth Acquisition Banker

**Job Classification**

**Requisition**:

- 142149 - Melissa Cloete

**Business Unit**:

- Nedbank Private and Wealth; High Net Worth

**Location** - Nedbank Park Square Campus, Umhlanga, KZN

**Closing Date**:

- 30 September 2025

**Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups**
- Job Family
- Sales And Services
- Career Stream
- Sales
- Leadership Pipeline
- Manage Self: Technical
- FAIS Affected
- FAIS Affected - Yes

**Job Purpose**
- To acquire primary clients within the identified segment in order to generate gross operating income so that the bank can achieve its revenue, profitability and market share objectives.

**Responsibilities**:

- Maximise profitability of client by matching as many products as meets his/her needs.
- Ensure that client is fully banked by cross selling and servicing to meet all identified client needs.
- Retain client by ensuring that all his banking needs are met by Nedbank.
- Source appropriate leads by building relationships, using networks, collabrating with other divisions, obtaining referrals and conducting appropriate marketing activities to target potential customers.
- Conduct needs analysis with client and match products and services to their needs by following Nedbank processes and complying with FAIS reqruiements.
- Provide accurate advice to meet client needs by maintaining knowledge, upskilling, reading widely, attending courses and being knowledgeable
- Meet client needs by providing feedback on progress, responding to requests with appropriate information/advice at all reasonable times, within turnaround times, and by managing expectations.
- Ensure that clients can use products and services by providing/organising training and demonstrations to clients.
- Build relationships with internal stakeholders and suppliers by meeting all standards and service level agreements.
- Collaborate with other departments by informing them of your role, sharing knowledge and making recommendations, referring leads and working with team to secure new accounts.
- 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 managers
- Ensure 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.
- 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.
- Essential Qualifications - NQF Level
- Matric / Grade 12 / National Senior Certificate
- Preferred Qualification
- Degree/Diploma (NQF 5 0r 6) in a financial or marketing field
- Essential Certifications
- FAIS representative and preferably a Key Individual
- Minimum Experience Level
- 2 years in a sales position responsible for and successful in acquiring new accounts and/or cross selling into existing accounts, in a financial services environment.

**Technical / Professional Knowledge**
- Administrative procedures and systems
- Banking procedures
- Business principles
- Data analysis
- Governance, Risk and Controls
- Relevant regulatory knowledge
- Relevant software and systems knowledge
- Business writing skills
- Product Knowledge
- Networking
- Credit management principles and requriements
- Professionalism in behaviour and personal presentation
- Behavioural Competencies
- Adaptability
- Applied Learning
- Driving for results
- High-Impact Communication
- Managing Work
- Sales Disposition
- Sales Negotiation
- **_Please contact the Nedbank Recruiting Team at +27 860 555 566_