Elite Wealth Relationship Manager - HNW Cape Town

Cari; Cape Town; Hybrid; ZAR 900,000 - 1,300,000; Full time

Job summary

Nedbank Private Wealth in Cape Town is seeking a dynamic Wealth Banker to grow and manage relationships with high net worth clients. You will deliver tailored banking solutions, manage a complex client portfolio and drive growth by understanding client financial needs.

The role demands strong regulatory knowledge, client service excellence, and the ability to cross-sell value-based solutions. Hybrid work arrangement applies with in-office presence at Nedbank Clocktower Campus, V&A Waterfront.

Qualifications

• Matric/Grade 12 or equivalent.
• Essential FAIS RE5.
• Degree in Business/Finance/Marketing/Investments (preferred).
• Class of Business (advantageous).
• 5 years wealth banking experience in a Wealth/High Net Worth environment.

Responsibilities

• Acquire and deliver banking solutions to high value clients, delivering great client experiences.
• Improve client service by offering relevant products and services.
• Maintain and grow a portfolio of high value, complex clients.
• Identify sales opportunities and execute on them.
• Perform needs analyses and integrate clients into Nedbank.
• Respond promptly to tasks in relevant systems.
• Build strong professional relationships with high value clients.
• Deliver banking solutions that meet client needs.
• Understand clients' business, personal and household needs.
• Collaborate with specialists to cross-sell and create value-based solutions.

Skills

Microsoft Office

Interpersonal Skills / Client Relation

Business writing

Business terms & definitions

Regulatory knowledge

Data analysis

Business acumen

Decision-making process

Education

Matric / Grade 12 / National Senior Certificate

Advanced Diplomas / National 1st Degrees

Degree in Business / Finance / Marketing / Investments

Job description

Nedbank Private Wealth in Cape Town is seeking a dynamic Wealth Banker to grow and manage relationships with high net worth clients. You will deliver tailored banking solutions, manage a complex client portfolio and drive growth by understanding client financial needs.

The role demands strong regulatory knowledge, client service excellence, and the ability to cross-sell value-based solutions. Hybrid work arrangement applies with in-office presence at Nedbank Clocktower Campus, V&A Waterfront.