Private Wealth Advisor for High-Net-Worth Clients

Nedbank; Oos-Kaap; Hybrid; ZAR 800,000 - 1,100,000; Full time

Job summary

Nedbank Private and Wealth is recruiting a Wealth Banker to partner with affluent clients, delivering tailored advice and holistic banking solutions that help grow, protect, and preserve wealth. You will work within a hybrid structure, collaborating with specialists and maintaining strong relationships with high-value clients.

Join a team focused on innovation, expertise, and meaningful client partnerships, while delivering superior service and navigating complex financial needs to meet client

Qualifications

• Matric / Grade 12 / National Senior Certificate.
• Advanced Diplomas/National 1st Degrees.
• Degree in Business / Finance / Commerce/Economics.
• FAIS representative and preferably a Key Individual.

Responsibilities

• Acquire and deliver banking solutions to high value client segment by providing great client experiences and understanding client business and household banking needs.
• Improve client service through delivering relevant products and services according to client needs.
• Maintain and build a portfolio of high value, and complex clients.
• Uncover client sales / solution opportunities and execute on these opportunities.
• Undertake thorough needs analysis across all clients spheres of financial influence and ensure clients are entrenched into Nedbank.
• Respond within agreed timelines to tasks and responsibilities deployed onto the relevant systems.
• Build and maintain effective professional relationships with high value profile clients through contact management.
• Deliver banking solutions that meet client needs.
• Understand client's business, personal and household needs.
• Build sound and sustainable client relationships and instil trust among clients that Nedbank is best placed to manage the complexity of their business / personal and household requirements.

Skills

Interpersonal skills

Client relationship

Business writing

Regulatory knowledge

Data analysis

Business acumen

Decision making

Financial management

Governance controls

Education

Matric / Grade 12 / National Senior Certificate

Advanced Diplomas/National 1st Degrees

Degree in Business / Finance / Commerce/Economics

Job description

Nedbank Private and Wealth is recruiting a Wealth Banker to partner with affluent clients, delivering tailored advice and holistic banking solutions that help grow, protect, and preserve wealth. You will work within a hybrid structure, collaborating with specialists and maintaining strong relationships with high-value clients.

Join a team focused on innovation, expertise, and meaningful client partnerships, while delivering superior service and navigating complex financial needs to meet client