Senior Wealth Advisor for High Net Worth Clients

Nedbank; Durban; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A leading financial institution in Durban seeks a Wealth Manager to oversee high net-worth clients' investment and banking needs. The successful candidate will possess a Professional Degree and have a minimum of 3-5 years in financial planning or wealth management. Responsibilities include formulating wealth strategies, advising clients, achieving sales targets, and ensuring compliance with legal requirements. This is an excellent opportunity for driven professionals ready to make a significant impact.

Qualifications

• 3-5 years related experience in Financial Planning/Wealth Management acquisitions/sales is essential.

Responsibilities

• Formulate innovative wealth solutions for high net-worth clients.
• Achieve sales targets by advising clients on investment, risk, and banking solutions.
• Acquire new business to increase market share in line with segment specifications.
• Maximise profitability through cross-selling and comprehensive banking services.
• Maintain expert knowledge of all wealth products and application procedures.
• Educate clients on products to enhance retention and boost sales revenue.
• Ensure compliance with all relevant legislative and governance requirements.
• Develop networks and collaborate across teams to support client needs.
• Lead and support the wealth management team effectively.

Skills

Microsoft Office

Cross and Up - selling

Building Customer Relationships

High-Impact Communication

Driving for Results

Aligning and Executing Sales Strategy

Creating a Service Reputation

Education

Professional Qualifications/Honour’s Degree

Degree in Commerce/Finance/Business Science

Post Graduate Diploma in Financial Planning

Certified Financial Planner (CFP) or studying towards CFP

Regulatory FAIS Exams - RE5

Job description

A leading financial institution in Durban seeks a Wealth Manager to oversee high net-worth clients' investment and banking needs. The successful candidate will possess a Professional Degree and have a minimum of 3-5 years in financial planning or wealth management. Responsibilities include formulating wealth strategies, advising clients, achieving sales targets, and ensuring compliance with legal requirements. This is an excellent opportunity for driven professionals ready to make a significant impact.