Senior Wealth Manager — High-Net-Worth Growth

Nedbank; Johannesburg; On-site; ZAR 1,200,000 - 2,100,000; Full time

Job summary

Nedbank Private Wealth seeks a Wealth Manager to grow and manage high-net-worth client portfolios through a disciplined advisory approach in Johannesburg. The role focuses on identifying opportunities, delivering integrated wealth solutions, and maintaining superior client relationships.

You will drive revenue through cross-selling and bespoke investment strategies while ensuring compliance with FAIS and regulatory standards, contributing to NPW's strategic growth.

Qualifications

• Minimum of 5 years managing high net worth client investments.
• Experience in estate and tax planning and international investments is preferred.

Responsibilities

• Formulate innovative solutions for high net-worth clients on their wealth journey while tracking market trends.
• Manage clients' wealth needs through an ongoing advisory process to support Nedbank NPW goals.
• Achieve sales targets by identifying opportunities to advise on NPW investments, risk and banking solutions.
• Acquire new business to grow market share and cross-sell wealth and lending opportunities.

Skills

Cross-selling

Client relationships

Sales strategy

Communication

Results driven

Networking

Education

Honours Degree (Professional Qualifications)

Degree in Commerce/Finance/Business Science

Post Graduate Diploma in Financial Planning

CFP certification or studying towards CFP

FAIS RE5 exams

Tools

RE1 or ACI Dealing certificate

Job description

Nedbank Private Wealth seeks a Wealth Manager to grow and manage high-net-worth client portfolios through a disciplined advisory approach in Johannesburg. The role focuses on identifying opportunities, delivering integrated wealth solutions, and maintaining superior client relationships.

You will drive revenue through cross-selling and bespoke investment strategies while ensuring compliance with FAIS and regulatory standards, contributing to NPW's strategic growth.