Wealth Banker

Nedbank

Oos-Kaap

On-site

ZAR 800,000 - 1,100,000

Full time

14 days+

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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

Job Classification

Business Unit - Nedbank Private and Wealth - High Net Worth

Location - Cape Town, Johannesburg and Kwa-Zulu Natal

Work Arrangement: Hybrid (3 days in office)

Please note: This vacancy is advertised for talent pipelining purposes. Applications will be considered for current and future opportunities that match the requirements of the role.

Job Family

Sales and Services

Career Stream

Relationship Management

Leadership Pipeline

Manage Self Professional

FAIS Affected

FAIS Affected - Yes

Job Purpose

Nedbank Private and Wealth is seeking driven, client-centric professionals who are passionate about delivering exceptional wealth management and banking solutions. As a Wealth Banker, you will partner with affluent clients to understand their unique financial aspirations, providing tailored advice and holistic banking solutions that help them grow, protect, and preserve their wealth. Join a team that values innovation, expertise, and meaningful relationships while empowering clients to achieve their goals and ambitions.

Job Responsibilities

To acquire and deliver banking solutions to the high value client segment (i.e. SBS; Professional/ Financially affluent); by providing great client experiences and understanding client business and household banking needs. Deliver on all targeted products and services as measured through the relevant client management systems and the contribution statement.
Improve client service through delivering relevant products and services according to client needs.
Maintain and build a portfolio of high value, and complex clients.
Unearth 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.
Proactively engage clients in a manner that is relevant to their specific circumstances.
Collaborate with specialists in client engagements to cross sell and create value based solutions.
Ensure work is completed to agreed principles, process and procedures; progress reviewed and corrective action taken where necessary.
Comply with risk standards, policies and procedures through training and development as required by group compliance framework.
Facilitate clients compliance correctness in line with Nedbank internal and regulatory standards.
Identify and resolve any work related obstacles and problems and escalated to senior management.
Contribute to the improvement of policies, procedures, standards and processes by applying own experience and insights where applicable.
Understand the bank's risk and credit policy and manage client expectations accordingly.
Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations.
Comply with internal standard procedures to facilitate the execution of client requirements.
Support the achievement of the business strategy, objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems, process, services and solutions are aligned.
Identify training courses and career progression for self through input and feedback from management.
Ensure all personal development plan activities are completed within specified timeframe.
Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
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 responsibility initiatives for the achievement of business strategy.
Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.

Essential Qualifications - NQF Level

Matric / Grade 12 / National Senior Certificate
Advanced Diplomas/National 1st Degrees

Preferred Qualification

Degree in Business / Finance / Commerce/Economics

Essential Certifications

FAIS representative and preferably a Key Individual

Minimum Experience Level

Minimum 5 years experience in a Financial Services/Banking/Wealth Management environment as a High Net Worth Banker (2 of which as a relationship banker).

Technical / Professional Knowledge