Wealth Banker

Nedbank; Sandton; On-site; ZAR 600,000 - 1,000,000; Full time

Job summary

Nedbank Private Wealth is seeking a Wealth Banker to join our Cape Town team, focusing on acquiring and delivering tailored banking solutions to high-value clients while building lasting relationships and understanding complex financial needs.

You will manage a portfolio of high net worth clients, cross-sell solutions, and ensure adherence to Nedbank risk and regulatory standards, driving growth and exceptional client experiences.

Qualifications

• Matric / Grade 12 / National Senior Certificate
• Advanced Diplomas/National 1st Degrees
• Minimum 5 years in a banking environment (2 of which as a relationship banker)

Responsibilities

• Acquire and deliver banking solutions to high value client segment with Nedbank; deliver on targeted products and services
• Improve client service by offering relevant products and services to client needs
• Maintain and grow a portfolio of high value, complex clients
• Uncover client sales opportunities and execute on them
• Conduct thorough needs analysis across clients’ financial needs and ensure Nedbank alignment
• Respond to tasks and responsibilities within system timelines
• Build and maintain professional relationships with high value clients
• Deliver banking solutions that meet client needs
• Understand client business, personal and household needs
• Establish sound relationships to demonstrate Nedbank is best placed to manage their needs
• Engage clients proactively based on circumstances
• Collaborate with specialists to cross-sell and create value-based solutions
• Ensure work aligns with processes and standards; take corrective action when needed
• Comply with risk standards and regulatory requirements
• Support development of policies and processes through insights
• Understand bank risk and credit policy and manage client expectations
• Obtain buy-in for new processes to improve stakeholder operations
• Comply with internal procedures to fulfill client requirements
• Contribute to business strategy and values through Nedbank and BU plans
• Identify training and career progression opportunities
• Complete personal development activities
• Share knowledge and industry trends with team
• Support transformation goals and corporate responsibility initiatives
• Seek opportunities to improve processes and add value to Nedbank

Skills

Interpersonal skills

Client relationship

Business writing

Data analysis

Decision making

Business acumen

Governance, risk & controls

Building networks

Building trusting relationships

Driving for results

Global perspective

Sustaining customer satisfaction

Targeting sales opportunities

Education

Matric / Grade 12 / National Senior Certificate

Advanced Diplomas/National 1st Degrees

Degree in Business / Finance / Marketing

Tools

Microsoft Office

Job description

Business Unit - Nedbank Private and Wealth - High Net Worth

Closing Date - 10 September 2026

Employment Equity Statement: Preference will be given to Applicants from Underrepresented Groups

Job Family

Sales and Services

Relationship Management

Manage Self Professional

FAIS Affected

FAIS Affected - Yes

Job Purpose

Are you passionate about building lasting client relationships and driving growth in the high-net-worth segment?

Nedbank Private Wealth is seeking a dynamic and results-drivenWealth Bankerto join our Cape Town team.

You will 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.

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 / Marketing (e.g. B.Comm, Certified Associate of the Institute of Bankers ), FAIS full Qualification

Minimum Experience Level

Minimum 5 years in a banking environment (2 of which as a relationship banker).

Technical / Professional Knowledge

• Microsoft Office
• Interpersonal Skills/ Client Relationship
• Business writing
• Business terms and definitions
• Relevant regulatory knowledge
• Data analysis
• Business Acumen
• Decision-making process
• Principles of financial management
• Governance, Risk and Controls
• Building Networks
• Building Trusting Relationships
• Business Acumen
• Driving for Results
• Global Perspective
• Sustaining Customer Satisfaction
• Targeting Sales Opportunities