Wealth Banker (KZN)

Nedbank Private Wealth; Durban; On-site; ZAR 800 000 - 1 200 000; Full time

Job summary

A leading financial institution in Durban is seeking a Wealth Banker to cultivate and manage client relationships within the high-net-worth segment. This role demands a dynamic individual with at least 10 years of banking experience, particularly in private client services. The successful candidate will deliver customized banking solutions, ensuring exceptional client experiences and compliance with financial regulations. An advanced degree in business or finance is preferred, along with a strong background in sales and customer service.

Qualifications

• 10 years experience as a Banker within a Private Clients / High Net Worth banking environment.
• FAIS RE5 certification is essential.

Responsibilities

• Acquire and deliver banking solutions to high-value clients.
• Build and maintain a portfolio of high-value clients.
• Understand client business and household needs.
• Collaborate with specialists to cross-sell solutions.

Skills

Sales Experience

Presentation Skills

Financial Services

Customer Service

Financial Acumen

Education

Matric / Grade 12 / National Senior Certificate

Degree in Business / Finance / Marketing

Tools

Microsoft Office

Job description

Job Classification

Requisition Melissa Cloete

Business Unit - Nedbank Private and Wealth : High Net Worth

Location - Nedbank Park Square Campus Umhlanga Durban - requires you to be based in the Region

Closing Date - 18 November 2025

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

Job Family

Sales and Services

Career Stream

Relationship Management

Leadership Pipeline

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-driven Wealth Banker to join our this role you will be responsible for acquiring and nurturing new client relationships delivering bespoke 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 clients 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 elevate to senior management.
• Contribute to the improvement of policies procedures standards and processes by applying own experience and insights where applicable.
• Understand the banks 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

Minimum Experience Level

• 10 years experience as a Banker within a Private Clients / High Net Worth banking environment (2 of which as a relationship banker).
• FAIS RE5 certification is essential

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

Behavioural Competencies

• Building Networks
• Building Trusting Relationships
• Business Acumen
• Driving for Results
• Global Perspective
• Portfolio Management
• Sustaining Customer Satisfaction
• Targeting Sales Opportunities

Please contact the Nedbank Recruiting Team at

Key Skills

• Sales Experience
• Presentation Skills
• Financial Services
• Customer Service
• Financial Acumen
• Fraud
• Math
• Military Experience
• Banking
• Upselling
• Cash Handling
• RMF

Employment Type : Advisor

Experience : years

Vacancy : 1