Wealth Manager

Nedbank

Sandton

Hybrid

ZAR 900,000 - 1,300,000

Full time

37 hours ago

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Job summary

Nedbank Private and Wealth in Sandton, Johannesburg, is seeking an experienced Wealth/Investment professional with a strong track record in acquiring new high-net-worth clients and growing integrated wealth management portfolios.

The role focuses on expanding Nedbank's Connected Wealth vision, cross-selling wealth and lending products, and maintaining compliance with FAIS, RE5, and internal governance. Hybrid work arrangement supports client engagement.

Qualifications

Must have 5+ years managing affluent/high-net-worth client portfolios.
Solid knowledge of investment, estate and tax planning.
FAIS compliant with RE5 and regulatory exams.

Responsibilities

Formulate innovative wealth solutions for high-net-worth clients.
Achieve sales targets by leveraging client base for NPW investments and banking solutions.
Acquire new business to grow market share in HNW segment.
Cross-sell wealth, lending, and transactional banking services.
Maintain knowledge of Nedbank Wealth products and processes to drive targets.
Educate clients on products to retain and expand client base.
Collaborate across departments to meet goals and ensure compliance.
Lead HR processes including coaching and talent management.

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

Degree in Commerce/Finance/Business Science

Post Graduate Diploma in Financial Planning

Certified Financial Planner (CFP) or studying towards CFP

FAIS Exams - RE5

Cat 1 & 2 advantageous

Job description

Business Unit - Nedbank Private and Wealth: High Net Worth

Work Arrangment - Hybrid

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

Please note: We reserve the right to close the job advertisement before the closing date based on Operational Requirements and/or volume of applications

Job Family

Investment Banking

Manage Others (MO)

FAIS Affected

FAIS Affected - Yes

Job Purpose

We are seeking highly motivated and results-drivenWealth/Investmentprofessionals with a strong passion for new business acquisition in the High-Net-Worth client market- individuals who bring Nedbank’s Connected Wealth vision to life. This role is pivotal in driving impactful growth, fostering collaboration, and shaping the future of integrated wealth management at Nedbank Private Wealth.

The successful candidate will thrive on identifying opportunities, building a portfolio of affluent clients, and consistently exceeding growth targets

Position is based in Sandton, Johannesburg

Job Responsibilities

Formulate innovative solutions for our high net-worth clients on their wealth journey whilst being aware of market trends and variables that may impact their investment plans.
Achieve predetermined sales targets across the business by identifying opportunities in the client base to advise clients on NPWs approved investment, risk and banking solutions.
Acquire new business for the portfolio in line with the Customer Value Proposition segment specifications and acquisition targets to increase market share.
Maximise bank profitability and ensure value add to customers through cross‑selling specifically focusing on wealth leads and lending opportunities. This includes the complete spectrum of Transactional Banking accounts, Investment accounts,Foreign exchange requirements, Non‑Resident, Exchange control and Offshore banking requirements.
Maintain expert knowledge of all Nedbank Wealth's approved products, application procedures, processing, and timelines, whilst using this knowledge to drive relevant sales targets.
Inform and educate clients on products and services to ensure retention of existing clients, increasing sales revenue, and expanding the organisation's client base.
Collaborate successfully across all relevant areas to achieve shared goals.
Ensure compliance with relevant statutory, legislative, policy, and governance requirements.
Stay up to date with relevant legislative amendments and industry best practices, as well as the Company's internal compliance procedures.
Ensuring that the quality of advice remains high and consistent and in line with NPW's investment philosophy and approved products.
Contributing to sustaining a competitive edge through external networking, benchmarking, and representation on related forums.
Developing networks and build alliances to grow and strengthen internal support bases.
Provide support and coaching the wealth managers, paraplanners and other staff as required.
Lead team effectively and efficiently across the HR value chain including recruitment, performance management, retention of critical staff, succession planning, coaching and talent management.