Wealth Manager (HNW) – Growth & Client Advisory Lead

nedbank; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial service provider in Cape Town is seeking a dynamic Wealth Manager to enhance integrated wealth management. This role involves advising high net-worth clients, achieving sales targets, and maximizing profitability through strategic cross-selling. Candidates should have at least 5 years of relevant experience and possess a professional degree, with certifications such as CFP preferred. Join our team to shape the future of wealth management in a collaborative environment.

Qualifications

• 5 years related experience in Financial Planning/Wealth Management acquisitions/sales is essential.
• FAIS representative and preferably a Key Individual.
• Regulatory FAIS Exams - RE5 (essential).

Responsibilities

• Formulate innovative solutions for high net-worth clients.
• Achieve predetermined sales targets and acquire new business.
• Maximise bank profitability through cross-selling strategies.

Skills

Microsoft Office

Building Customer Relationships

High-Impact Communication

Cross and Up-selling

Driving for Results

Aligning and Executing Sales Strategy

Creating a Service Reputation

Education

Professional Qualifications/Honour’s Degree

Degree in Commerce/Finance/Business Science

Post Graduate Diploma in Financial Planning

Certified Financial Planner (CFP)

Job description

A leading financial service provider in Cape Town is seeking a dynamic Wealth Manager to enhance integrated wealth management. This role involves advising high net-worth clients, achieving sales targets, and maximizing profitability through strategic cross-selling. Candidates should have at least 5 years of relevant experience and possess a professional degree, with certifications such as CFP preferred. Join our team to shape the future of wealth management in a collaborative environment.