Wealth Manager (KZN)

Nedbank Private Wealth; Durban; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A leading financial institution in Durban is seeking an Advisor to manage high net-worth clients' wealth needs through ongoing advisory processes focusing on client-centric strategies and revenue generation. Responsibilities include formulating innovative solutions, achieving sales targets, and ensuring compliance with regulatory standards. The ideal candidate must hold a relevant degree and have 3-5 years in Financial Planning or Wealth Management. This position offers an opportunity to meaningfully impact clients’ wealth trajectories in a dynamic environment.

Qualifications

• 3-5 years related experience in Financial Planning / Wealth Management acquisitions / sales.
• RE5 certification is essential.
• FAIS representative, preferably a Key Individual.

Responsibilities

• Formulate innovative solutions for high net-worth clients.
• Achieve sales targets by identifying opportunities.
• Educate clients on products and services.

Skills

Business Development

Wealth Management

Sales Experience

Financial Planning

Investment Experience

Client retention

Education

Degree in Commerce / Finance / Business Science

Post Graduate Diploma in Financial Planning

Professional Qualifications / Honours Degree

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 KZN

Closing Date - 19 November 2025

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

Job Family

Investment Banking

Career Stream

Advisory

Leadership Pipeline

Manage Others (MO)

FAIS Affected

FAIS Affected - Yes

Job Purpose

To manage clients wealth needs through an ongoing advisory process to achieve Nedbanks strategic goals of client centricity and revenue generation; as per the business strategy.

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 onNPWs approved investment risk and banking solutions
• Acquire new business for the portfolio in line with the Customer Value Proposition segment specifications and acquisitiontargets 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 accountsForeign exchange requirements Non-Resident Exchange control and Offshore banking requirements.
• Maintain expert knowledge of all Nedbank Wealths approved products application procedures processing andtimelines 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 andexpanding the organisations 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 Companys internalcompliance procedures
• Ensuring that the quality of advice remains high and consistent and in line with NPWs investment philosophy andapproved products
• Contributing to sustaining a competitive edge through external networking benchmarking and representation on relatedforums
• 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.

Essential Qualifications - NQF Level

• Professional Qualifications / Honours Degree

Preferred Qualification

• Degree in Commerce / Finance / Business Science etc
• Post Graduate Diploma in Financial Planning (essential)
• Certified Financial Planner (CFP) or studying towards CFP
• Regulatory FAIS Exams - RE5 (essential)

Essential Certifications

• FAIS representative and preferably a Key Individual

Minimum Experience Level

• 3-5 years related experience in Financial Planning / Wealth Management acquisitions / sales is essential
• RE5 certification is essential

Technical / Professional Knowledge

• Microsoft Office
• Client understanding (Wealth management)
• Cross and Up - selling
• Client retention

Behavioural Competencies

• Building Customer Relationships
• High-Impact Communication
• Driving for Results
• Aligning and Executing Sales Strategy
• Creating a Service Reputation
• Guiding Sales Opportunities

Please contact the Nedbank Recruiting Team at

Required Experience :

Key Skills

• Business Development
• Estate Law
• Sales Experience
• Trusts
• Wealth Management
• Financial Services
• Organizational skills
• Investment Experience
• Banking
• Securities Law
• Financial Planning
• Wills

Employment Type: Advisor

Experience: years

Vacancy: 1