Wealth Manager Pretoria

Nedbank Private Wealth; Pretoria; On-site; ZAR 500 000 - 650 000; Full time

Job summary

A leading financial services firm seeks an experienced Advisor to manage clients' wealth needs effectively. This role involves formulating innovative solutions, maximizing profitability through cross-selling, and ensuring high-quality client service. Candidates must have at least 5 years of relevant experience and strong qualifications in financial planning. The position is based in Pretoria and offers opportunities for professional growth.

Qualifications

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

Responsibilities

• Manage client's wealth needs through advisory processes.
• Formulate innovative solutions for high net-worth clients.
• Maximise bank profitability through cross-selling.
• Ensure compliance with relevant statutory legislative requirements.
• Lead team effectively across the HR value chain.

Skills

Business Development

Wealth Management

Financial Planning

Sales Experience

Cross and Up-selling

Education

Honours Degree

Post Graduate Diploma in Financial Planning

Certified Financial Planner (CFP)

Tools

Microsoft Office

Job description

Job Classification

Requisition Melissa Cloete

Business Unit - Nedbank Private and Wealth : High Net Worth

Location - Nedbank - Menlyn Office Pretoria

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

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 markettrends 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 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 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

• 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 ResultsAligning and Executing Sales Strategy
• Creating a Service Reputation
• Guiding Sales Opportunities

Please contact the Nedbank Recruiting Team at

Required Experience :

Manager

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