Wealth Manager | Wealth Banker | Paraplanner

Nedbank Private Wealth South Africa; KwaZulu-Natal; Presencial; ZAR 700 000 - 900 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Career growth opportunities

Continuous development

Resumo da oferta

Nedbank Private Wealth South Africa is seeking Wealth Managers, Wealth Bankers and Paraplanners to serve affluent clients in Pietermaritzburg. Join a high-performing wealth team where relationships matter, and your advice is valued.

You will build trusted relationships, understand complex financial needs, and provide tailored wealth solutions while collaborating with investment, fiduciary, lending and specialist teams to deliver holistic outcomes.

Qualificações

• Proven experience acquiring and managing affluent or high-net-worth client relationships.
• Strong knowledge of investment and wealth management principles.
• Financial planning and advisory experience may be advantageous.

Responsabilidades

• Build trusted, long-term relationships with affluent or high-net-worth clients.
• Collaborate with investment, fiduciary, lending and specialist teams to deliver holistic financial solutions.
• Grow and retain a profitable portfolio through exceptional service and proactive advice.
• Identify opportunities to deepen client relationships across banking, investments, planning and wealth preservation.

Conhecimentos

Relationship Management

Wealth Planning

Investment Knowledge

Regulatory Knowledge

Formação académica

Postgraduate Diploma in Financial Planning

Degree

Descrição da oferta de emprego

Pietermaritzburg's next generation of Wealth Managers, Wealth Bankers and Paraplanners is here. Are you ready to help clients build legacies, not just portfolios?

Are you passionate about helping clients build, protect and transfer wealth?

We're currently recruiting for an exceptional Wealth Manager, Wealth Banker and Paraplanner who are ready to make a meaningful impact in the lives of affluent and high-net-worth clients across the Pietermaritzburg region.

This is an opportunity to join a high-performing wealth team where relationships matter, advice is valued, and your ability to deliver exceptional client outcomes will be rewarded.

We're Looking for Professionals Who Can:

Build trusted, long-term relationships with affluent and high-net-worth clients

Understand complex financial needs and provide tailored wealth solutions

Grow and retain a profitable portfolio through exceptional service and proactive advice

Collaborate with investment, fiduciary, lending and specialist teams to deliver holistic financial

solutions

Identify opportunities to deepen client relationships across banking, investments, financial

planning and wealth preservation

Depending on the role, you will have experience in:

Wealth Management

• Relationship Management
• Credit and Lending Solutions
• Investment and Wealth Structuring

Paraplanning

• Financial needs analysis
• Advice preparation and suitability reports
• Wealth planning administration
• Investment research and recommendations
• Client review and planning support

What Will Make You Stand Out?

• Proven experience acquiring and managing affluent or high-net-worth client relationships
• Strong knowledge of investment and wealth management principles
• Financial planning and advisory experience
• Relevant regulatory and industry qualifications (Degree, FAIS fit & Proper - RE5, Post Graduate Diploma in Financial Planning)
• Strong sales acumen and relationship-building skills

What We Offer

• An opportunity to work with a respected Wealth Management business
• Access to a diverse client portfolio
• A collaborative and client-centric culture
• Continuous development and career growth opportunities
• Exposure to sophisticated wealth, banking and investment solutions

Whether you are actively exploring new opportunities or is open to a confidential career discussion, we would love to hear from you.

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