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Job Classification

Join Nedbank Private Wealth as a Wealth Investment Assistant in Pietermaritzburg, where you will support Wealth Managers in servicing high-net-worth individuals using bespoke financial planning strategies. This role is essential for a professional eager to thrive in a dynamic wealth management environment.

Job Responsibilities:

Conduct portfolio reviews and prepare financial projections.
Deliver investment and financial planning advice for high-net-worth and individual clients.
Identify and meet client needs, maintaining professionalism and ethical standards.
Manage time and caseloads efficiently, demonstrating strong financial analytical skills and superior software knowledge.

Candidate Profile:

Ideal candidates will have a passion for financial planning, a commitment to a balanced work-life relationship, and the ability to work collaboratively within a team. A detailed-oriented and analytical mindset is crucial.

Qualifications & Experience:

Matric / Grade 12 / National Senior Certificate.
Bachelor's degree in Commerce, Finance, Investments, or Economics.
Post Graduate Diploma in Financial Planning.
3 years of experience in Private Banking, Investment House, or Para-Planning.
RE5 certification is an advantage.

For further inquiries, please contact the Nedbank Recruiting Team at +27 860 555 566.

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Wealth Investment Assistant - Pietermartizburg

Application summary

Before you apply