Job Purpose
Join Nedbank as a Wealth Manager in Pietermaritzburg, where you will play a critical role in the High-Net-Worth client market. Your mission will be to identify opportunities, build a portfolio of affluent clients, and consistently exceed growth targets, all while embodying Nedbank’s Connected Wealth vision.
Key Responsibilities
- Manage client wealth through ongoing advisory processes to meet strategic client-centric goals and revenue generation.
- Formulate innovative solutions for high-net-worth clients while keeping abreast of market trends and variables.
- Meet sales targets by identifying opportunities to advise clients on approved investment, risk, and banking solutions.
- Acquire new business for the portfolio to increase market share.
- Maximise bank profitability by focusing on wealth leads and lending opportunities.
- Maintain expert product knowledge and use it to drive sales targets.
- Ensure compliance with relevant statutory, legislative, policy, and governance requirements.
Preferred Qualifications
- Degree in Commerce, Finance, Business Science, or related fields.
- Post Graduate Diploma in Financial Planning.
- Certified Financial Planner (CFP) or studying towards CFP will be advantageous.
- Regulatory FAIS Exams - RE5 (essential).
Experience
- At least 5 years managing private client investment portfolios, estate and tax planning, and international investments.
Skills and Competencies
- Client understanding in wealth management.
- Proficiency in Microsoft Office.
- Strong client relationship building and communication skills.
- Ability to drive results and execute sales strategies.
How to Apply
Interested candidates can apply through the official Nedbank application portal.
