Website Nedbank
Nedbank Group Limited is a bank holding company that operates as one of the four largest banking groups in South Africa. The company's shares have been listed on the JSE Limited since 1969. The group offers a wide range of wholesale and retail banking services through four main business clusters, na… read moremely Nedbank Corporate and Investment Banking, Nedbank Retail and Business Banking and Nedbank Wealth. Nedbank Group focuses on southern Africa, with the group positioned to be a bank for all – both from a retail and wholesale banking perspective. The principal services offered by the group comprise business, corporate and retail banking, property finance, investment banking, private banking, foreign exchange and securities trading. Nedbank Group also generates income from private equity, credit card issuing and processing services, custodial services, unit trust administration, asset management services and bancassurance. Nedbank Sandton (Nelson Mandela Square) Cnr Rivonia Rd & 5th St, Shop Bc35, Sandton City Shopping Centre
Job Purpose
We’re seeking a dynamic Wealth Manager to join our Pretoria Team — individuals who bring Nedbank’s Connected Wealth vision to life. This role is pivotal in driving impactful growth, fostering collaboration, and shaping the future of integrated wealth management at Nedbank Private Wealth
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 on NPWs approved investment, risk and banking solutions
Acquire new business for the portfolio in line with the Customer Value Proposition segment specifications and acquisition targets 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 accounts,Foreign exchange requirements, Non-Resident, Exchange control and Offshore banking requirements.
Maintain expert knowledge of all Nedbank Wealth’s 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 organisation’s 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 Company’s internal compliance procedures
Ensuring that the quality of advice remains high and consistent and in line with NPW’s investment philosophy and approved products
Contributing to sustaining a competitive edge through external networking, benchmarking, and representation on related forums
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/Honour’s 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 Results
Aligning and Executing Sales Strategy
Creating a Service Reputation
Guiding Sales Opportunities
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Apply via company website ( http://www.nedbank.co.za ) or