Job Description

Job ClassificationJob FamilyInvestment BankingCareer StreamAdvisoryLeadership PipelineManage Others (MO)FAIS AffectedJob PurposeTo 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 market
• trends 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.

Job Responsibilities ContinuePeople SpecificationEssential Qualifications - NQF Level

• Professional Qualifications/Honour's Degree

Preferred QualificationB.Com Accounting, B.Com Honours, CFPEssential Certifications

• FPI (Financial Planning Institute) membership
• FSB Regulatory Examinations (RE 1) or ACI Dealing certificate and FAIS requirements

Preferred CertificationsMinimum Experience Level7 - 10 years
Management of private client investment portfolios, estate and tax planning, international investmentsTechnical / 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

Please contact the Nedbank Recruiting Team at +27 860 555 566If you can't find the job you're looking for, activate job alerts to be one of the first to know when new positions open up.

Nedbank