Wealth Manager (KZN)

Business Unit - Nedbank Private and Wealth - High Net Worth

Closing Date - 19 November 2025

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

Job Family

Investment Banking

Manage Others (MO)

FAIS Affected

FAIS Affected - Yes

Job Purpose

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 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 onNPWs approved investment, risk and banking solutions
• Acquire new business for the portfolio in line with the Customer Value Proposition segment specifications and acquisitiontargets 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, andtimelines, 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, andexpanding 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 internalcompliance procedures
• Ensuring that the quality of advice remains high and consistent and in line with NPW's investment philosophy andapproved products
• Contributing to sustaining a competitive edge through external networking, benchmarking, and representation on relatedforums
• 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

Preferred Qualification

Essential Certifications

Minimum Experience Level

Technical / Professional Knowledge

Please contact the Nedbank Recruiting Team at

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Nedbank Ltd Reg No 1951 / / 06.

Authorised financial services and registered credit provider (NCRCP16).

For assistance please contact the Nedbank Recruiting Team at

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