Wealth Manager (KZN)Nedbank • Durban, ZA

Wealth Manager (KZN)

Nedbank • Durban, ZA

12 days ago

Job description

Job title : Wealth Manager (KZN)

Job Location : KwaZulu-Natal, Durban

Deadline : December 14, 2025

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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 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

3-5 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

Accounting / Financial Services jobs

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Wealth Manager • Durban, ZA

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