Overview
Head: Financial Wellness & Advisory Jobs in Johannesburg at Nedbank
Job Classification
146485 – Busi Radebe
Job Post End Date: 20 July 2026
Job Family
Sales and Service
Career Stream
Client Service
Leadership Pipeline
Manage Others (MO)
Job Purpose
To lead the development and execution of a bank-wide financial wellness and advisory strategy that improves client and employee financial outcomes, strengthens the bank’s positioning as a trusted advisor, and drives sustainable commercial growth through integrated education, advisory and behavioural interventions.
Job Responsibilities
Strategy & Leadership
- Define and lead a unified financial wellness and advisory strategy aligned to corporate, brand, and commercial objectives
- Position financial wellness as a core strategic enabler of client engagement, differentiation, and growth
- Provide thought leadership on financial capability, behaviour change, and advisory models
Ecosystem Design & Integration
- Build and oversee a fully integrated financial wellness ecosystem, connecting:
- Financial education programmeso
- Advisory services and coaching
- Digital tools and platforms
- Marketing and client engagement channels
- Eliminate fragmentation and drive consistency across all channels and touchpoints
Client & Employee Financial Outcomes
- Drive initiatives that improve:
- Financial literacy
- Money management behaviours (budgeting, saving, debt management)
- Long-term financial resilience and wellbeing
- Ensure solutions are practical, accessible, and tailored to different segments
Commercialisation & Value Creation
- Translate financial wellness into tangible brand outcomes, such as enhanced brand trust and preference
- Identify and scale revenue-linked advisory opportunities
Governance, Risk & Compliance
- Ensure all financial wellness and advisory activities meet:
- Regulatory requirements (e.g., FSCA standards)
- Internal governance and risk frameworks
- Maintain accuracy, fairness, and ethical standards across all advisory content
Measurement & Performance Management
- Define and implement a robust measurement framework focused on:
- Behavioural change
- Financial health outcomes
- Brand impact
Stakeholder & Cross-Functional Leadership
- Lead collaboration across:
- Personal & Private Banking (PPB), Business & Commercial Banking (BCB)
- Influence senior stakeholders and ensure enterprise-wide alignment
Team Leadership & Capability Development
- Build and lead a high-performing advisory and financial wellness team
- Develop critical capabilities in:
- Financial advisory and coaching
- Client engagement
- Digital and data-driven insights
- Foster a culture of client-centricity, innovation and impact
Key Competencies
Essential Qualifications – NQF Level
- Professional Qualifications/Honour’s Degree
Technical / Professional Knowledge
- Analytical and systems thinking ability to enable the application of client insights, market
- Analytical Skills
- Business principles
- Organisational Development methodology and Practise
- Financial principles
- Facilitation techniques
Behavioural Competencies
- Monitoring Information
- Decision Making
- Compelling Communication
- Valuing Differences
- Planning and Organising
- Earning Trust
- Collaborating
- Influencing
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Please contact the Nedbank Recruiting Team at +27 860 555 566
Title: Head: Financial Wellness & Advisory
Company: Nedbank
Location: Johannesburg
