Overview

Senior Wealth Manager Jobs in George, South Africa at Nedbank

Job Classification

Requisition – 141063 – Melissa Cloete

Business Unit – Nedbank Private and Wealth:
High Net Worth

Location – George, Southern Cape

Leadership Pipeline

Job Purpose

Please note that this is a Hybrid role covering Knysna, Plettenberg Bay and/or Mossel bay with limited days in office.

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 NPW’s 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
  • 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.”
  • Professional Qualifications/Honour’s Degree
  • B.Com Accounting,

    B.Com Honours

  • Certified Financial Planner – highly advantageous
  • Post Graduate Diploma in Financial Planning
  • FPI (Financial Planning Institute) membership
  • FSB Regulatory Examinations (RE
    1) or ACI Dealing certificate and FAIS requirements

    7 – 10 years Management of private client investment portfolios, estate and tax planning, international investments

    Strong Acquisitions experience within a Wealth Management/High Net Worth environment

    Technical / Professional Knowledge

    • Client understanding (Wealth management)

      —————————————————————————————


      Please contact the Nedbank Recruiting Team at

      Title: Senior Wealth Manager

      Company: Nedbank

      Location: George, South Africa

      Category:

      Apply

      Upload your CV/resume or any other relevant file. Max. file size: 800 MB.