Wealth Manager - International (139113)
Wealth Manager - International (139113)
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Salary Not Disclosed
1 Vacancy
Job Description
Job Classification
Requisition 139113 Melissa Cloete
Business Unit Nedbank Wealth Management SA High Net Worth (International)
Location Nedbank Rivonia Campus 135 Rivonia Road Sandton
Closing Date 14 May 2025
Employment Equity Statement Preference will be given to applicants from Underrepresented Groups
Job Family
Career Stream
Leadership Pipeline
FAIS Affected
Job Purpose
Source new international investment business to grow assets under management both from own direct clients and to assist the broader Region in meeting their International Growth Targets.
Job Responsibilities
- Utilising own networks and contacts to generate international investment.
- Target other business units within Nedbank to source investment and lending leads and promote crosssell.
- Provide specialist support for Wealth Managers within Sandton offices to assist in landing new business facilitating effective management of existing clients and improving client retention.
- Presenting at forums of potential clients and lead providers for business development.
- Regular interaction with Investment Management Team (Nedgroup Investments) in providing inputs for the construction of international model portfolios which meet the needs of clients.
- Participation in Regional Deal Forums to ensure that client Financial Proposals are aligned with the business house view meet the requirements of best advice and ensure quality control.
- Training of Wealth Managers in international investment offering including ongoing updates.
- Implementation and rebalancing of International segregated portfolios in line with model portfolios utilising investment management software.
Job Responsibilities Continue
- Remaining up to date with changes to local and international tax legislation and regulatory requirements thereby ensuring advice on client structuring is effective and relevant.
- Run with ad hoc projects aimed at improving efficiencies and revenue e.g. remandating clients to clean priced funds in line with RDR weaning out below minimum accounts etc
- Input into Regional Business Strategy with regard to achievement of international targets.
- Regular interaction with international teams in other Regional SA offices to share ideas and drive initiatives throughout the business.
- Liaising with Nedbank Private Wealths International team (Isle of Man UK Jersey) to promote operational efficiencies for SA clients investing internationally.
People Specification
A well networked individual with experience in international investments either from within an SA Wealth Management business or internationally.
Proven trackrecord in generating new business in a client facing capacity.
Essential Qualifications NQF Level
- Matric / Grade 12 / National Senior Certificate
- National Certificates and Occupational Awards
Preferred Qualification
Commercial degree/diploma e.g. Actuarial Science/Business Science
FAIS Regulatory Exam RE5
Preferred Certifications
Certified Financial Planner (CFP)
Minimum Experience Level
2 years experience as a Wealth Manager
Technical / Professional Knowledge
- Business terms and definitions
- Business writing
- Communication Strategies
- Data analysis
- Governance Risk and Controls
- Industry trends
- Microsoft Office
- Principles of financial management
- Relevant regulatory knowledge
- Decisionmaking process
- Nedbank policies and procedures
- Business Acumen
- Relevant software and systems knowledge
- Banking knowledge
- Banking procedures
- Research methodology
Behavioural Competencies
- Continuous Learning
- HighImpact Communication
- Managing Work
- Sales Disposition
- Sustaining Customer Satisfaction
- Technical/Professional Knowledge and Skills
Please contact the Nedbank Recruiting Team at
Required Experience:
Manager
Employment Type
Advisor
