Wealth Manager Pretoria
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Job Location:
Pretoria - South Africa
Monthly Salary:
Not Disclosed
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
Job Classification
RequisitionMelissa Cloete
Business Unit - Nedbank Private and Wealth: High Net Worth
Location - Nedbank - Menlyn Office Pretoria
Closing Date - 19 November 2025
Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups
Job Family
Investment Banking
Career Stream
Advisory
Leadership Pipeline
Manage Others (MO)
FAIS Affected
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 markettrends 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 accountsForeign exchange requirements Non-Resident Exchange control and Offshore banking requirements.
- Maintain expert knowledge of all Nedbank Wealths 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 organisations 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 Companys internalcompliance procedures
- Ensuring that the quality of advice remains high and consistent and in line with NPWs 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
- Professional Qualifications/Honours 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
- 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
Please contact the Nedbank Recruiting Team at
Required Experience:
Manager
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
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