Wealth Banker (KZN)
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Job Location:
Durban - 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 Park Square Campus Umhlanga Durban - requires you to be based in the Region
Closing Date - 18 November 2025
Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups
Job Family
Sales and Services
Career Stream
Relationship Management
Leadership Pipeline
Manage Self Professional
FAIS Affected
Job Purpose
Are you passionate about building lasting client relationships and driving growth in the high-net-worth segment Nedbank Private Wealth is seeking a dynamic and results-driven Wealth Banker to join our this role you will be responsible for acquiring and nurturing new client relationships delivering bespoke banking solutions to the high value client segment (i.e. SBS; Professional/ Financially affluent); by providing great client experiences and understanding client business and household banking needs.
Job Responsibilities
- To acquire and deliver banking solutions to the high value client segment (i.e. SBS; Professional/ Financially affluent); by providing great client experiences and understanding client business and household banking needs.
- Deliver on all targeted products and services as measured through the relevant client management systems and the contribution statement.
- Improve client service through delivering relevant products and services according to client needs.
- Maintain and build a portfolio of high value and complex clients.
- Unearth client sales / solution opportunities and execute on these opportunities.
- Undertake thorough needs analysis across all clients spheres of financial influence and ensure clients are entrenched into Nedbank.
- Respond within agreed timelines to tasks and responsibilities deployed onto the relevant systems.
- Build and maintain effective professional relationships with high value profile clients through contact management.
- Deliver banking solutions that meet client needs.
- Understand clients business personal and household needs.
- Build sound and sustainable client relationships and instil trust among clients that Nedbank is best placed to manage the complexity of their business / personal and household requirements.
- Proactively engage clients in a manner that is relevant to their specific circumstances.
- Collaborate with specialists in client engagements to cross sell and create value based solutions.
- Ensure work is completed to agreed principles process and procedures; progress reviewed and corrective action taken where necessary.
- Comply with risk standards policies and procedures through training and development as required by group compliance framework.
- Facilitate clients compliance correctness in line with Nedbank internal and regulatory standards.
- Identify and resolve any work related obstacles and problems and escalate to senior management.
- Contribute to the improvement of policies procedures standards and processes by applying own experience and insights where applicable.
- Understand the banks risk and credit policy and manage client expectations accordingly.
- Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders businesses by highlighting benefits in support of the implementation of recommendations.
- Comply with internal standard procedures to facilitate the execution of client requirements.
- Support the achievement of the business strategy objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems process services and solutions are aligned.
- Identify training courses and career progression for self through input and feedback from management.
- Ensure all personal development plan activities are completed within specified timeframe.
- Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
- Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc.).
- Participate and support corporate responsibility initiatives for the achievement of business strategy.
- Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.
Essential Qualifications - NQF Level
- Matric / Grade 12 / National Senior Certificate
- Advanced Diplomas/National 1st Degrees
Preferred Qualification
Degree in Business / Finance / Marketing
Minimum Experience Level
- 10 years experience as a Banker within a Private Clients/High Net Worth banking environment (2 of which as a relationship banker).
- FAIS RE5 certification is essential
Technical / Professional Knowledge
- Microsoft Office
- Interpersonal Skills/ Client Relationship
- Business writing
- Business terms and definitions
- Relevant regulatory knowledge
- Data analysis
- Business Acumen
- Decision-making process
- Principles of financial management
- Governance Risk and Controls
Behavioural Competencies
- Building Networks
- Building Trusting Relationships
- Business Acumen
- Driving for Results
- Global Perspective
- Portfolio Management
- Sustaining Customer Satisfaction
- Targeting Sales Opportunities
Please contact the Nedbank Recruiting Team at
Key Skills
- Sales Experience
- Presentation Skills
- Financial Services
- Customer Service
- Financial Acumen
- Fraud
- Math
- Military Experience
- Banking
- Upselling
- Cash Handling
- RMF
About Company
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