Wealth Investment Assistant Pietermartizburg
Job Location:
Durban - South Africa
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
Areyouadetail-drivenfinancialplanningprofessionalwhothrivesonturningcomplexclientneedsintoclearactionableadvice
Nedbank Private Wealth specializes in wealth management using a bespoke approach for high-net-worth individuals and are currently seeking a dedicated Paraplanner to join our Cape Town and Durban offices.
This is a position that will support Wealth Managers directly in servicing existing and potential clients.
JobResponsibilities:
- Performportfolioreviewspreparerecordsofadvice/review
- Preparefinancialprojectionswhererequired.
- Understandingofinvestmentandfinancialplanningstrategiesforhigh-net-worthJuristicandindividualclients.
- Anunderstandingofthedifferentfinancialsolutionsavailableinthemarketplaceincludingthespecialismsininvestmentinsurancepensionandtax
- Understandingofinvestmentandfinancialplanningstrategiesforhigh-net-worthclients
- Abilitytoidentifymeetandfollowthroughwithclientneedsandrequirements
- Professionalethicalanddiscreetactingalwaysinthebestinterestsofclients
- Effectivetimeandcaseloadmanagementwithaflexibleapproachtobusinesshours
- Organizedwithastrongattentiontodetailabletoperformmultipletasksefficiently
- Strongfinancialandanalyticalskills
- Strongverbalandwrittencommunicationskills
- SuperiorknowledgeofMicrosoftExcelWordandPowerPoint
TheidealCandidateswilldesiretobeinalargewealthmanagementenvironmenthaveatruepassionforfinancialplanningastheircareercallingandarecommittedtoafulfillingwork/lifebalance.
Youmusthavetheabilitytoutilizecriticalthinkingskillsworkwithinateamandanticipateclientquestionsaswellasbusinessneeds.
.
This is an opportunity to combine your analytical thinking financial planning expertise and client-focused mindset in an environment where quality advice precision and professionalism matter.
- Matric / Grade 12 / National Senior Certificate
- BachelorofCommerce/Finance/lnvestments/Economics
- PostGraduatediplomainFinancialPlanning
- 3 years Private Banking/ Investment House and Para-Planning experience
- RE5 certification is highly advantageous
- Cluster Specific Operational Knowledge
- Relevant regulatory knowledge
- Industry trends
- Business terms and definitions
- Communication Strategies
- Relevant software and systems knowledge
- Decision-making process
- Banking knowledge
- Governance Risk and Controls
- Banking procedures
- Advancing Sales Discussions
- Building Customer Loyalty
- Work Standards
- Collaborating
- Communication
- Managing Work
Please contact the Nedbank Recruiting Team at
Required Experience:
Junior IC
About Company
Stay connected to your wealth and us via our secure Nedbank Private Wealth site. You can transact and check your latest balances.
