Wealth Manager

In brief

Overview Nedbank Private Wealth is seeking a highly motivated and results-driven Wealth Manager based in Sandton, Johannesburg. This role is pivotal in driving impactful growth and shaping the future of integrated wealth management by focusing on new business acquisition within the High-Net-Worth client market and bringing Nedbank’s Connected Wealth vision to life. The successful candidate will be instrumental in identifying opportunities, building a portfolio of affluent clients, and consistently exceeding growth targets. What you will do * Formulate innovative solutions for 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, including transactional banking, investment accounts, foreign exchange, 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 compliance procedures. * Ensure that the quality of advice remains high and consistent and in line with NPW's investment philosophy and approved products. * Contribute to sustaining a competitive edge through external networking, benchmarking, and representation on related forums. * Develop networks and build alliances to grow and strengthen internal support bases. * Provide support and coaching to wealth managers, paraplanners, and other staff as required. * Lead the team effectively and efficiently across the HR value chain including recruitment, performance management, retention of critical staff, succession planning, coaching, and talent management. Requirements (from the original advert) **Essential Qualifications - NQF Level:** * Professional Qualifications/Honour’s Degree **Preferred Qualification:** * Degree in Commerce/Finance/ Business Science etc * Post Graduate Diploma in Financial Planning * Certified Financial Planner CFP or studying towards CFP advantageous * Regulatory FAIS Exams - RE5 essential * Cat 1 & 2 highly advantageous **Essential Certifications:** * FPI Financial Planning Institute membership * FSB Regulatory Examinations RE 1 or ACI Dealing certificate and FAIS requirements **Preferred Certifications:** * Not specified **Minimum Experience Level:** * Minimum of 5 years Management of Affluent/High-Net-Worth client investment portfolios, estate and tax planning, international investments **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 Who should apply This role is for highly motivated and results-driven Wealth/Investment professionals with a strong passion for new business acquisition in the High-Net-Worth client market. The ideal candidate will thrive on identifying opportunities, building a portfolio of affluent clients, and consistently exceeding growth targets, while demonstrating strong capabilities in building customer relationships, high-impact communication, driving for results, aligning and executing sales strategy, creating a service reputation, and guiding sales opportunities. Deadline Not specified Reference Original posting: https://www.myjobmag.co.za/job/wealth-manager-nedbank-11 Source: myjobmag

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• Microsoft Office

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