Wealth Manager - Pretoria

Job ClassificationRequisition - 142968 - Melissa CloeteBusiness Unit - Nedbank Private and Wealth: High Net WorthLocation - Nedbank - Menlyn Office, Pretoria Closing Date - 19 November 2025Employment Equity Statement - Preference will be given to Applicants from Underrepresented GroupsJob FamilyInvestment BankingCareer StreamAdvisoryLeadership PipelineManage Others (MO)FAIS AffectedFAIS Affected - YesJob PurposeTo 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 ResponsibilitiesFormulate innovative solutions for our high net-worth clients on their wealth journey whilst being aware of markettrends and variables that may impact their investment plansAchieve predetermined sales targets across the business by identifying opportunities in the client base to advise clients on NPWs approved investment, risk and banking solutionsAcquire new business for the portfolio in line with the Customer Value Proposition segment specifications and acquisition targets to increase market shareMaximise 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 accounts,Foreign exchange requirements, 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 targetsInform and educate clients on products and services to ensure retention of existing clients, increasing sales revenue, and expanding the organisation's client baseCollaborate successfully across all relevant areas to achieve shared goalsEnsure compliance with relevant statutory, legislative, policy, and governance requirementsStay up to date with relevant legislative amendments and industry best practices, as well as the Company's internal compliance proceduresEnsuring that the quality of advice remains high and consistent and in line with NPW's investment philosophy and approved productsContributing to sustaining a competitive edge through external networking, benchmarking, and representation on related forumsDeveloping networks and build alliances to grow and strengthen internal support basesProvide support and coaching the wealth managers, paraplanners and other staff as requiredLead 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 LevelProfessional Qualifications/Honour’s Degree Preferred QualificationDegree in Commerce/Finance/ Business Science etcPost Graduate Diploma in Financial Planning (essential)Certified Financial Planner (CFP) or studying towards CFPRegulatory FAIS Exams - RE5 (essential)Essential CertificationsFAIS representative and preferably a Key Individual Minimum Experience Level5 years related experience in Financial Planning/Wealth Management acquisitions/sales is essentialRE5 certification is essentialTechnical / Professional KnowledgeMicrosoft Office Client understanding (Wealth management) Cross and Up - selling Client retention Behavioural CompetenciesBuilding 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 +27 860 555 566