Job Description

Job Classification

Requisition

- 141063 - Melissa Cloete

Business Unit

- Nedbank Private and Wealth: High Net Worth

Location

- George, Southern Cape

Closing Date

- 13 August 2025

Job Family

Investment Banking

Career Stream

Advisory

Leadership Pipeline

Manage Others (MO)

FAIS Affected
FAIS Affected - Yes

Job Purpose

Please note that this role is based in George, Southern Cape

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 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. 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 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. Ensuring that the quality of advice remains high and consistent and in line with NPW's investment philosophy and approved products. Contributing to sustaining a competitive edge through external networking, benchmarking, and representation on related forums. 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/Honour's Degree Preferred Qualification
B.Com Accounting, B.Com Honours Certified Financial Planner - highly advantageous Post Graduate Diploma in Financial Planning Essential Certifications
FPI (Financial Planning Institute) membership FSB Regulatory Examinations (RE 1) or ACI Dealing certificate and FAIS requirements Preferred Certifications
FAIS RE5 certification Minimum Experience Level
7 - 10 years Management of private client investment portfolios, estate and tax planning, international investments Strong Acquisitions experience within a Wealth Management/High Net Worth environment

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 +27 860 555 566