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  • Posted: Feb 19, 2021
    Deadline: Not specified
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    Nedbank Private Wealth is a wealth management business that aims to fulfil the global needs of our high-net-worth (HNW) and ultra-high-net (UHNW) clients through the provision of integrated advice and services that span banking, fiduciary services, investments, insurance and philanthropy. We are a wholly owned subsidiary of Nedbank and also offer our clie...
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    Wealth Manager - Knysna Company NameNedbank Private Wealth South Africa

    To manage clients wealth needs through an ongoing advisory process to achieve Nedbank's strategic goals of client centricity and revenue generation; as per the business strategy

    The successful candidate will be based at our Knysna office.

    Essential Qualifications

    • Commerce degree/diploma e.g. B.Comm/B.Sc Actuarial Science/Business Science
    • Certified Financial Planner (CFP)
    • Regulatory FAIS Exams (Representative)
    • Financial Planning Institute membership

    Key Job Requirements

    • A minimum of 2 years experience as an Acquisitions/Investments Wealth Manager
    • Strong Sales acumen and background - this is a hunting role!!
    • Proven solid track record in Business Development, deal writing and networking

    Method of Application

    Interested and qualified? Go to Nedbank Private Wealth South Africa on career2.successfactors.eu to apply

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