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  • Posted: Apr 6, 2020
    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...
    Read more about this company

     

    International Wealth Manager

    Job Purpose

    • Source new international investment business to grow assets under management, both from own direct clients and to assist the broader Region in meeting their International Growth Targets.

     

     Profile

    • A well networked individual with extensive experience in international investments, either from within an SA Wealth Management business or internationally.
    • Proven track-record in generating new business in a client facing capacity.

     

    Job Responsibilities

    • Utilising own networks and contacts to generate international investment and lending business;
    • Target other business units within Nedbank to source investment and lending leads andpromote cross-sell;
    • Provide specialist support for Wealth Managers within National offices to assist in landing new business, facilitating effective management of existing clients and improving client retention;
    •  Presenting at forums of potential clients and lead providers for business development;  
    • Regular interaction with Investment Management Team (Nedgroup Investments) in providing inputs for the construction of international model portfolios which meet the needs of clients;
    • Participation in Regional Deal Forums to ensure that client Financial Proposals are aligned with the business ‘house view’, meet the requirements of best advice and ensure quality control;
    • Training of Wealth Managers in international investment offering, including ongoing updates;
    • Implementation and rebalancing of International segregated portfolios in line with model portfolios utilising investment management software;
    • Liaise with Nedgroup Trust Business in Guernsey and Jersey with regard to the management of international Trust client portfolios;
    • Input into Regional Business Strategy with regard to achievement of international targets;
    • Regular interaction with International teams in other Regional SA offices to share ideas and drive initiatives throughout the business;
    • Liaising with Nedbank Private Wealth’s International team (Isle of Man, UK, Jersey) to promote operational efficiencies for SA clients investing internationally;
    • Remaining up to date with changes to local and international tax legislation and regulatory requirements, thereby ensuring advice on client structuring is effective and relevant;
    • Run with ad hoc projects aimed at improving efficiencies and revenue, e.g. re-mandating clients to clean priced funds in line with RDR, weaning out below minimum accounts, etc

     

    Preferred Qualification

    • Relevant undergraduate degree (B.Comm/ B.Sci/ LLB)
    • Postgraduate CFP or International equivalent.

     

    Please note this role is Cape Town Based

    Method of Application

    Interested and qualified? Go to Nedbank Private Wealth South Africa on www.linkedin.com to apply

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