Jobs at Nedbank Private Wealth South Africa

We specialize in wealth management using a bespoke approach for high net worth individuals. 

You as the Private Wealth banker will:

• Deliver banking solutions that meet client needs through understanding of client's business and needs through relationship management.
• Conduct Client Financial Analysis.
• Demonstrate an understanding of risk parameters by managing client relationships according to credit principles
• Improve results by tracking and analysing financial reports against agreed measures. 
• Understand clients business and needs through proactive client relationship management according to portfolio mandate.
• Build relationships with internal stakeholders through communication and networking as determined by client needs.
• Collaborate with third parties by engaging with them as guided by requirements of solutions delivered to clients.
• Complete tasks through planning and reviewing against set targets.
• Manage resources (time, processes and support teams) to optimize value against client expectations.
• Comply with risk standards,policies and procedures through training and development as required by group complianceframework
• Support the achievement of the business strategy, objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems, process, services and solutions are aligned.
• Ensure all personal development plan activities are completed within specified timeframe.
• Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
• Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations. 
• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
• Participate and support corporate responsibility initiatives for the achievement of business strategy (e.g.. Green Strategy).
• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.

Key Requirements:

• Degree in Business or Finance (e.g. BSc Economics, B Comm)
• Certificate in Financial Planning(CFP) (advantageous)
• FAIS Accreditation Regulatory Examination Level 1 
• 2-3 years as a Private Wealth Banker within banking/financial services environment.
• Candidates that fit into our company and culture will currently be working within a large wealth management environment.

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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 Stellenbosch office.

Essential Qualifications

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

Key Job Requirements

• A minimum of 3 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