Business Unit - Nedbank Private and Wealth: High Net Worth

Preference will be given to Applicants from Underrepresented Groups

Job Family

Investment Banking

Manage Others (MO)

FAIS Affected

FAIS Affected - Yes

Job Purpose

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 NPWs approved investment, risk and banking solutions.
• Acquire new business for the portfolio in line with the Customer Value Proposition segment specificati...