Job Description
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...
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