High Net Worth Banker at Nedbank Private Wealth, Cape Town

As a High Net Worth Banker at Nedbank Private Wealth, you will be based at the Nedbank Clocktower Campus at the V&A Waterfront in Cape Town, with a hybrid arrangement of 3 days in office. You will join a team focused on the financially affluent segment and play a key role in acquiring and delivering banking solutions that meet complex client needs.

What you can expect to do:

• Acquire and deliver banking solutions to high net worth clients by providing great client experiences and understanding their business and household banking needs.
• Maintain and build a portfolio of high value, complex clients, and unearth sales and solution opportunities.
• Conduct thorough needs analysis across all client spheres of financial influence and ensure clients are entrenched into Nedbank.
• Collaborate with specialists during client engagements to cross sell and create value based solutions.
• Build sound and sustainable client relationships and instil trust among clients that Nedbank is best placed to manage the complexity of their requirements.
• Comply with risk standards, policies and procedures, and facilitate client compliance correctness in line with Nedbank internal and regulatory standards.

Application note: You will apply on Nedbank's official system via the link provided. For queries, you can contact the Nedbank Recruiting Team at +27 860 555 566.

• Matric or Grade 12 or National Senior Certificate (NQF Level 4).
• Advanced Diplomas or National 1st Degrees.
• A degree in Business, Finance, Marketing or Investments is preferred.
• FAIS RE5 certification is essential.
• Class of Business certification is advantageous.
• FAIS representative and preferably a Key Individual.
• Minimum 5 years experience as a Wealth Banker in a Wealth or High Net Worth banking environment.
• Technical knowledge of Microsoft Office, interpersonal skills, client relationship management, business writing, business terms and definitions, relevant regulatory knowledge, data analysis, business acumen, decision making processes, principles of financial management, and governance, risk and controls.
• Behavioural competencies including building networks, building trusting relationships, business acumen, driving for results, global perspective, portfolio management, sustaining customer satisfaction, and targeting sales opportunities.

• Acquire and deliver banking solutions to the high value client segment by providing great client experiences and understanding client business and household banking needs.
• Deliver on all targeted products and services as measured through client management systems and the contribution statement.
• Improve client service by delivering relevant products and services according to client needs.
• Maintain and build a portfolio of high value and complex clients.
• Unearth client sales and solution opportunities and execute on them.
• Undertake thorough needs analysis across all client spheres of financial influence and ensure clients are entrenched into Nedbank.
• Respond within agreed timelines to tasks and responsibilities deployed onto the relevant systems.
• Build and maintain effective professional relationships with high value profile clients through contact management.
• Understand clients business, personal and household needs and deliver banking solutions that meet those needs.
• Build sound and sustainable client relationships and instil trust among clients.
• Proactively engage clients in a manner relevant to their specific circumstances.
• Collaborate with specialists in client engagements to cross sell and create value based solutions.
• Ensure work is completed to agreed principles, processes and procedures, and take corrective action where necessary.
• Comply with risk standards, policies and procedures through training and development as required by the group compliance framework.
• Facilitate client compliance correctness in line with Nedbank internal and regulatory standards.
• Identify and resolve work related obstacles and problems, and escalate to senior management.
• Contribute to the improvement of policies, procedures, standards and processes by applying own experience and insights.
• Understand the banks risk and credit policy and manage client expectations accordingly.
• Obtain buy in for developing new or enhanced processes that will improve the functioning of stakeholders businesses.
• Comply with internal standard procedures to facilitate the execution of client requirements.
• Support the achievement of the business strategy, objectives and values by reviewing the Nedbank and Business Unit Plan and ensuring delivered systems, processes, services and solutions are aligned.
• Identify training courses and career progression for self through input and feedback from management.
• Ensure all personal development plan activities are completed within the specified timeframe.
• Share knowledge and industry trends with the team and stakeholders during formal and informal interaction.
• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives.
• Participate and support corporate responsibility initiatives for the achievement of business strategy.
• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and add value to Nedbank.