Job Purpose We’re seeking a dynamic Wealth Manager to join our Team in Cape Town, Kwa-Zulu Natal and the Southern Cape (George, Mossel Bay, Plettenberg Bay/Knysna) — individuals who bring Nedbank’s Connected Wealth vision to life. This role is pivotal in driving impactful growth, fostering collaboration, and shaping the future of integrated wealth management at Nedbank Private Wealth. You will manage clients’ wealth needs through an ongoing advisory process to achieve Nedbank’s strategic goals of client centricity and revenue generation as outlined in the business strategy. Preferential Statement Preference will be given to applicants from underrepresented groups. Responsibilities Formulate innovative solutions for high-net-worth clients on their wealth journey while being aware of market trends and variables that may impact their investment plans. Achieve predetermined sales targets by identifying opportunities in the client base to advise on NPW-approved investment, risk, and banking solutions. Acquire new business for the portfolio in line with the Customer Value Proposition segment specifications and acquisition targets to increase market share. Maximise bank profitability and ensure value add to customers through cross‑selling, specifically focusing on wealth leads and lending opportunities across Transactional Banking accounts, Investment accounts, Foreign exchange, Non‑Resident, Exchange control, and Offshore banking requirements. Maintain expert knowledge of all Nedbank Wealth-approved products, application procedures, processing, and timelines, using this knowledge to drive relevant sales targets. Inform and educate clients on products and services to retain existing clients, increase sales revenue, and expand the organisation’s client base. Collaborate successfully across all relevant areas to achieve shared goals. Ensure compliance with relevant statutory, legislative, policy, and governance requirements. Stay up to date with relevant legislative amendments and industry best practices, as well as the Company’s internal compliance procedures. Ensure that the quality of advice remains high and consistent in line with NPW’s investment philosophy and approved products. Contribute to sustaining a competitive edge through external networking, benchmarking, and representation on related forums. Develop networks and build alliances to grow and strengthen internal support bases. Provide support and coaching to wealth managers, paraplanners, and other staff as required. Lead the team effectively and efficiently across the HR value chain, including recruitment, performance management, retention of critical staff, succession planning, coaching, and talent management. Essential Qualifications Professional qualifications / Honours degree. Preferred Qualifications Degree in Commerce, Finance, Business Science, etc. Post‑Graduate Diploma in Financial Planning. Certified Financial Planner (CFP) or studying toward CFP. Regulatory FAIS Exams – RE5 (essential). Essential Certifications FAIS representative and preferably a Key Individual. Minimum Experience Level 5 years related experience in Financial Planning / Wealth Management acquisitions/sales (essential). RE5 certification (essential). DOFA essential. Technical / Professional Knowledge Microsoft Office. Client understanding (Wealth management). Cross‑selling and up‑selling. Client retention. Behavioural Competencies Building customer relationships. High‑impact communication. Driving for results. Aligning and executing sales strategy. Creating a service reputation. Guiding sales opportunities. #J-18808-Ljbffr