Job Description

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 ResponsibilitiesFormulate innovative solutions for our high net-worth clients on their wealth journey whilst being aware of markettrends 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 onNPWs approved investment, risk and banking solutions.Acquire new business for the portfolio in line with the Customer Value Proposition segment specifications and acquisitiontargets to increase market share.Maximise bank profitability and ensure value add to customers through cross-selling specifically focusing on wealth leads and lending opportunities. This includes the complete spectrum of Transactional Banking accounts, Investment accounts,Foreign exchange requirements, Non-Resident, Exchange control and Offshore banking requirements.Maintain expert knowledge of all Nedbank Wealth's approved products, application procedures, processing, andtimelines, whilst using this knowledge to drive relevant sales targets.Inform and educate clients on products and services to ensure retention of existing clients, increasing sales revenue, andexpanding 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.