Wealth Banker - International

Job Classification

Requisition - 139072 - Melissa Cloete

Business Unit - Nedbank Wealth Management SA: High Net Worth

Location - Nedbank Clocktower Campus, V&A Waterfront, Cape Town

Closing Date - 6 May 2025

Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups

Job Family

Sales And Services

Career Stream

Relationship Management

Leadership Pipeline

Manage Self: Professional

FAIS Affected

Job Purpose

To deliver banking solutions to clients by understanding their business and needs through relationship management to achieve Nedbanks strategy to be the most admired bank.

Job Responsibilities

• Deliver banking solutions that meet client needs through understanding of client's business and needs through relationship management.
• Demonstrate an understanding of risk parameters by managing client relationships according to credit principles
• Improve results by tracking and analysing financial reports against agreed measures.  
• Understand clients business and needs through proactive client relationship management according to portfolio mandate.
• Build relationships with internal stakeholders through communication and networking as determined by client needs.
• Collaborate with third parties by engaging with them as guided by requirements of solutions delivered to clients.
• Complete tasks through planning and reviewing against set targets.
• Manage resources (time, processes and support teams) to optimize value against client expectations.
• Comply with risk standards,policies and procedures through training and development as required by group complianceframework
• Research and analyse information by using problem solving techniques to propose solutions for work challenges.
• Support the achievement of the  business strategy, objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems, process, 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 specified timeframe.
• Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
• Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations.  
• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
• Participate and support corporate responsibility initiatives for the achievement of business strategy (e.g.. Green Strategy).
• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.

Job Responsibilities Continue

The successful candidate will:

• Source new Investment business 
• Facilitate opening of new International Accounts
• Drafting mandates
• Assisting with Digital banking enquiries

 

 

People Specification

The successful candidate will:

• Source new Investment business 
• Facilitate opening of new International Accounts
• Draft mandates
• Assist with Digital banking and enquiries

Essential Qualifications - NQF Level

Essential Qualification

Finance Related NQF 5 qualification is essential

RE 5 certification is essential

Minimum Experience Level

2-3 years' experience as a Wealth Banker within a High Net Worth environment.

Experience in or exposure to International banking is highly beneficial.

Technical / Professional Knowledge

Behavioural Competencies