Overview
Wealth Acquisition Banker Jobs in KwaZulu-Natal, South Africa at Nedbank Private Wealth
Title: Wealth Acquisition Banker
Company: Nedbank Private Wealth
Location: KwaZulu-Natal, South Africa
Are you passionate about building lasting client relationships and driving growth in the high-net-worth segment?
Nedbank Private Wealth is seeking a dynamic and results-driven Wealth Acquisition Banker to join our KwaZulu Natal team. In this role, you will be responsible for acquiring and nurturing new client relationships, delivering bespoke banking solutions to the high value client segment (i.e. SBS; Professional/ Financially affluent); by providing great client experiences and understanding client business and household banking needs.
Key Areas of Responsibility:
- To acquire and deliver banking solutions to the high value client segment (i.e. SBS; Professional/ Financially affluent); by providing great client experiences and understanding client business and household banking needs. Deliver on all targeted products and services as measured through the relevant client management systems and the contribution statement.
- Improve client service through delivering relevant products and services according to client needs.
- Maintain and build a portfolio of high value, and complex clients.
- Unearth client sales / solution opportunities and execute on these opportunities.
- Undertake thorough needs analysis across all clients 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.
- Deliver banking solutions that meet client needs.
- Understand client’s business, personal and household needs.
- Build sound and sustainable client relationships and instil trust among clients that Nedbank is best placed to manage the complexity of their business / personal and household requirements.
- Proactively engage clients in a manner that is relevant to their specific circumstances.
- Collaborate with specialists in client engagements to cross sell and create value based solutions.
Essential Requirements:
- Degree in Commerce/Economics/Finance/Investments or similar
- 5 years in a High-Net-Worth banking environment with proven Acquisition banker experience
- FAIS RE5 (essential)
- Class of Business – Short- and Long-term investments
Employment Equity Statement:- Preference will be given to Applicants from Underrepresented Groups