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Hybrid Private Wealth Client Liaison & Portfolio Support

Job in Durban, 4056, South Africa
Listing for: Nedbank
Full Time position
Listed on 2026-08-06
Job specializations:
  • Finance & Banking
    Wealth Management
Job Description & How to Apply Below

Nedbank Private - High Net Worth in Durban is seeking a client service professional to support Wealth Managers and help deliver exceptional service to high-net-worth clients. The role is hybrid with 3 days in the office and emphasizes portfolio reviews, financial planning, and accurate documentation.

The successful candidate will use planning software, support risk and compliance, and contribute to achieving business goals through proactive client engagement and timely responses to inquiries.

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