Wealth Investment Assistant - Pietermartizburg

Areyouadetail-drivenfinancialplanningprofessionalwhothrivesonturningcomplexclientneedsintoclear,actionableadvice?

Nedbank Private Wealth specializes in wealth management using a bespoke approach for high-net-worth individuals and are currently seeking a dedicated Paraplanner to join our Cape Town and Durban offices.

This is a position that will support Wealth Managers directly in servicing existing and potential clients.

Job Responsibilities:

• Performportfolioreviews,preparerecordsofadvice/review
• Preparefinancialprojectionswhererequired.
• Understandingofinvestmentandfinancialplanningstrategiesforhigh-net-worth,Juristicandindividualclients.
• Anunderstandingofthedifferentfinancialsolutionsavailableinthemarketplace,includingthespecialismsininvestment,insurance,pensionandtax
• Understandingofinvestmentandfinancialplanningstrategiesforhigh-net-worth clients
• Abilitytoidentify,meetandfollowthroughwithclientneedsandrequirements
• Professional,ethicalanddiscreet,actingalwaysinthebestinterestsofclients
• Effectivetimeandcaseloadmanagementwithaflexibleapproachtobusinesshours
• Organized,withastrongattentiontodetail,abletoperformmultipletasksefficiently
• Strongfinancialandanalyticalskills
• Strongverbalandwrittencommunicationskills
• Superiorknowledgeof Microsoft Excel ,Wordand Power Point

Theideal Candidateswilldesiretobeinalargewealthmanagementenvironment,haveatruepassionforfinancialplanningastheircareercalling,andarecommittedtoafulfillingwork/life balance.

Youmusthavetheabilitytoutilizecriticalthinkingskills,workwithinateam,andanticipateclientquestionsaswellasbusinessneeds.

Qualifiedcandidateswillbedetailoriented,structuredandhaveahighdegreeoffollowthrough.

Workingasaparaplannerrequiresgoodteamwork,hardwork,enthusiasmandexcellentcommunicationskills.

This is an opportunity to combine your analytical thinking, financial planning expertise and client-focused mindset in an environment where quality advice, precision and professionalism matter.

• Matric / Grade 12 / National Senior Certificate

• Bachelor of Commerce/Finance/lnvestments/Economics
• 3 years' Private Banking/ Investment House and Para-Planning experience
• RE5 certification is highly advantageous

• Cluster Specific Operational Knowledge
• Relevant regulatory knowledge
• Industry trends
• Business terms and definitions
• Communication Strategies
• Relevant software and systems knowledge
• Decision-making process
• Banking knowledge
• Governance, Risk and Controls
• Banking procedures
• Building Customer Loyalty
• Work Standards
• Communication
• Managing Work

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Nedbank Ltd Reg No 1951/000009/06.
Authorised financial services and registered credit provider (NCRCP
16).