Private Banker

We have an opportunity for an experienced Private Banker to join our Jersey Team on a permanent basis.

​Who We Are

​Nedbank Private Wealth is a multi-award-winning private bank and wealth manager headquartered in the Isle of Man, with branches in London, Jersey and a representative office in the UAE. The company provides a full international wealth management offering through its wealth planning, investment management, and banking services, to both business and private clients worldwide.

​All our people are expected to consistently demonstrate our 6Cs, Collaboration, Curiosity, Courage, Client Impact, Can Do Attitude and Completeness.

​Job Purpose 

​The role holder is responsible for managing, maintaining and growing a portfolio of private clients and entities. Leading with advice to create long term, commercially rewarding relationships investing in the Discretionary Managed Portfolio Strategies, self-invested custody, lending solutions and supporting banking needs

​Responsibilities & Duties

• Act as relationship manager for a portfolio of clients, taking responsibility for all aspects of a client relationship with the bank. Provide a high level of service regarding banking, investments, wealth planning and credit including cross sell of services offered by the bank and the wider group.
• Act as the main point of contact for the client with NPWI and be responsible for sourcing and collating their needs from within or outside of the group and managing these needs.
• Demonstrate proactive development of existing and potential private client relationships with a view to enhancing the value of existing relationships and securing business from new relationships.
• Proactively promote NPW including networking and attending relevant industry events.

​Skills and Experience

• ​A proven track record of providing financial advice to high-net-worth clients in a regulated environment.
• Demonstrable success in building and maintaining trusted client relationships and achieving client growth and retention targets.
• Strong knowledge of investment products, lending solutions, wealth planning principles, and financial markets.
• Experience of managing a portfolio of clients with a holistic understanding of both onshore and international wealth structuring considerations is desirable.
• Clear understanding of regulatory frameworks and experience working to high standards of governance and compliance.
• Strong commercial acumen, with the ability to identify opportunities that align client needs with business goals.
• Comfortable working with complex client scenarios, multiple stakeholders, and delivering tailored, client-centric solutions. Technologically adept, with experience using CRM systems, financial planning tools, and Microsoft Office applications.
• Able to work independently and proactively manage workload while also contributing to a collaborative team environment.

Qualifications

• ​Relevant RDR compliant Investment qualification minimum level 6.

​To Apply

We encourage you to apply well in advance of the deadline and if you are successful, we will meet with you as soon as possible.

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Our Commitment to Diversity

​Nedbank Private Wealth is an inclusive employer where everyone can thrive. We are proud of the value we place on individuality, and we want you to bring your full self to work and maximise your potential. Please let us know if you require any adjustments to support you.

​Direct Applications Only

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