Wealth Adviser - Private Banking

About the role

Nedbank Private Wealth, a multi-award-winning private bank and wealth manager headquartered in the Isle of Man, is looking for a Wealth Adviser to join its Front Office Team. This is a highly experienced advisory role managing, maintaining and growing a personal portfolio of High Net Worth (HNW) clients, with full accountability for the portfolio, revenue delivery and asset growth. It is an individual contributor role, not a people manager.

Key responsibilities

• Act as relationship manager for a portfolio of private clients, owning every aspect of the client relationship
• Deliver compliant financial, investment and lending advice in line with policies, procedures and regulatory requirements
• Provide high-quality service across banking, investments, fiduciary and credit solutions, including cross-selling
• Support complex client needs by collaborating with specialists and senior colleagues
• Where required, provide direct line management of Wealth Advisers and/or Wealth Executives, supporting performance, development and engagement
• Grow a profitable personal book of business aligned to the £1m+ client segment, through business development, referrals and professional networks
• Achieve individual financial and business development targets and promote the firm externally
• Keep advice suitable, well-documented and aligned with regulatory and governance standards, and keep up with CPD and training requirements

Required profile

• Significant experience in wealth management or private banking
• Proven ability to advise HNW clients (£1m+) and manage complex client relationships
• Track record of building and growing a personal client portfolio in a regulated environment
• Understanding of regulatory expectations, conduct risk and advice suitability
• RDR-compliant investment qualification, minimum Level 4, with the aim of reaching Level 6 (essential)
• CeMAP or equivalent regulated lending qualification, or willingness to obtain it (desirable)