Nedbank Private Wealth
Associate Wealth Adviser
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
We have an exciting opportunity for an Associate Wealth Adviser to join our London 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 Associate Wealth Adviser is responsible for delivering compliant wealth advice and high-quality service to private clients.
Operating within a closely regulated environment, the role holder manages a defined portfolio of clients, delivering advice and solutions across investments, banking, wealth planning, and lending, in line with Nedbank Private Wealth policies, procedures, and regulatory requirements.
Responsibilities & Duties
- Relationship manager for a portfolio of private clients, taking responsibility for day-to-day client servicing and advice delivery.
- Deliver compliant financial, investment, and lending advice appropriate to the client segment, in line with NPW policies and regulatory standards.
- Provide a consistently high level of service across banking, investments, entry-level wealth planning, and lending solutions.
- Prepare and issue suitability reports, recommendations, and client communications to support advice delivery and ongoing servicing.
- Manage, maintain, and develop a defined portfolio of clients, supporting retention, asset consolidation, and growth within agreed parameters.
- Identify evolving client needs and refer more complex or higher-value requirements to senior advisers where appropriate.
- Support the smooth transition of clients to other adviser segments as their financial needs become more complex.
- Maintain a high level of awareness of conduct risk and client outcomes in all interactions.
- Maintain professional qualifications ensuring you are qualified to provide financial advice and undertake ongoing CPD in line with regulatory, professional body, and NPW Training & Competency requirements.
- Demonstrate commitment to continuous improvement of technical knowledge and advisory capability, including progression towards RDR Level 6 within an agreed framework – If applicable.
- Keep up to date with industry developments, regulatory change, and product knowledge relevant to the role.
- Work collaboratively with Wealth Advisers, Senior Wealth Advisers, administrators, and specialist teams to ensure efficient client service delivery.
- Contribute positively to team culture through professionalism, reliability, and strong client focus.
- Undertake such additional tasks as may reasonably be required to support business and client outcomes.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Skills and Experience
- Experience working within a regulated financial services or wealth management environment, delivering advice and client outcomes in line with regulatory, governance, and conduct standards.
- Demonstrated capability in managing client relationships and providing financial advice appropriate to the aligned client tier.
- Proven ability to manage client relationships and deliver advice in line with regulatory standards.
- Ability to manage a defined client portfolio with discipline, accuracy, and attention to detail, ensuring service commitments and regulatory timelines are met.
- Strong interpersonal skills, with the ability to build rapport, credibility, and trust with clients through clear, professional communication.
- Commercially aware, with the understanding of how to identify appropriate opportunities that align client needs with NPW solutions and business objectives.
- Comfortable working both independently and collaboratively within an adviser-led team model, contributing positively to overall client outcomes and culture.
- Working knowledge of investment products, wealth planning, lending, and financial markets.
- Strong understanding of regulatory requirements, governance, and conduct expectations.
- Good organisational skills, accuracy, and attention to detail.
- Comfortable using CRM systems, financial planning tools, and Microsoft Office applications.
- Able to manage workload independently while working effectively as part of a wider team.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Qualifications
- Relevant RDR Level 4 Investment qualification - Essential.
- CeMAP or equivalent regulated lending qualification – Desirable
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.
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
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location