Wealth Adviser

We have an opportunity for a Wealth Adviser to join our Front Office Team based in the Isle of Man.

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 Senior Wealth Adviser is a highly experienced advisory role responsible for managing, maintaining, and growing a personal portfolio of High Net Worth (HNW) clients. The role operates within a closely regulated environment and is focused on delivering high quality, compliant wealth advice and outstanding client outcomes.

The role holder is a senior individual contributor with full accountability for their own client portfolio, revenue delivery, and asset growth. The Senior Wealth Adviser acts as a trusted, experienced professional who consistently demonstrates best practice, supports collaboration, and contributes positively to team capability and culture.

Responsibilities & Duties

• Relationship manager for a portfolio of private clients, taking full responsibility for all aspects of the client relationship.
• Deliver compliant financial, investment, and lending advice in line with NPW policies, procedures, and regulatory requirements.
• Provide a consistently high level of service across banking, investments, fiduciary, and credit solutions, including appropriate cross‑selling of NPW and wider group services.
• Build deep, trusted client relationships through professional advice, proactive engagement, and high service standards.
• Where required, support complex client needs through effective collaboration with specialists and senior colleagues.
• Provide direct line management for Wealth Advisers and/or Wealth Executives, supporting performance, development, and engagement (Senior Wealth Manager duties).
• Drive sustainable business growth through proactive business development, originating new client relationships and expanding wallet share with existing clients.
• Manage, maintain, and grow a profitable personal book of business aligned to the £1m+ client segment.
• Proactively enhance existing relationships and secure new business through referrals, professional networks, and market activity.
• Achieve individual financial and business development targets in support of regional and overall business strategy.
• Promote Nedbank Private Wealth externally through networking, industry engagement, and market presence
• Ensure advice delivered is suitable, well‑documented, and aligned to regulatory and internal governance standards,
• Maintain high standards of professionalism, ethical conduct, and risk awareness in all client interactions
• Undertake continuous professional development in line with regulatory, professional body, and NPW Training & Competency requirements.
• Work closely with specialists to deliver holistic and appropriate client solutions.
• Act as a senior adviser within the team, supporting a positive performance culture through collaboration and professional example.
• Contribute to the sharing of knowledge, best practice, and market insight across the wider wealth management function.

Skills and Experience

• Significant experience within a wealth management or private banking environment.
• Proven capability in advising HNW clients (£1m+) and managing complex client relationships.
• Strong track record of managing and growing a personal client portfolio in a regulated environment.
• Excellent understanding of regulatory expectations, conduct risk, and advice suitability.
• Strong commercial awareness combined with disciplined risk and governance focus.

Qualifications

• RDR compliant investment qualification – Minimum Level 6 (Essential for Senior Wealth Adviser).
• RDR compliant investment qualification - Minimum Level 4 with the desire to achieve Level 6 in a timely manner (Essential for Wealth Adviser).
• CeMAP or equivalent regulated lending qualification (or willingness to obtain if required for role scope -Desirable).
• Maintains all required CPD, professional membership, and regulatory standing relevant to role and jurisdiction.

Regulatory Responsibilities

• The role holder is responsible for maintaining a clear understanding of their regulatory obligations and for ensuring their actions, decisions, and advice consistently meet regulatory, governance, and conduct standards.
• The regulatory obligations associated with this role are formally documented in a separate Regulatory Statement of Responsibilities and are managed in accordance with relevant regulatory requirements.

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