RM: Private Clients (139035)
RM: Private Clients (139035)
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Salary Not Disclosed
1 Vacancy
Job Description
RM: Private Clients
Requisition Number 139035
Closing Date 07 May 2025
LocationMossel Bay
Job Family
Career Stream
Leadership Pipeline
FAIS Affected
Job Purpose
Job Responsibilities
- Deliver banking solutions that meet client needs through understanding of clients business and needs through relationship management.
- Demonstrate an understanding of risk parameters by managing client relationships according to credit principles
- Improve results by tracking and analysing financial reports against agreed measures.
- Understand clients business and needs through proactive client relationship management according to portfolio mandate.
- Build relationships with internal stakeholders through communication and networking as determined by client needs.
- Collaborate with third parties by engaging with them as guided by requirements of solutions delivered to clients.
- Complete tasks through planning and reviewing against set targets.
- Manage resources (time processes and support teams) to optimize value against client expectations.
- Comply with risk standardspolicies and procedures through training and development as required by group complianceframework
- Research and analyse information by using problem solving techniques to propose solutions for work challenges.
- Support the achievement of the business strategy objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems process services and solutions are aligned.
- Identify training courses and career progression for self through input and feedback from management.
- Ensure all personal development plan activities are completed within specified timeframe.
- Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
- Obtain buyin for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders businesses by highlighting benefits in support of the implementation of recommendations.
- Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
- Participate and support corporate responsibility initiatives for the achievement of business strategy (e.g.. Green Strategy).
- Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.
Essential Qualifications NQF Level
- Matric / Grade 12 / National Senior Certificate
Preferred Qualification
NQF Level 5 or Higher in a Banking Services
Minimum Experience Level
- Must have alteast3 6 years Retail / Banking Client Services Cash and Banking systems experience.
- 2nd Line Problem Resolution experience.
- Previous FOREX experience would be an advantage.
Technical / Professional Knowledge
- Banking knowledge
- Banking procedures
- Business Acumen
- Business principles
- Business writing
- Communication Strategies
- Data analysis
- Governance Risk and Controls
- Microsoft Office
- Nedbank policies and procedures
- Nedbank vision and strategy
- Principles of financial management
- Principles of project management
- Relevant regulatory knowledge
- Relevant software and systems knowledge
- Decisionmaking process
- Nedbank culture
- Cluster Specific Operational Knowledge
Behavioural Competencies
- Communication
- Energy
- Building Trusting Relationships
- Managing Work
- Sales Disposition
- Sustaining Customer Satisfaction
Please contact the Nedbank Recruiting Team at
Employment Type
Full Time
