RM: Private Clients
RM: Private Clients
Posted on :
21-06-2025
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1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
21-06-2025
Job Description
Job Classification
Requisition Number-140581
Closing Date -26 June 2025
Location-Bellville
Job Family
Sales And Services
Career Stream
Relationship Management
Leadership Pipeline
Manage Self: Professional
FAIS Affected
FAIS Affected - Yes
Job Purpose
To deliver banking solutions to clients by understanding their business and needs through relationship management to achieve Nedbanks strategy to be the most admired bank.
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 buy-in 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 6or Higher in a Financial or Business-related field essential
- Post-Grad Degree in Financial/Business Management is an advantage
Minimum Experience Level
- 4-5 years Relationship management experience in the financial sector a must
- 2-3 years experience in Business Acquisition essential
- Experience in a Sales and Deal Origination related to a Corporate Client Portfolio within a Banking / Financial Services environment would be advantageous
- Valid drivers licenseand own reliable transport is essential
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
- Decision-making 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
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