Client Liaison Specialist: Investments
Client Liaison Specialist: Investments
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Salary Not Disclosed
1 Vacancy
Job Description
Job Classification
RequisitionMelissa Cloete
Business Unit - Nedbank Wealth Management International- High Net Worth
Location - Nedbank Rivonia Campus 135 Rivonia Road Sandton
Closing Date - 4 August 2025
Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups
Job Family
Sales and Service
Career Stream
Sales
Leadership Pipeline
Manage Self: Technical (MST)
FAIS Affected
Job Purpose
To provide client support to Wealth Managers in order to meet business goals and exceed client expectations.
Job Responsibilities
Client Engagement:
- Respond to client needs by offering the right service and solution.
- Nurture strong long-standing client relationships.
- Educate clients and potential clients on how to subscribe and service their account.
- Educate clients on the convenience security and functionality of self-service solutions.
- Provide knowledgeable client service that fosters mutual trust and confidence.
- Discover clients needs through connecting understanding and delivering financial solutions with care.
- Provide financial strategies and advice using a holistic approach to help clients achieve their goals and grow financially.
- Own the client request end to end and route for alternative intervention if not equipped to service the client.
- Identify cross-selling opportunities through client engagement and quality conversations.
- Facilitate the sales process by informing clients of the product features and benefits.
- Fulfill clients needs through documenting needs analysis and by providing suitable financial product solutions.
- Obtain referrals from existing clients as well as leads from other business units.
- Build maintain and retain client relationships by keeping clients informed of progress or action taken regarding their applications queries and requests.
- Educate clients on the use of alternative cost effective time saving and convenient self-service channels.
- Provide complete solution to clients by networking and collaborating with internal stakeholders.
- Provide input into client financial analysis make recommendations to credit and monitor the return of security documentation.
- Identify and recommend opportunities to enhance processes systems and policies.
Nedbank Goals:
- Contribute to the success of Nedbank through meeting your service excellence teamwork and personal development goals whilst adhering to Nedbank security operational and compliance procedures and policies.
- Act in the clients interest inform the client do what you say and promise take accountability and go the extra mile.
- Develop retain and grow the business by delivering against individual and team goals that support a positive client experience.
- Achieve business objectives and identify and execute on quality sales leads.
- Increase market share of primary clients by entrenching clients through Core needs discussions salary and debit order switching as well as enrolling clients on the various digital platforms.
Risk and Compliance:
- Mitigate risks and meet legislative requirements (e.g. FICA FAIS and Letter of Authority) by being accredited and updating and maintaining client information.
- Report suspicious transactions to the relevant department.
- Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters communications and training material.
Essential Qualifications - NQF Level
- Advanced Diplomas/National 1st Degrees
Preferred Qualification
Bachelors Degree in Commerce/Finance/Investments/Economics or Equivalent
Minimum Experience Level
- 3 years Private Banking/ Investment House Client Service and Para-Planning experience
- CRM D-365 & Active Ops system experience is highly advantageous
- Customer relationship management experience
Technical / Professional Knowledge
- Product sales skills
- Sales Strategies
- Product Knowledge
- Customer service principles
- Nedbank policies and procedures
- Customer relationship management
Behavioural Competencies
- Building Customer Loyalty
- Building Trusting Relationships
- Sales Persuasion
- Technology Savvy
- Planning and Organizing
- Adaptability
- Applied Learning
Please contact the Nedbank Recruiting Team at
Required Experience:
Unclear Seniority
Employment Type
Full Time
