Client Liaison Specialist: Investments (International)
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Job Location:
Durban - South Africa
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Job Classification
RequisitionMelissa Cloete
Business Unit - Nedbank Wealth Management International- High Net Worth
Location - Nedbank Park Square Campus KwaZulu Natal
Closing Date - 8 September 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:
- Perform portfolio reviews preparerecords of advice/review.
- Financial projections using financial planning software
- Understanding of investment and financial planning strategies for high-net-worth Juristic and individualclients
- 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.
- 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.
- Fulfill clients needs through documenting needs analysis (support for wealth manager) and by providing suitable financial product solutions.
- 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.
- 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 quality sales leads.
Job Responsibilities Continue
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
Bachelor of Commerce/Finance/Investments/Economics
Minimum Experience Level
- 3 years International Investments 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:
Intern
Key Skills
- Presentation Skills
- Time Management
- Clinical Research
- Communication skills
- GCP
- Infusion Experience
- Managed Care
- Hospice Care
- Conflict Management
- Clinical Trials
- Research Experience
- Home Care
About Company
Stay connected to your wealth and us via our secure Nedbank Private Wealth site. You can transact and check your latest balances.
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