Relationship Manager: Private Clients

Welkom, Free State, South Africa

Job Description


Requisition & Talent Acquisition Consultant Details

REQ 130891 - Twanette Coetser
Closing Date - 05 January 2024

Job Family

Total Business Banking and Retail - Relationship Management
Welkom, Free State

Career Stream

Relationship Management

Leadership Pipeline

Manage Self: Professional

FAIS Affected

FAIS Affected - Yes

Relationship Manager: Private Clients

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 client's 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 standards,policies 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.
Minimum Experience Level
  • 4-5 years' Relationship management experience in the financial sector a must
  • 2-3 yearsxe2x80x99 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
Requirements
  • NQF Level 5 or Higher in a Financial or Business-related field essential
  • Matric / Grade 12 / National Senior Certificate
  • Post-Grad Degree in Financial/Business Management is an advantage
  • Valid driver's license and 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


Please contact the Nedbank Recruiting Team at +27 860 555 566

Nedbank

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Job Detail

  • Job Id
    JD1284989
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Welkom, Free State, South Africa
  • Education
    Not mentioned