Job Description

Job ClassificationRequisition - 139072 - Melissa CloeteBusiness Unit - Nedbank Wealth Management SA: High Net WorthLocation - Nedbank Clocktower Campus, V&A Waterfront, Cape TownClosing Date - 6 May 2025Employment Equity Statement - Preference will be given to Applicants from Underrepresented GroupsJob FamilySales And ServicesCareer StreamRelationship ManagementLeadership PipelineManage Self: ProfessionalFAIS AffectedFAIS Affected - YesJob PurposeTo 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.

Job Responsibilities ContinueThe successful candidate will:

• Source new Investment business
• Facilitate opening of new International Accounts
• Drafting mandates
• Assisting with Digital banking enquiries

People SpecificationThe successful candidate will:

• Source new Investment business
• Facilitate opening of new International Accounts
• Draft mandates
• Assist with Digital banking and enquiries

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate

Essential QualificationFinance Related NQF 5 qualification is essentialRE 5 certification is essentialMinimum Experience Level2-3 years' experience as a Wealth Banker within a High Net Worth environment.Experience in or exposure to International banking is highly beneficial.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 +27 860 555 566If you can't find the job you're looking for, activate job alerts to be one of the first to know when new positions open up.

Nedbank