Private Banker

Johannesburg, Gauteng, South Africa

Job Description


Job ClassificationJob 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.
  • Identify opportunities for cross-sell and up-sell of Nedbank Private Wealth's Client Value Proposition.
  • Acquisition of new clients.
  • 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 ContinuePeople SpecificationEssential Qualifications - NQF Level
  • Matric / Grade 12 / National Senior Certificate
Preferred QualificationEssential CertificationsPreferred CertificationsMinimum Experience Level
  • 2-3 years in a relationship management or banking environment
  • FAIS Accreditation Regulatory Examination Level 1
  • Degree/Advanced Diploma/Certification in Business or Finance (e.g. BSc Economics, B Comm, Certified Associate of the Institute of Bankers)
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

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Job Detail

  • Job Id
    JD1330181
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Johannesburg, Gauteng, South Africa
  • Education
    Not mentioned