Banking Analyst - Pretoria, South Africa - Nedbank

Nedbank

Verified Company

Pretoria, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

Requisition Details & Talent Acquisition Contact

REQ: Talent Acquisition Consultant:

Lerato Sithole- Location: Pretoria- Cluster: Nedbank Wealth-
Closing Date: 20 March 2024- Job Family

Sales

and Services

Career Stream
Sales

Leadership Pipeline

Manage Self: Operational
FAIS Affected
Job Purpose
To provide sales support services to private bankers and high net worth clients.

Responsibilities:

Build relationships with private bankers.
Be aware of all sales written to target at any point in time.
Identify leads, cross sell and up sell opportunities.
Keep track of deals in the pipeline. Follow up on inflows and outflows.
Ensure that information pertaining to private bankers are accurate on all systems.
Build relationships with clients and gain an in depth understanding of their private banking needs.
Ensure that accurate client data is maintained on all systems.
Support the completion of quality client reviews timeously.
Comply with all regulatory operational procedures.
Manage risk by following the authentication process.
Support the client experience by adhering to the onboarding, maintenance and offboarding client processes.
Meet internal service level agreements.
Manage risk by protecting client confidentiality through compliance with Protection of Personal Information Act.
Comply with standards, policies and procedures prior to submitting to the operational teams for vetting.
Recommend improvements to processes and standard operating procedures.
Ensure that own contribution and participation contributes to the achievement of team goals.
Create and manage own career through guidance and support of management, department and colleagues.
Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers.
Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced, and certifications obtained and/or maintained within specified time frames.
Understand and embrace the Nedbank Vision and Values by demonstrating the values through interaction with team and stakeholders.
Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (for example: staff surveys).
Participate and support corporate social responsibility initiatives for the achievement of business strategy.
Minimum Experience Level 13 years' experience in a client relationship role in financial industry.