- 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.
- Matric / Grade 12 / National Senior Certificate
- 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
- Communication
- Energy
- Building Trusting Relationships
- Managing Work
- Sales Disposition
- Sustaining Customer Satisfaction
-
Private Banker
6 days ago
Absa Bank Limited Vereeniging, South AfricaEmpowering Africa's tomorrow, together one story at a time. · - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to re ...
-
Private Banker
1 week ago
Nedbank Pretoria, South Africa**Job Classification** · - Job Family- Sales And Services · - Career Stream- Relationship Management · - Leadership Pipeline- Manage Self: Professional · - FAIS Affected- FAIS Affected - Yes**Job Purpose** · - To deliver banking solutions to clients by understanding their busines ...
-
Private Wealth Banker
4 days ago
Absa Bank Limited Pretoria, South AfricaBring your possibility to life Define your career with us · - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to rese ...
-
Pw Private Banker Uhnw Bs C
1 week ago
FirstRand Pretoria, South AfricaAbout us, purpose, experience and qualifications · **about us**: · - make a promise · - be deeply invested · - value our differences · - build trust, not territory · - have courage · - always do the right thing · **purpose**: · - To proactively acquire new clients and develop, ma ...
-
Private Wealth Banker
1 week ago
Absa Bank Limited Sandton, South AfricaEmpowering Africa's tomorrow, together one story at a time. · - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to re ...
-
Private Banker Private Clients C
6 days ago
FirstRand Sandton, South AfricaAbout us, purpose, experience and qualifications · **about us**: · - make a promise · - be deeply invested · - value our differences · - build trust, not territory · - have courage · - always do the right thing · **purpose**: · - To develop and maintain relationships with clients ...
-
Sales Support Consultant
2 days ago
Absa Bank Limited Pretoria, South AfricaBring your possibility to life Define your career with us · - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to rese ...
-
Sales Support Consultant
6 days ago
Absa Bank Limited Pretoria, South AfricaBring your possibility to life Define your career with us · - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to rese ...
-
Sales Support Consultant
6 days ago
Absa Bank Limited Pretoria, South AfricaBring your possibility to life Define your career with us · - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to rese ...
-
Junior Financial Advisor
1 week ago
Rory Mackie & Associates Pretoria, South Africa**Overview**: · The role of the Junior Financial Advisor is to provide support to the Senior Financial Advisor that will allow them to focus on advising the clients. A successful Junior Financial Advisor may then move up to advising clients, dependent on performance, experience, ...
-
Banking Analyst
1 week ago
Nedbank Pretoria, South Africa**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: Ope ...
-
Private Banking Analyst Private Wealth
2 days ago
FirstRand Pretoria, South AfricaJob Description · To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients an ...
-
Commercial Banking Area Client Manager
1 week ago
Nedbank Pretoria, South Africa**Requisition Details & Talent Acquisition Contact** · - REQ Twanette Coetser- Closing Date - 21 February 2024**Cluster & Location** · - Total Business Banking and Retail - RBC - Tshwane East NCB- Menlyn, Pretoria- Career Stream- Sales- Leadership Pipeline- Manage Managers- FAIS ...
-
Banker
1 week ago
European Investment Bank Pretoria, South AfricaThe _**_European Invest_**_me_**_nt Bank_**_ (EIB) is the European Union's bank. It works in support of EU develop_me_nt and economic co-operation policies by financing invest_me_nt in both public and private sectors. _**_EIB Global_**_ is seeking to recruit for its _**_Global Pa ...
-
Private Banking Analyst Private Wealth D
1 week ago
FirstRand Sandton, South AfricaAbout us, purpose, experience and qualifications · **about us**: · - make a promise · - be deeply invested · - value our differences · - build trust, not territory · - have courage · - always do the right thing · **purpose**: · - To assist in proactively managing a portfolio of F ...
-
Relationship Banker
1 hour ago
Discovery Ltd. Sandton, South Africa**Business Unit**:Discovery Bank**Function**:Client Service**Date**:23 Mar 2024**About Discovery** · Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core ...
-
Business Development
1 week ago
Absa Bank Limited Sandton, South AfricaBring your possibility to life Define your career with us · - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to rese ...
-
Transaction Manager
1 week ago
Absa Bank Limited Sandton, South AfricaBring your possibility to life Define your career with us · - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to rese ...
-
Manager: Transactional
2 days ago
Absa Bank Limited Sandton, South AfricaBring your possibility to life Define your career with us · - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to rese ...
-
Financial Advisor
6 days ago
Rory Mackie & Associates Pretoria, South Africa Full timeOverview: · Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Pri ...
Private Banker - Pretoria, South Africa - Nedbank
Description
Job Classification
Job Family
Sales And ServicesCareer Stream
Relationship ManagementLeadership Pipeline
Manage Self: ProfessionalFAIS Affected
FAIS Affected - YesJob 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
Job Responsibilities Continue
People Specification
Essential Qualifications - NQF Level
Preferred Qualification
Degree in Business or Finance (e.g. BSc Economics, B Comm, Certified Associate of the Institute of Bankers, FAIS Accreditation Regulatory Examination Level 1.
Essential Certifications
Preferred Certifications
Minimum Experience Level
2-3 years in a relationship management or banking environmentTechnical / Professional Knowledge
Behavioural Competencies
Please contact the Nedbank Recruiting Team at