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Pretoria

    Private Banker - Pretoria, South Africa - Nedbank

    Nedbank background
    Description

    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 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 Continue

    People Specification

    Essential Qualifications - NQF Level

    • Matric / Grade 12 / National Senior Certificate

    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 environment

    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


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