Relationship Manager: Private Clients - CapeTown, South Africa - Nedbank

Description

Relationship Manager: Private Clients (Dedicated)

Requisition Number-133484

Closing Date-01 May 2024

Location-PlatteKloof

Job Family

Career Stream

Leadership Pipeline

FAIS Affected

Job Purpose

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.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate
  

Preferred Qualification

• Must have completed a Degree Business or Finance (e.g. BSc Economics, B Comm, Certified Associate of the Institute of Bankers)
• Must have FAIS Accreditation Regulatory Examination Level 1

Minimum Experience Level

• Must have 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