Client Services Consultant - Cape Town, South Africa - Nedbank

Nedbank
Nedbank
Verified Company
Cape Town, South Africa

1 week ago

Thabo Mthembu

Posted by:

Thabo Mthembu

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Description

Job Classification

  • Job Family
  • Sales and Service
  • Career Stream
  • Sales
  • Leadership Pipeline
  • Manage Self: Technical (MST)
    Job Purpose
-
Nedgroup Investments is an award-winning global investment business with a growing presence in Europe. Nedgroup Investments offers a wide range of investment solutions for retail and institutional investors. Nedgroup Investments is a division of Nedbank Group Ltd, leveraging the investment and financial expertise of one of South Africa's largest financial services groups. The Nedgroup Investments Best of Breed philosophy sees us partner with select fund managers who we believe are able to provide consistent long-term outperformance for our clients. These fund managers are experts in their field of specialisation and we tend to partner with them for long periods of time giving them sufficient opportunity to deliver on their mandate objectives. We obsess about long-term performance and our top priority is to deliver a superior investment experience for our clients.

  • We are looking for a dynamic and wellspoken Client Service Consultant to join the team in Cape Town. The core purpose of this role is to build engagement, trust and longlasting relationships with investors and financial planners through the delivery of exceptional service experiences.

Responsibilities:


  • Client Engagement:
  • Respond to client needs by offering the right service and solution.
  • Educate clients and potential clients on how to subscribe and service their account.
  • Treat clients with respect, build trust, show care and humility in all client interactions.
  • Help clients achieve their goals and grow financially.
  • Own the client request end to end and route for alternative intervention if not equipped to service the client.
  • Entrench clients and deliver value through cross selling.
  • Facilitate the sales process by informing clients of the product features and benefits.
  • Document client needs analysis and provide corresponding product solutions.
  • Obtain referrals from existing clients as well as leads from other business units.
  • Educate clients on the use of, secure, alternative, cost effective, time saving and convenient selfservice channels.
  • Collaborate with internal stakeholders to provide complete financial solutions for clients.
  • Ensure great client experiences by making the client feel welcome, listened to, and owning and solving their financial problems.
  • Ensure clients are onboarded in line with Nedbank's product strategy, policy, and procedure.
  • Act with a client first mindset in all client engagements.
  • Nedbank Goals:
  • Contribute to the success of Nedbank through meeting your service excellence, teamwork and personal development goals whilst adhering to Nedbank security, operational and compliance procedures, and policies.
  • Develop, retain, and grow the business by delivering against individual and team goals that support a positive client experience.
  • Increase market share of primary clients by entrenching clients through Core+ needs discussions, salary and debit order switching as well as enrolling clients on the various digital platforms.
  • Identify and resolve work obstacles and problems through participating in team meetings, sharing information and reviewing performance against targets and standards.
  • Ensure all sales activities are completed to plan, progress reviewed, and corrective action taken.
  • Support the achievement of the sales and service strategy objectives and values.
  • Enable Nedbank's strategy of being financial experts who do good.
  • Covert leads into sustainable business for Nedbank in a responsible manner.
  • Risk and Compliance:
  • Mitigate risks and meet legislative requirements (e.g. FICA, FAIS and Letter of Authority) by being accredited and updating and maintaining client information.
  • Report suspicious transactions to the relevant department.
  • Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters, communications, and training material.
  • Manage risk by meeting technical, company standards, practices, and resource management (e.g. ultraviolet lights to identify false identity documents).
  • Be a responsible employee by being compliant to Nedbank policies, controls, regulations, and banking legislation.

Job Responsibilities Continue

People Specification

  • Essential Qualifications
  • NQF Level
  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas/National 1st Degrees


  • Preferred Qualification

  • Banking Services (example, Higher Certificate in Banking Services
  • NQF5)
  • Essential Certifications
  • Preferred Certifications
  • Minimum Experience Level 23 years working experience as a Client Services Consultant within the Asset Management industry.
  • Experience with Investments/Pension Funds/Retirement Fund in an Asset Management Business
  • A sound technical understanding of Collective Investment Schemes and Retirement product
**Technical / Professional
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