Client Liaison Specialist: Investments

Requisition - 138 454 - Melissa Cloete

Business Unit - Nedbank Wealth Management - High Net -Worth Operations

Location - Nedbank Rivonia Campus, Sandton, Johannesburg

Closing Date - 20 March 2025

Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups

Job Purpose
To provide client support to Wealth Managers in order to meet business goals and exceed client expectations.

Job Responsibilities

1. Perform portfolio reviews, prepare records of advice/review.
2. Financial projections using financial planning software.
3. Understanding of investment and financial planning strategies for high-net-worth, Juristic and individual clients.
4. Respond to client needs by offering the right service and solution.
5. Nurture strong, long-standing client relationships.
6. Educate clients and potential clients on how to subscribe and service their account.
7. Educate clients on the convenience, security and functionality of self-service solutions.
8. Provide knowledgeable client service that fosters mutual trust and confidence.
9. Discover client's needs through connecting, understanding and delivering financial solutions with care.
10. Provide financial strategies and advice using a holistic approach to help clients achieve their goals and grow financially.
11. Own the client request end to end and route for alternative intervention if not equipped to service the client.
12. Identify cross-selling opportunities through client engagement and quality conversations.
13. Facilitate the sales process by informing clients of the product features and benefits.
14. Fulfill clients' needs through documenting needs analysis and by providing suitable financial product solutions.
15. Obtain referrals from existing clients as well as leads from other business units.
16. Build, maintain and retain client relationships by keeping clients informed of progress or action taken regarding their applications, queries and requests.
17. Educate clients on the use of alternative, cost effective, time saving and convenient self-service channels.
18. Provide complete solution to clients by networking and collaborating with internal stakeholders.
19. Provide input into client financial analysis, make recommendations to credit and monitor the return of security documentation.
20. Identify and recommend opportunities to enhance processes, systems and policies.

Nedbank Goals:

1. 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.
2. Act in the client's interest, inform the client, do what you say and promise, take accountability, and go the extra mile.
3. Develop, retain and grow the business by delivering against individual and team goals that support a positive client experience.
4. Achieve business objectives and identify and execute on quality sales leads.
5. 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.

Risk and Compliance:

1. Mitigate risks and meet legislative requirements (e.g. FICA, FAIS and Letter of Authority) by being accredited and updating and maintaining client information.
2. Report suspicious transactions to the relevant department.
3. Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters, communications and training material.

Essential Qualifications - NQF Level

• Advanced Diplomas/National 1st Degrees

Preferred Qualification

Bachelor of Commerce/Finance/Investments/Economics

Minimum Experience Level

• 3 years' Private Banking/ Investment House Client Service and Para-Planning experience.
• CRM D-365 & Active Ops system experience is highly advantageous.

Technical / Professional Knowledge

• Product sales skills
• Sales Strategies
• Product Knowledge
• Customer service principles
• Nedbank policies and procedures
• Customer relationship management

Behavioural Competencies

• Building Customer Loyalty
• Building Trusting Relationships
• Sales Persuasion
• Technology Savvy
• Planning and Organizing
• Adaptability
• Applied Learning

Please contact the Nedbank Recruiting Team at +27 860 555 566