Rm Private Clients

Requisition Number - 137686

Closing Date - 26 March 2025

Location - Freestate - Welkom

Job Family: Sales And Services

Career Stream: Relationship Management

Leadership Pipeline: Manage Self: Professional

FAIS Affected: Yes

Job Purpose: To deliver banking solutions to clients by understanding their business and needs through relationship management to achieve Nedbank's 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.
• 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 compliance framework.
• 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, processes, 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:

• Preferably completed a Degree in Business or Finance
• Must have FAIS Accreditation Regulatory Examination Level 1.

Minimum Experience Level:

• Must have 5 years in a banking environment and 2 years of which as a relationship banker.

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

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