Private Banker [South Africa]

 

Job Classification

Job Requisition - 127922
Closing Date - 29 August 2023
Location - Johannesburg
Cluster - Nedbank Wealth - Wealth Management SA Business Unit

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
• 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, 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

Degree in Business or Finance (e.g. BSc Economics, B Comm, Certified Associate of the Institute of Bankers, FAIS Accreditation Regulatory Examination Level 1.

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

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

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