Relationship Manager: SBS (Pipeline)

Nedbank; National (MD); On-site; USD 33,000 - 54,000; Full time

Job summary

Nedbank in Limpopo and surrounding areas is hiring for a Relationship Manager role focused on acquiring and servicing high-value clients. You will deliver tailored banking solutions, maintain client relationships, and identify opportunities to grow the portfolio.

The position requires experience in business acquisition and relationship management, with a strong understanding of risk and regulatory standards. A valid driver's license and reliable transport are essential.

Qualifications

• Matric or equivalent is required.
• Advanced Diploma or Degree in a financial/business field is preferred.
• FAIS accreditation Level 1 is advantageous.
• Strong written and verbal communication and client engagement skills.

Responsibilities

• Acquire and deliver banking solutions to high-value clients with great service.
• Deliver targeted products and services based on client needs and banking systems.
• Maintain and grow a portfolio of high-value, complex clients.
• Identify sales opportunities and execute them with effective cross-selling.
• Conduct thorough needs analysis across clients' financial spheres.
• Respond promptly to tasks and system work items as required.
• Build professional relationships with high-value clients to instill trust.
• Provide banking solutions that meet client personal, business and household needs.
• Understand client business and household financial requirements.
• Engage clients proactively with tailored solutions and benefits.
• Collaborate with specialists to deliver value-based solutions.
• Ensure work complies with procedures and is reviewed for corrective action.
• Adhere to risk, policies and regulatory standards through training.
• Support policy improvements and process enhancements with insights.
• Understand risk and credit policies and manage client expectations.
• Develop new processes and improvements to benefit stakeholders.
• Ensure consistent compliance with internal procedures during client engagements.
• Support Nedbank's strategic objectives and unit plans.
• Identify training and career progression opportunities with management input.
• Share knowledge and industry trends within the team.
• Participate in transformation initiatives and corporate responsibility.

Skills

Interpersonal Skills/ Client Relation

Microsoft Office

Business writing

Business terms and definitions

Data analysis

Business Acumen

Decision-making

Governance, Risk and Controls

Education

Matric / Grade 12 / National Senior Certificate

Advanced Diplomas/National 1st Degrees

NQF Level 5 or Higher in a Financial or Business-related field

FAIS Accreditation Regulatory Examination Level 1

Job description

Requisition Details

REQ Number: 148379

Location: Limpopo and the surrounding areas

Closing Date: 02 November 2026

Job Family

Sales and Services

Career Stream

Relationship Management

Leadership Pipeline

Manage Self Professional

FAIS Affected

FAIS Affected - Yes

Job Purpose

To acquire and deliver banking solutions to the high value client segment (i.e. SBS; Professional/ Financially affluent); by providing great client experiences and understanding client business and household banking needs.

Job Responsibilities

• To acquire and deliver banking solutions to the high value client segment (i.e. SBS; Professional/ Financially affluent); by providing great client experiences and understanding client business and household banking needs. Deliver on all targeted products and services as measured through the relevant client management systems and the contribution statement.
• Improve client service through delivering relevant products and services according to client needs.
• Maintain and build a portfolio of high value, and complex clients.
• Unearth client sales / solution opportunities and execute on these opportunities.
• Undertake thorough needs analysis across all clients spheres of financial influence and ensure clients are entrenched into Nedbank.
• Respond within agreed timelines to tasks and responsibilities deployed onto the relevant systems.
• Build and maintain effective professional relationships with high value profile clients through contact management.
• Deliver banking solutions that meet client needs.
• Understand client's business, personal and household needs.
• Build sound and sustainable client relationships and instil trust among clients that Nedbank is best placed to manage the complexity of their business / personal and household requirements.
• Proactively engage clients in a manner that is relevant to their specific circumstances.
• Collaborate with specialists in client engagements to cross sell and create value based solutions.
• Ensure work is completed to agreed principles, process and procedures; progress reviewed and corrective action taken where necessary.
• Comply with risk standards, policies and procedures through training and development as required by group compliance framework.
• Facilitate clients compliance correctness in line with Nedbank internal and regulatory standards. Identify and resolve any work related obstacles and problems and elevate to senior management.
• Contribute to the improvement of policies, procedures, standards and processes by applying own experience and insights where applicable.
• Understand the bank's risk and credit policy and manage client expectations accordingly.
• 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.
• Comply with internal standard procedures to facilitate the execution of client requirements.
• 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.
• 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.
• 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
• Advanced Diplomas/National 1st Degrees

Preferred Qualification

• NQF Level 5 or Higher in a Financial or Business-related field essential
• FAIS Accreditation Regulatory Examination Level 1.

Minimum Experience Level

• 2-3 years’ experience in Business Acquisition essential
• 2-3 years' Relationship management experience would be an advantage
• Valid driver's license and own reliable transport is essential

Technical / Professional Knowledge

• Microsoft Office
• Interpersonal Skills/ Client Relationship
• Business writing
• Business terms and definitions
• Relevant regulatory knowledge
• Data analysis
• Business Acumen
• Decision-making process
• Principles of financial management
• Governance, Risk and Controls

Behavioural Competencies

• Building Networks
• Building Trusting Relationships
• Business Acumen
• Driving for Results
• Global Perspective
• Portfolio Management
• Sustaining Customer Satisfaction
• Targeting Sales Opportunities

Please contact the Nedbank Recruiting Team at [phone]