Client Liaison Specialist: Banking PMB

Nedbank; Pietermaritzburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial institution in Pietermaritzburg seeks an experienced individual to provide client support to Wealth Managers. Candidates must have at least 3 years of client service experience in banking or investments, demonstrating strong relationship management and sales skills. The role is onsite, requiring a holistic approach to client financial strategies, ensuring client needs are delivered effectively.

Qualifications

• Minimum 3 years' Banking or Investments Client Service experience is required.
• Strong product sales skills and customer service principles essential.
• Knowledge of Nedbank policies and customer relationship management required.

Responsibilities

• Provide client support to Wealth Managers to meet business goals.
• Conduct portfolio reviews and financial projections.
• Nurture strong client relationships and cross-sell solutions.

Skills

Building Customer Loyalty

Sales Persuasion

Technology Savvy

Education

Advanced Diploma / Degree in Administration / Banking / Commerce / Investments / Finance

NQF Level: Advanced Diplomas / National 1st Degrees

Tools

CRM D- & Active Ops system

Job description

Job Classification Requisition Melissa Cloete Business Unit - Nedbank Private and Wealth- High Net Worth Location - Nedbank Pietermaritzburg Closing Date - 3 November

Employment Equity Statement

Preference will be given to Applicants from Underrepresented Groups

Job Purpose

This role is based at Nedbank Pietermaritzburg and requires you to be onsite. To provide client support to Wealth Managers in order to meet business goals and exceed client expectations.

Job Responsibilities

• Perform portfolio reviews, prepare records of advice / review.
• Conduct financial projections using financial planning software.
• Understand investment and financial planning strategies for high‑net‑worth, juristic and individual clients.
• Respond to client needs by offering the right service and solution.
• Nurture strong, long‑standing client relationships.
• Educate clients and potential clients on how to subscribe and service their account.
• Educate clients on the convenience, security and functionality of self‑service solutions.
• Provide knowledgeable client service that fosters mutual trust and confidence.
• Discover client's needs through connecting, understanding and delivering financial solutions with care.
• Provide financial strategies and advice using a holistic approach to 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.
• Identify cross‑selling opportunities through client engagement and quality conversations.
• Facilitate the sales process by informing clients of the product features and benefits.
• Fulfil clients' needs through documenting needs analysis and by providing suitable financial product solutions.
• Obtain referrals from existing clients as well as leads from other business units.
• Build, maintain and retain client relationships by keeping clients informed of progress or action taken regarding their applications, queries and requests.
• Educate clients on the use of alternative, cost‑effective, time‑saving and convenient self‑service channels.
• Provide complete solution to clients by networking and collaborating with internal stakeholders.
• Provide input into client financial analysis, make recommendations to credit and monitor the return of security documentation.
• Identify and recommend opportunities to enhance processes, systems and policies.

Nedbank Goals

• Contribute to the success of Nedbank through meeting service excellence, teamwork and personal development goals while adhering to Nedbank security, operational and compliance procedures and policies.
• Act in the client's interests, inform the client, do what you say and promise, take accountability, and go the extra mile.
• Develop, retain and grow the business by delivering against individual and team goals that support a positive client experience.
• Achieve business objectives and identify and execute on quality sales leads.
• 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.
• 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.

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.

Essential Qualifications

• NQF Level: Advanced Diplomas / National 1st Degrees.
• Preferred Qualification: Advanced Diploma / Degree in Administration / Banking / Commerce / Investments / Finance.
• Minimum Experience: 3 years' Banking or Investments Client Service. CRM D- & 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.