Client Liaison Specialist Banking PMB

Nedbank Private Wealth; Pietermaritzburg; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading wealth management firm in Pietermaritzburg seeks a dedicated Client Support Associate to assist Wealth Managers by providing exceptional service to high-net-worth clients. The ideal candidate will have an advanced diploma and at least 3 years of experience in banking or investments, ensuring client needs are met through personalized financial strategies and strong relationship management. This position requires being onsite and offers the opportunity to significantly impact client satisfaction and business growth.

Benefits

Performance bonuses

Continuous training and development

Qualifications

• 3 years Banking or Investments Client Service required.
• Experience with customer relationship management is essential.
• Strong understanding of product sales and service principles.

Responsibilities

• Provide client support to Wealth Managers.
• Educate clients on product solutions and self-service options.
• Nurture and maintain long-standing client relationships.

Skills

Product sales skills

Customer relationship management

Problem-solving

Education

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

Tools

CRM D-365

Active Ops system

Job description

Overview

Job Classification

Requisition Melissa Cloete

Business Unit - Nedbank Private and Wealth- High Net Worth

Location - Nedbank Pietermaritzburg

Closing Date - 3 November 2025

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

Job Family

Sales and Service

Career Stream

Sales

Leadership Pipeline

Manage Self : Technical (MST)

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.

Responsibilities

Job Responsibilities

• Client Engagement :
• Perform portfolio reviews preparerecords of advice / review.
• Financial projections using financial planning software
• Understanding of 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 clients 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.
• Fulfill 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 your service excellence teamwork and personal development goals whilst adhering to Nedbank security operational and compliance procedures and policies.
• Act in the clients interest 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.

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 Level

• 3 years Banking or Investments Client Service
• CRM D-365 & Active Ops system experience is highly advantageous
• Customer relationship management experience

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

Required Experience :

IC

Key Skills

Presentation Skills,Time Management,Clinical Research,Communication skills,GCP,Infusion Experience,Managed Care,Hospice Care,Conflict Management,Clinical Trials,Research Experience,Home Care

Employment Type : Temp

Experience : years

Vacancy : 1

End of description.