Client Liaison Specialist Banking Pmb

findojobs-za; Pietermaritzburg; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial institution in Pietermaritzburg seeks a Client Support Specialist. The role involves supporting Wealth Managers in providing exceptional service and financial strategies to high-net-worth clients. Responsibilities include client engagement, educating clients on solutions, and managing compliance. Ideal candidates will have a degree in Finance or related fields and at least 3 years of banking experience.

Qualifications

• Minimum 3 years Banking or Investments Client Service experience.
• Technical/professional knowledge in product sales skills and customer relationship management.
• Experience in risk and compliance related to financial legislation.

Responsibilities

• Provide client support to Wealth Managers to meet business goals.
• Nurture strong client relationships and educate on financial solutions.
• Identify and recommend opportunities to enhance processes.

Skills

Presentation Skills

Time Management

Communication skills

Sales Persuasion

Customer service principles

Education

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

Tools

CRM D- & Active Ops system

Job description

OverviewJob ClassificationRequisition Melissa CloeteBusiness Unit - Nedbank Private and Wealth- High Net WorthLocation - Nedbank PietermaritzburgClosing Date - 3 November

• Employment Equity Statement - Preference will be given to Applicants from Underrepresented GroupsJob FamilySales and ServiceCareer StreamSalesLeadership PipelineManage Self : Technical (MST)Job PurposeThis 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

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- & 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 : TempExperience : yearsVacancy : 1