Client Liaison Specialist: Investments (George & Cape Town)

Findojobs South Africa; South Africa; On-site; ZAR 350,000 - 550,000; Full time

Job summary

A leading financial institution in South Africa is seeking a Client Support Specialist to assist Wealth Managers. The ideal candidate will have over 3 years of experience in Private Banking or Investment House client service and expertise in financial planning and investment strategies. Responsibilities include nurturing client relationships and providing tailored financial solutions. This role is based in George and Cape Town and offers opportunities for personal development and teamwork.

Qualifications

• Minimum 3 years' Private Banking / Investment House Client Service and Para-Planning experience.
• Experience using CRM systems.
• Understanding of regulatory requirements like FICA and FAIS.

Responsibilities

• Provide client support to Wealth Managers to meet business goals.
• Conduct portfolio reviews and provide financial strategies.
• Nurture strong client relationships and offer suitable financial solutions.

Skills

Client support

Financial planning

Investment strategies

Sales skills

Education

Advanced Diplomas / National 1st Degrees

Bachelor of Commerce / Finance / Investments / Economics

Tools

CRM D-365

Active Ops system

Job description

Job Classification

Requisition - 138352- Melissa Cloete

Cluster - Nedbank Wealth Cluster; Wealth Management SA Division - High Net Worth Operations

Location - George and Cape Town

Closing Date - 11 March 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)

FAIS Affected

FAIS Affected - Yes

Job Purpose

To provide client support to Wealth Managers in order to meet business goals and exceed client expectations.

Job Responsibilities

• 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 individualclients
• 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.
• 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.

Job Responsibilities Continue

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 client's 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

Bachelor of Commerce / Finance / Investments / Economics

Minimum Experience Level

3 years' Private Banking / Investment House Client Service and Para-Planning experience.

CRM D-365 & 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 at [phone]