Client Liaison Specialist : Investments (Kzn)

Nedbank; Durban; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A financial services provider in Durban is seeking a Client Liaison Specialist for their Investments team. The ideal candidate will have at least 3 years of experience in Private Banking or Investment Client Service, with strong client relationship management and sales skills. Responsibilities include portfolio reviews, enhancing client interactions, and driving product sales. A Matric qualification is essential, and familiarity with CRM systems is an advantage. Join us to deliver exceptional client experiences.

Qualifications

• Matric / Grade 12 / National Senior Certificate.
• 3 years’ experience in Private Banking / Investment Client Service.
• Experience with CRM D- & Active Ops system is advantageous.

Responsibilities

• Perform portfolio reviews and prepare records of advice.
• Understand investment and financial planning strategies.
• Build and maintain strong client relationships.
• Identify opportunities for additional product sales.
• Provide after-sales service to clients efficiently.

Skills

Client service skills

Sales strategies

Communication

Relationship management

Education

Matric / Grade 12 / National Senior Certificate

Appropriate National Certificate or Diploma

Tools

CRM D- & Active Ops system

Job description

Client Liaison Specialist : Investments (KZN)

Job Location: KwaZulu-Natal, Durban

Deadline: December 10

Job Purpose

Nedbank Private and Wealth is seeking a client‑centric and detail‑oriented professional to join our team as a Client Liaison Specialist – Investments.

In this role, you will be the key point of contact for our Wealth Bankers, Wealth Managers and clients, by building and maintaining strong relationships through superior and hassle‑free service in order to differentiate Nedbank as the banking partner of choice.

If you thrive in a dynamic environment and are passionate about delivering exceptional client experiences, we'd love to hear from you.

Job Responsibilities

• Perform portfolio reviews and prepare records of advice / review.
• Financial projections using financial planning software.
• Understand investment and financial planning strategies for high‑net‑worth, juristic and individual clients.
• Consistently ensure work completed to plan, review progress and take corrective action.
• Utilise resources to produce balanced output in terms of quality, cost, business expectations and compliance.
• Comply with risk standards; monitor and take corrective action.
• Identify and resolve work obstacles and problems effectively and have contingency options.
• Contribute to the crafting of policies, procedures, standards, processes, etc.
• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives.
• Participate and support corporate responsibility initiatives for the achievement of business strategy (e.g. Green Strategy).
• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.
• Initiate sales process by identifying opportunities for additional product or service sales.
• Facilitate sales process by defining the bank’s fulfillment requirements for the client and gathering required documents to conclude the deal.
• Provide after‑sales service to bank’s business clients by responding to their queries and requests efficiently and timely.
• Make suggestions to improve customer satisfaction by identifying trends in customer queries and complaints and reporting these to relevant stakeholders.
• Manage business risk by adhering to security and compliance requirements and bank’s policies and procedures and ensuring that relevant documents are in place.
• Manage operational risk by following appropriate processes.
• Manage client expectations by clearly explaining processes and timelines.
• Build a trusting relationship with clients by responding to queries and requests promptly.
• Maintain strong client relationships by proactively initiating interactions regularly.
• Nurture collaborative relationships with internal partners by referring new potential business and facilitating end‑to‑end process of products.
• Develop a network of internal and external service providers by identifying individuals who can assist with meeting client’s needs and interacting regularly.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate

Preferred Qualification

• Appropriate National Certificate or Diploma.

Minimum Experience Level

• 3 years’ Private Banking / Investment House Client Service and Para‑Planning experience.
• CRM D- & Active Ops system experience is highly advantageous.

Technical / Professional Knowledge

• Cluster Specific Operational Knowledge
• Relevant regulatory knowledge
• Industry trends
• Business terms and definitions
• Communication Strategies
• Relevant software and systems knowledge
• Decision‑making process
• Banking knowledge
• Governance, Risk and Controls
• Banking procedures

Behavioural Competencies

• Advancing Sales Discussions
• Building Customer Loyalty
• Work Standards
• Collaborating
• Communication
• Managing Work

Additional Information

• Accounting / Financial Services jobs