Client Liaison Specialist Investments

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

Job summary

A leading private banking institution seeks a Client Liaison Specialist to enhance client relationships and ensure exceptional service. This role involves preparing financial projections, managing client expectations, and initiating sales processes. Candidates should possess a Matric certificate and relevant experience in client service within the banking or investment sector. Strong CRM and communication skills are crucial, as well as a commitment to achieving transformation goals within the organization.

Qualifications

• Minimum 3 years experience in Private Banking / Investment House Client Service.
• Strong understanding of investment and financial planning strategies.
• Ability to maintain strong client relationships.

Responsibilities

• Perform portfolio reviews and prepare records of advice.
• Initiate and facilitate the sales process for additional products.
• Provide timely responses to client queries and requests.

Skills

Presentation Skills

Time Management

Communication skills

Education

Matric / Grade 12 / National Senior Certificate

Appropriate National Certificate or Diploma

Tools

CRM D-365

Active Ops system

Job description

Job Classification

Requisition Melissa Cloete

Business Unit - Nedbank Private & Wealth : High Net Worth

Location - Nedbank Park Square Campus Umhlanga KZN - requires you to be based in Region

Closing Date - 14 November 2025

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

Job Family

Sales and Services

Career Stream

Client Service

Leadership Pipeline

Manage Self : Professional

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 love to hear from you.

Job Responsibilities

• Perform portfolio reviews and prepare records of advice / review.
• Financial projections using financial planning software.
• Understanding of investment and financial planning strategies for high‑net‑worth juristic and individual clients.
• Consistently ensured work completed to plan; progress reviewed and corrective action taken.
• Resource utilisation produced balanced output i.e. quality; cost; business expectations and compliance.
• Complied with risk standards; monitored and corrective action taken.
• Identified and resolved work obstacles and problems effectively and had contingency options to deliver required output.
• Contributed to the crafting of polices; procedures; standards; processes; etc.
• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc.).
• 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 banks fulfilment requirements for the client and gathering required documents to conclude the deal.
• Provide after‑sales service to banks business clients by responding to their queries and requests in an efficient and timely manner.
• Make suggestions to improve customer satisfaction by identifying trends in customer queries and complaints and reporting these to the relevant stakeholders.
• Manage business risk by adhering to security and compliance requirements and banks policies and procedures and ensuring that relevant documents are in place.
• Manage operational risk by following appropriate process.
• Manage client expectations by clearly explaining process 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 relationship 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 clients needs and interacting regularly with them.

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-365 & 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

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

Please contact the Nedbank Recruiting Team at

Required Experience :

IC

Employment Type : Advisor

Experience : years

Vacancy : 1