Elite Banking Relationship Manager for High-Value Clients

Nedbank; Südafrika; Vor Ort; ZAR 480.000 - 640.000; Vollzeit

Zusammenfassung

Nedbank Worcester is seeking a Relationship Manager to acquire and manage high value clients, delivering banking solutions aligned to SBS, professionals, and affluent segments. You will build enduring client relationships, cross-sell services, and ensure needs analysis and risk compliance are completed effectively.

The role emphasizes portfolio growth, timely responses, and collaboration with specialists to deliver superior client experiences and financial solutions tailored to client

Qualifikationen

• 2-3 years of Business Acquisition experience
• 2-3 years' Relationship management experience would be an advantage
• Valid driver's license and own reliable transport is essential

Aufgaben

• Acquire and deliver banking solutions to high value clients, delivering great client experiences
• Deliver on targeted products and services as measured through client systems
• Maintain and build a portfolio of high value and complex clients
• Uncover sales opportunities and execute them
• Perform needs analysis across client spheres and align with Nedbank requirements
• Respond to tasks within agreed timelines on systems
• Build professional relationships with high value clients
• Deliver banking solutions that meet client needs
• Understand client's business, personal and household needs
• Cultivate trust and cross-sell value-based solutions with specialists
• Adhere to risk standards and compliance frameworks
• Identify and resolve obstacles and escalate as needed
• Contribute to policy and process improvements

Kenntnisse

Microsoft Office

Interpersonal Skills/ Client Relation

Business writing

Business terms and definitions

Regulatory knowledge

Data analysis

Business Acumen

Decision-making process

Governance, Risk and Controls

Ausbildung

NQF Level 5 or Higher in a Financial or Business-related field essential

FAIS Accreditation Regulatory Examination Level 1

Jobbeschreibung

Nedbank Worcester is seeking a Relationship Manager to acquire and manage high value clients, delivering banking solutions aligned to SBS, professionals, and affluent segments. You will build enduring client relationships, cross-sell services, and ensure needs analysis and risk compliance are completed effectively.

The role emphasizes portfolio growth, timely responses, and collaboration with specialists to deliver superior client experiences and financial solutions tailored to client