High-Value Banking Relationship Manager

Nedbank; Worcester; On-site; ZAR 360,000 - 480,000; Full time

Job summary

Nedbank Worcester is seeking a Relationship Manager to acquire and deliver banking solutions to high value clients in the Western Cape. You will build a portfolio of complex clients, understand business and household banking needs, and work with specialists to cross-sell value-based solutions.

The role requires 2-3 years in business acquisition, a valid driver's license, FAIS Level 1 accreditation, and NQF5+.

Qualifications

• NQF Level 5 or higher in a financial or business field is essential.
• FAIS Accreditation Regulatory Examination Level 1 is required.
• 2-3 years’ experience in Business Acquisition is essential.
• 2-3 years' Relationship management experience would be an advantage.
• Valid driver's license and own reliable transport is essential.

Responsibilities

• Acquire and deliver banking solutions to high value clients and understand client needs.
• Deliver on targeted products and services and maintain a portfolio of high value clients.
• Unearth sales opportunities and execute them with cross-selling where appropriate.
• Perform needs analysis across clients to entrench Nedbank relationships.
• Ensure compliance with risk standards and internal procedures.
• Build professional relationships with high value clients and manage expectations.
• Collaborate with specialists to provide value-based solutions and improved processes.

Skills

MS Office

Client relationship

Business writing

Regulatory knowledge

Data analysis

Business acumen

Decision making

Governance & Controls

Networking

Trust building

Sales targeting

Global perspective

Customer satisfaction

Results oriented

Education

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

FAIS Accreditation Regulatory Examination Level 1

Tools

Microsoft Office

Job description

Nedbank Worcester is seeking a Relationship Manager to acquire and deliver banking solutions to high value clients in the Western Cape. You will build a portfolio of complex clients, understand business and household banking needs, and work with specialists to cross-sell value-based solutions.

The role requires 2-3 years in business acquisition, a valid driver's license, FAIS Level 1 accreditation, and NQF5+.