Onsite Wealth Client Liaison - Banking & Relationships

nedbank; Pietermaritzburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial institution in Pietermaritzburg seeks an experienced individual to provide client support to Wealth Managers. Candidates must have at least 3 years of client service experience in banking or investments, demonstrating strong relationship management and sales skills. The role is onsite, requiring a holistic approach to client financial strategies, ensuring client needs are delivered effectively.

Qualifications

• Minimum 3 years' Banking or Investments Client Service experience is required.
• Strong product sales skills and customer service principles essential.
• Knowledge of Nedbank policies and customer relationship management required.

Responsibilities

• Provide client support to Wealth Managers to meet business goals.
• Conduct portfolio reviews and financial projections.
• Nurture strong client relationships and cross-sell solutions.

Skills

Building Customer Loyalty

Sales Persuasion

Technology Savvy

Education

Advanced Diploma / Degree in Administration / Banking / Commerce / Investments / Finance

NQF Level: Advanced Diplomas / National 1st Degrees

Tools

CRM D- & Active Ops system

Job description

A leading financial institution in Pietermaritzburg seeks an experienced individual to provide client support to Wealth Managers. Candidates must have at least 3 years of client service experience in banking or investments, demonstrating strong relationship management and sales skills. The role is onsite, requiring a holistic approach to client financial strategies, ensuring client needs are delivered effectively.