Private Banking Relationship Manager

Nedbank; Noord-Kaap; On-site; ZAR 360,000 - 720,000; Full time

Job summary

Nedbank is seeking a skilled professional to acquire and manage high-value client relationships, delivering tailored banking solutions for affluent individuals and businesses. You will analyze client needs, cross-sell products, and maintain durable partnerships to support Nedbank's service standards and regulatory requirements.

The role emphasizes proactive engagement, compliance, and collaboration with specialists to maximize client value and drive sustainable growth for Nedbank.

Qualifications

• Matric / Grade 12 / National Senior Certificate.
• Advanced Diplomas/National 1st Degrees.
• 2–3 years’ experience in Business Acquisition essential
• 2–3 years' Relationship management experience would be an advantage
• Valid driver's license and own reliable transport is essential

Responsibilities

• To acquire and deliver banking solutions to the high value client segment by providing great client experiences and understanding client business and household banking needs.
• Deliver on all targeted products and services as measured through the client management systems and contribution statement.
• Improve client service through delivering relevant products and services according to client needs.
• Maintain and build a portfolio of high value, and complex clients.
• Unearth client sales / solution opportunities and execute on these opportunities.
• Undertake thorough needs analysis across all clients spheres of financial influence and ensure clients are entrenched into Nedbank.
• Respond within agreed timelines to tasks and responsibilities deployed onto the relevant systems.
• Build and maintain effective professional relationships with high value profile clients through contact management.
• Deliver banking solutions that meet client needs.
• Understand client's business, personal and household needs.
• Build sound and sustainable client relationships and instil trust that Nedbank is best placed to manage their requirements.
• Proactively engage clients in a manner that is relevant to their circumstances.
• Collaborate with specialists in client engagements to cross sell and create value based solutions.
• Ensure work is completed to agreed principles, process and procedures; progress reviewed and corrective action taken where necessary.
• Comply with risk standards, policies and procedures through training and development as required by group compliance framework.
• Facilitate clients compliance correctness in line with Nedbank internal and regulatory standards.
• Identify and resolve any work related obstacles and problems and elevate to senior management.
• Contribute to the improvement of policies, procedures, standards and processes by applying own experience and insights where applicable.
• Understand the bank's risk and credit policy and manage client expectations accordingly.
• Obtain buy-in for developing new and/or enhanced processes that will improve stakeholder businesses.
• Comply with internal standard procedures to facilitate the execution of client requirements.
• Support the achievement of the business strategy, objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems, process, services and solutions are aligned.
• Identify training courses and career progression for self through input and feedback from management.
• Ensure all personal development plan activities are completed within specified timeframe.
• Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
• 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.
• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.

Skills

Client relationships

Business writing

Data analysis

Interpersonal skills

Microsoft Office

Decision making

Business acumen

Education

Matric

Advanced diploma/degree

Job description

Nedbank is seeking a skilled professional to acquire and manage high-value client relationships, delivering tailored banking solutions for affluent individuals and businesses. You will analyze client needs, cross-sell products, and maintain durable partnerships to support Nedbank's service standards and regulatory requirements.

The role emphasizes proactive engagement, compliance, and collaboration with specialists to maximize client value and drive sustainable growth for Nedbank.