Relationship Manager: Private Clients

Nedbank; Sandton; On-site; ZAR 450,000 - 750,000; Full time

Job summary

Nedbank in Sandton seeks a Relationship Manager for Private Clients to deliver banking solutions by understanding client business and needs through proactive relationship management. You will manage risks, track financial metrics, and collaborate with internal teams to align with Nedbank’s strategy.

The role emphasizes building trust with clients, maintaining strong communication, and supporting corporate responsibility initiatives while advancing Nedbank’s private client portfolio.

Qualifications

• Matric/Grade 12 or equivalent as minimum qualification.
• NQF Level 5+ in financial or business field preferred; FAIS Level 1 accreditation advantageous.
• 2-3 years’ experience in business acquisition and relationship management would be beneficial.

Responsibilities

• Deliver banking solutions that meet client needs through relationship management.
• Demonstrate understanding of risk parameters by managing client relationships per credit principles.
• Improve results by tracking and analysing financial reports against targets.
• Understand clients’ business needs through proactive relationship management.
• Build relationships with internal stakeholders through communication and networking.

Skills

Relationship management

Client engagement

Communication strategies

Data analysis

Governance, Risk and controls

Microsoft Office

Decision-making process

Business acumen

Banking knowledge

Banking procedures

Education

Matric / Grade 12 / National Senior Certificate

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

FAIS Accreditation Regulatory Examination Level 1

Tools

Microsoft Office

Job description

Title:Relationship Manager: Private Clients

To deliver banking solutions to clients by understanding their business and needs through relationship management to achieve Nedbanks strategy to be the most admired bank.

Job Responsibilities

• Deliver banking solutions that meet client needs through understanding of client's business and needs through relationship management.
• Demonstrate an understanding of risk parameters by managing client relationships according to credit principles
• Improve results by tracking and analysing financial reports against agreed measures.
• Understand clients business and needs through proactive client relationship management according to portfolio mandate.
• Build relationships with internal stakeholders through communication and networking as determined by client needs.
• Collaborate with third parties by engaging with them as guided by requirements of solutions delivered to clients.
• Complete tasks through planning and reviewing against set targets.
• Manage resources (time, processes and support teams) to optimize value against client expectations.
• Comply with risk standards,policies and procedures through training and development as required by group complianceframework
• Research and analyse information by using problem solving techniques to propose solutions for work challenges.
• 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.
• Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations.
• 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.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate

Preferred Qualification

• NQF Level 5 or Higher in a Financial or Business-related field essential
• FAIS Accreditation Regulatory Examination Level 1.

Minimum Experience Level

• 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

Technical / Professional Knowledge

• Banking knowledge
• Banking procedures
• Business Acumen
• Business principles
• Business writing
• Communication Strategies
• Data analysis
• Governance, Risk and Controls
• Microsoft Office
• Nedbank policies and procedures
• Nedbank vision and strategy
• Principles of financial management
• Principles of project management
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Decision-making process
• Nedbank culture
• Cluster Specific Operational Knowledge
• Communication
• Energy
• Building Trusting Relationships
• Managing Work
• Sustaining Customer Satisfaction

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Nedbank Ltd Reg No 1951/000009/06.
Authorised financial services and registered credit provider (NCRCP16).