Relationship Manager: SBS

Nedbank; Bethlehem; On-site; ZAR 420,000 - 540,000; Full time

Job summary

Nedbank is seeking a capable client acquisition specialist to drive high value relationships with SBS and affluent clients. You will understand client business and household banking needs, deliver tailored banking solutions, and grow a portfolio through proactive engagement.

In this role you will manage complex client requirements, collaborate with cross-functional specialists to cross-sell value-based solutions, and ensure adherence to risk, governance and regulatory standards while building

Qualifications

• Minimum qualification: NQF Level 5 or higher in a financial or business-related field.
• FAIS Accreditation Regulatory Examination Level 1 required.

Responsibilities

• Acquire and deliver banking solutions to high value clients, including SBS and affluent segments.
• Grow and maintain a portfolio of high value clients and cross-sell solutions.
• Conduct needs analysis and ensure client engagement aligns with Nedbank policies.
• Collaborate with specialists to deliver value-based banking solutions and manage risk and compliance.

Skills

Interpersonal Skills/ Client Relation

Business writing

Business terms and definitions

Data analysis

Decision-making

Governance, Risk and Controls

Building Networks

Driving for Results

Global Perspective

Sustaining Customer Satisfaction

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

To acquire and deliver banking solutions to the high value client segment (i.e. SBS; Professional/ Financially affluent); by providing great client experiences and understanding client business and household banking needs.

Job Responsibilities Continue

Job Responsibilities

• To acquire and deliver banking solutions to the high value client segment (i.e. SBS; Professional/ Financially affluent); by providing great client experiences and understanding client business and household banking needs. Deliver on all targeted products and services as measured through the relevant client management systems and the 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 among clients that Nedbank is best placed to manage the complexity of their business / personal and household requirements.
• Proactively engage clients in a manner that is relevant to their specific 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 escalated 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 (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations.
• 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 (e.g. staff surveys etc.).
• 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.

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

• Microsoft Office
• Interpersonal Skills/ Client Relationship
• Business writing
• Business terms and definitions
• Relevant regulatory knowledge
• Data analysis
• Business Acumen
• Decision-making process
• Principles of financial management
• Governance, Risk and Controls
• Building Networks
• Building Trusting Relationships
• Business Acumen
• Driving for Results
• Global Perspective
• Sustaining Customer Satisfaction
• Targeting Sales Opportunities

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