Relationship Manager: SBS

Nedbank; Johannesburg; On-site; ZAR 600,000 - 800,000; Full time

Job summary

Nedbank Bryanston location seeks an experienced Relationship Manager to acquire and deliver banking solutions for high value clients, focusing on SBS and affluent segments. You will build trusted partnerships, analyze client needs, and deliver tailored financial products and services.

Essential qualifications include Matric and FAIS Level 1, with 2–3 years in portfolio or relationship management. A valid driver's license is preferred to support client engagement.

Qualifications

• Matric/Grade 12 or equivalent is essential.
• NQF Level 5 or higher in financial or business field is preferred.
• FAIS Accreditation Level 1 required.
• 2–3 years' portfolio management or relationship management experience.

Responsibilities

• Acquire and deliver banking solutions to high value clients with excellent service.
• Improve client service by offering relevant products based on client needs.
• Maintain and grow a portfolio of high value, complex clients.
• Identify opportunities and execute cross-sell and value-based solutions.
• Conduct needs analysis across clients' financial influence areas.
• Respond to tasks within agreed timelines and manage relationships with stakeholders.

Skills

Interpersonal skills

Data analysis

Business acumen

Decision making

Governance, risk and controls

Education

Matric / Grade 12

Advanced diplomas / National 1st degrees

FAIS Regulation Level 1

Tools

Microsoft Office

Job description

Job Purpose

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.

Requisition Details

REQ Number- 147361
Closing Date - 31 August 2026
Location- Bryanston, Johanneburg
Job Family
Sales and Services
Career Stream
Relationship Management
Leadership Pipeline
Manage Self Professional
FAIS Affected
FAIS Affected - Yes
Job Purpose
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

• 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 escalation to senior management.
• 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.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate
• Advanced Diplomas/National 1st Degrees

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 portfolio management?
• 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

Behavioural Competencies

• Building Networks
• Building Trusting Relationships
• Business Acumen
• Driving for Results
• Global Perspective
• Portfolio Management
• Sustaining Customer Satisfaction
• Targeting Sales Opportunities

Please contact the Nedbank Recruiting Team at [phone]