Relationship Manager: Sbs

Nedbank; Südafrika; Vor Ort; ZAR 480.000 - 640.000; Vollzeit

Zusammenfassung

Nedbank Worcester is seeking a Relationship Manager to acquire and manage high value clients, delivering banking solutions aligned to SBS, professionals, and affluent segments. You will build enduring client relationships, cross-sell services, and ensure needs analysis and risk compliance are completed effectively.

The role emphasizes portfolio growth, timely responses, and collaboration with specialists to deliver superior client experiences and financial solutions tailored to client

Qualifikationen

• 2-3 years of Business Acquisition experience
• 2-3 years' Relationship management experience would be an advantage
• Valid driver's license and own reliable transport is essential

Aufgaben

• Acquire and deliver banking solutions to high value clients, delivering great client experiences
• Deliver on targeted products and services as measured through client systems
• Maintain and build a portfolio of high value and complex clients
• Uncover sales opportunities and execute them
• Perform needs analysis across client spheres and align with Nedbank requirements
• Respond to tasks within agreed timelines on systems
• Build professional relationships with high value clients
• Deliver banking solutions that meet client needs
• Understand client's business, personal and household needs
• Cultivate trust and cross-sell value-based solutions with specialists
• Adhere to risk standards and compliance frameworks
• Identify and resolve obstacles and escalate as needed
• Contribute to policy and process improvements

Kenntnisse

Microsoft Office

Interpersonal Skills/ Client Relation

Business writing

Business terms and definitions

Regulatory knowledge

Data analysis

Business Acumen

Decision-making process

Governance, Risk and Controls

Ausbildung

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

FAIS Accreditation Regulatory Examination Level 1

Jobbeschreibung

Requisition Details

REQ Number: 148335

Location: Worcester

Closing Date: 23 October 2026

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 escape 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

Behavioural Competencies

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

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