RM : Private Clients

Nedbank Private Wealth; Bloemfontein; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial institution in Bloemfontein is seeking an Advisor to deliver tailored banking solutions, understand client needs, and enhance business relationships. The role requires 2-3 years of experience in a relationship management or banking environment, along with a Matric qualification. Ideal candidates will have strong banking knowledge, data analysis skills, and effective communication abilities. Apply now to contribute to a transformative banking experience within our team.

Qualifications

• 2-3 years in a relationship management or banking environment.
• FAIS Accreditation Regulatory Examination Level 1 is preferred.

Responsibilities

• Deliver banking solutions that meet client needs through understanding their business.
• Build relationships with internal stakeholders through communication and networking.
• Research and analyse information to propose solutions for work challenges.

Skills

Banking knowledge

Communication

Data analysis

Education

Matric / Grade 12 / National Senior Certificate

Preferably a Diploma or Degree in any financial environment / banking

Tools

Microsoft Office

Job description

Overview

RM : Private Clients

Requisition Number-141813

Closing Date- 09 September 2025

Location-Bloemfontein

Job Family

Sales And Services

Career Stream

Relationship Management

Leadership Pipeline

Manage Self : Professional

FAIS Affected

FAIS Affected - Yes

Job Purpose

Job Purpose

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 clients 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 standardspolicies 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

• Preferably a Diploma or Degree in any financial environment / banking
• FAIS Accreditation Regulatory Examination Level 1.

Minimum Experience Level

• 2-3 years in a relationship management or banking environment

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

Behavioural Competencies

• Communication
• Energy
• Building Trusting Relationships
• Managing Work
• Sales Disposition
• Sustaining Customer Satisfaction

Please contact the Nedbank Recruiting Team at

Key Skills

• Clerical
• Diploma
• Foreclosure Paralegal
• Flight Operations
• Construction Equipment

Employment Type : Advisor

Experience : years

Vacancy : 1