RM: Private Clients In Branch

Nedbank; Cape Town; On-site; ZAR 360,000 - 600,000; Full time

Job summary

Nedbank is seeking a capable Relationship Manager in Cape Town to deliver tailored banking solutions by deeply understanding client needs and managing relationships in line with risk principles. You will track financial performance, collaborate with internal teams, and drive process improvements to support Nedbank's strategy.

The role requires 2–3 years in banking/relationship management, Matric, and preferably a degree in Business or Finance.

Qualifications

• Matric/Grade 12 or National Senior Certificate.
• Degree in Business or Finance (e.g. BSc Economics, B Comm) preferred.
• 2-3 years in relationship management or banking environment.

Responsibilities

• Deliver banking solutions through understanding client business and needs.
• Manage client relationships in line with credit principles.
• Track and analyze financial reports against measures.
• Collaborate with internal stakeholders to meet client needs.
• Identify opportunities to improve processes and value for Nedbank.

Skills

Banking knowledge

Banking procedures

Business acumen

Business principles

Business writing

Communication strategies

Data analysis

Governance, Risk and Controls

Microsoft Office

Nedbank policies

Nedbank vision

Financial management

Project management

Regulatory knowledge

Software & systems knowledge

Decision-making

Nedbank culture

Operational knowledge

Communication

Building trust

Managing work

Customer satisfaction

Education

Matric / Grade 12 / National Senior Certificate

Degree in Business or Finance

Job description

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

Degree in Business or Finance (e.g. BSc Economics, B Comm, Certified Associate of the Institute of Bankers, 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
• Communication
• Energy
• Building Trusting Relationships
• Managing Work
• Sustaining Customer Satisfaction

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