RM Private Clients In Branch

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

Job summary

A leading financial services firm in Mthatha is seeking an Advisor to deliver banking solutions and manage client relationships. Candidates should have 3-5 years in relationship management within the financial sector, as well as a matric certificate and preferably higher education in accounting or business. This role involves building internal stakeholder relationships and ensuring compliance with banking policies.

Qualifications

• 3-5 years Relationship management experience in the financial sector.
• 2-3 years experience in Business Acquisition.
• Valid drivers license and own reliable transport.

Responsibilities

• Deliver banking solutions that meet client needs.
• Build relationships with internal stakeholders.
• Support the achievement of business strategy objectives.

Skills

Banking knowledge

Business Acumen

Communication

Data analysis

Sales Disposition

Education

Matric / Grade 12 / National Senior Certificate

NQF Level 6 or Higher in Accounting or Business-related field

Post-Grad Degree in Financial / Accounting

Tools

Microsoft Office

Job description

Overview

RM : Private Clients In Branch

Requisition Number -142626

Closing Date - 28 October 2025

Location - Mthatha

Job Family: Sales And Services

Career Stream: Relationship Management

Leadership Pipeline

Management Self: Professional

FAIS Affected - Yes

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 standards, policies and procedures through training and development as required by group compliance framework
• 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 Qualifications

• NQF Level 6 or Higher in a Accounting or Business-related field essential
• Post-Grad Degree in Financial / Accounting is an advantage
• Valid drivers license and own reliable transport is essential

Minimum Experience Level

• 3-5 years Relationship management experience in the financial sector a must
• 2-3 years experience in Business Acquisition essential

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