RM: Private Clients In Branch

nedbank; Noord-Kaap; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading South African bank is seeking a Relationship Manager to deliver banking solutions tailored to client needs through effective relationship management. The ideal candidate should have 3-5 years of experience in the financial sector and a strong background in business acquisition. Qualifications include at least a Matric and preferably a financial/business-related degree. Join a team dedicated to achieving strategic goals and contributing to corporate responsibility initiatives.

Qualifications

• 3-5 years' relationship management experience in the financial sector.
• 2-3 years’ experience in business acquisition is essential.
• Experience in sales and deal origination within a banking/financial services environment would be advantageous.

Responsibilities

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

Skills

Banking knowledge

Business Acumen

Data analysis

Building Trusting Relationships

Communication Strategies

Education

Matric / Grade 12 / National Senior Certificate

NQF Level 6 or Higher in a Financial or Business-related field

Tools

Microsoft Office

Relevant software and systems knowledge

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

• NQF Level 6or Higher in a Financial or Business-related field essential
• Post-Grad Degree in Financial/Business Management is an advantage
• Valid driver's licenseand own reliable transport is essential

Minimum Experience Level

• 3-5 years' Relationship management experience in the financial sector
• 2-3 years’ experience in Business Acquisition essential
• Experience in a Sales and Deal Origination related to a Corporate Client Portfolio within a Banking / Financial Services environment would be advantageous

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

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Please contact the Nedbank Recruiting Team at [phone]

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

For assistance please contact the Nedbank Recruiting Team at [phone]