Wealth Client Liaison & Investments Specialist

Nedbank Private Wealth; Durban; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading private banking institution seeks a Client Liaison Specialist to enhance client relationships and ensure exceptional service. This role involves preparing financial projections, managing client expectations, and initiating sales processes. Candidates should possess a Matric certificate and relevant experience in client service within the banking or investment sector. Strong CRM and communication skills are crucial, as well as a commitment to achieving transformation goals within the organization.

Qualifications

• Minimum 3 years experience in Private Banking / Investment House Client Service.
• Strong understanding of investment and financial planning strategies.
• Ability to maintain strong client relationships.

Responsibilities

• Perform portfolio reviews and prepare records of advice.
• Initiate and facilitate the sales process for additional products.
• Provide timely responses to client queries and requests.

Skills

Presentation Skills

Time Management

Communication skills

Education

Matric / Grade 12 / National Senior Certificate

Appropriate National Certificate or Diploma

Tools

CRM D-365

Active Ops system

Job description

A leading private banking institution seeks a Client Liaison Specialist to enhance client relationships and ensure exceptional service. This role involves preparing financial projections, managing client expectations, and initiating sales processes. Candidates should possess a Matric certificate and relevant experience in client service within the banking or investment sector. Strong CRM and communication skills are crucial, as well as a commitment to achieving transformation goals within the organization.