Current jobs related to Client Liaison Specialist: Investments - George - nedbank
-
Client Liaison Specialist: Investments
2 weeks ago
George, Western Cape, South Africa Nedbank Full time R250 000 - R500 000 per yearJob ClassificationRequisition Melissa CloeteCluster - Nedbank Private and Wealth: High Net WorthLocation - GeorgeClosing Date - 13 November 2025Employment Equity Statement - Preference will be given to Applicants from Underrepresented GroupsJob FamilySales and ServicesCareer StreamClient ServiceLeadership PipelineManage Self: ProfessionalJob PurposeThis role...
-
Broker Consultant and Investment Specialist
2 days ago
George, South Africa PPS Full timeJob Description PPS External Distribution has an opportunity for a development role combining the skills and experience of a Broker Consultant and Investment Specialist. Primary responsibility will be the provision of Life Assurance & Investment support to financial intermediaries. Proven track record of sales ability and ability to expand the PPS Life...
-
Wealth Investments Client Liaison
2 weeks ago
George, South Africa nedbank Full timeA leading financial services provider in George is seeking a Client Service Officer to support Wealth Managers. The role requires performing portfolio reviews, financial projections, and managing client relationships to meet business goals. Ideal candidates will have a Grade 12 certificate and a Bachelor’s degree in Commerce or similar, along with 3 years...
-
Strategic Broker Consultant
2 days ago
George, South Africa PPS Full timeA financial services firm in George, South Africa, seeks a Broker Consultant & Investment Specialist to support financial intermediaries in life assurance and investment services. The role requires excellent communication skills, a degree in commerce, and a minimum of three years’ experience in the financial sector. Candidates must be fluent in Afrikaans...
-
Wealth Banker
6 days ago
George, South Africa Absa Bank Full timeWealth Banker page is loaded **Wealth Banker**locationsGeorge time typeFull time posted onPosted 30+ Days Ago job requisition idR- ****Bring your possibility to life! Define your career with us****With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the...
-
Private Wealth Advisor
6 days ago
George, South Africa FNB Namibia Full timeA leading financial services provider in George seeks a Wealth Manager to advise high-income clients on savings, investment, and estate planning. The ideal candidate will have a relevant degree and 3-5 years of sales and advisory experience, alongside a keen understanding of financial compliance. Opportunities to develop networks and enhance business...
-
Wealth Strategy Advisor — Portfolio Growth
4 days ago
George, South Africa Spane4all Full timeA financial services company in South Africa is seeking a Private Wealth Advisor to deliver exceptional investment and financial solutions to clients. Candidates should have a relevant degree and 3 to 5 years of experience in financial advising, focusing on wealth management, client relations, and investment strategies. The position offers opportunities for...
-
Estate Specialist
1 week ago
George, South Africa FNB South Africa Full timeJob title: Estate Specialist Job Location: Western Cape, George Deadline: November 30, 2025 Job Description To ensure that deceased estates are onboarded, administered and finalised professionally based on the Administration of Estates Act 66 of 1965 and other applicable legislation. Are you someone who can Independently manage end-to-end Deceased Estates...
-
Wealth Banker
6 days ago
George, South Africa Absa Group Full timeBring your possibility to life! Define your career with us With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary Manage...
-
Disaster Risk Management Specialist
2 weeks ago
George, South Africa Amentum Services, Inc. Full timeDisaster Risk Management Specialist (DRMS) Location: St. Vincent and the Grenadines Purpose The Disaster Risk Management Specialist (DRMS) will be responsible for the oversight, administration, and supervision of all emergency response and training and technical assistance programs implemented in St. Vincent and the Grenadines by the Amentum RDAP contract....
Client Liaison Specialist: Investments
4 weeks ago
Overview Details Location: George, ZA Reference: Closing Date: 13 November 2025 Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups Job Classification Cluster - Nedbank Private and Wealth: High Net Worth Location - George Job Family Sales and Services Client Service Manage Self: Professional Job Purpose This role is based at the Nedbank George, Southern Cape Offices. As such you will be required to be on-site as and when required. To provide client support to Wealth Managers in order to meet business goals and exceed client expectations. Job Responsibilities Perform portfolio reviews, prepare records of advice/review. Financial projections using financial planning software Understanding of investment and financial planning strategies for high-net-worth, Juristic and individual clients Consistently ensured work completed to plan; progress reviewed and corrective action taken. Resource utilisation produced balanced output i.e. quality; cost; business expectations and compliance. Complied with risk standards; monitored and corrective action taken. Identified and resolved work obstacles and problems effectively and had contingency options to deliver required output. Contributed to the crafting of policies; procedures; standards; processes; etc. 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. Initiate sales process by identifying opportunities for additional product or service sales. Facilitate sales process by defining bank's fulfilment requirements for the client and gathering required documents to conclude the deal. Provide after-sales service to bank's business clients by responding to their queries and requests in an efficient and timely manner. Make suggestions to improve customer satisfaction by identifying trends in customer queries and complaints and reporting these to the relevant stakeholders. Manage business risk by adhering to security and compliance requirements and bank's policies and procedures and ensuring that relevant documents are in place. Manage operational risk by following appropriate process. Manage client expectations by clearly explaining process and timelines. Build a trusting relationship with clients by responding to queries and requests promptly. Maintain strong client relationships by proactively initiating interactions regularly. Nurture collaborative relationship with internal partners by referring new potential business and facilitating end-to-end process of products. Develop a network of internal and external service providers by identifying individuals who can assist with meeting client's needs and interacting regularly with them. Essential Qualifications - NQF Level Matric / Grade 12 / National Senior Certificate Preferred Qualification Bachelors Degree in Commerce/Finance/Investments or Economics Minimum Experience Level 3 years' Private Banking/ Investment House Client Service and Para-Planning experience. CRM D-365 & Active Ops system experience is highly advantageous Technical / Professional Knowledge Cluster Specific Operational Knowledge Relevant regulatory knowledge Industry trends Business terms and definitions Communication Strategies Relevant software and systems knowledge Decision-making process Banking knowledge Governance, Risk and Controls Banking procedures Building Customer Loyalty Work Standards Communication Managing Work Please contact the Nedbank Recruiting Team at If you can\'t find the job you\'re looking for, activate job alerts to be one of the first to know when new positions open up. Nedbank Ltd Reg No 1951/ /06. Authorised financial services and registered credit provider (NCRCP16). For assistance please contact the Nedbank Recruiting Team at #J-18808-Ljbffr
