RM â Private Clients

4 weeks ago


Rustenburg, South Africa Nedbank Private Wealth Full time

Job Information RM : Private Clients Requisition Number - Closing Date-18 August 2025 Location- Rustenburg Job Family: Sales And Services Career Stream: Relationship Management Leadership Pipeline Manage 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 Qualification NQF Level 6 or Higher in a Financial or Business-related field essential Post-Grad Degree in Financial / Business Management 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 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 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 : Full Time Experience : years Vacancy : 1 #J-18808-Ljbffr


  • Rm: Private Clients

    23 hours ago


    Rustenburg, South Africa Nedbank Full time

    **RM: Private Clients** - Requisition Number -139236 - Closing Date-18 August 2025 - Location - Rustenburg - Job Family - Sales And Services - Career Stream - Relationship Management - Leadership Pipeline - Manage Self: Professional - FAIS Affected - FAIS Affected - Yes **Job Purpose** - To deliver banking solutions to clients by understanding their...


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