Client Liaison Specialist: Investments

5 days ago


George, South Africa Nedbank Full time
Job title : Client Liaison Specialist: Investments (George) Job Location : Western Cape, George Deadline : January 05, 2025 Quick Recommended Links
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Job Purpose

  • To provide financial solutions to Wealth Managers, client service and educate clients on the convenience, security and functionality of self-service solutions, in order to meet business goals and exceed client expectations.

Job Responsibilities

Client Engagement:

  • Respond to client needs by offering the right service and solution.
  • Nurture strong, long-standing client relationships.
  • Educate clients and potential clients on how to subscribe and service their account.
  • Educate clients on the convenience, security and functionality of self-service solutions.
  • Provide knowledgeable client service that fosters mutual trust and confidence.
  • Discover client's needs through connecting, understanding and delivering financial solutions with care.
  • Provide financial strategies and advice using a holistic approach to help clients achieve their goals and grow financially.
  • Own the client request end to end and route for alternative intervention if not equipped to service the client.
  • Identify cross-selling opportunities through client engagement and quality conversations.
  • Facilitate the sales process by informing clients of the product features and benefits.
  • Fulfill clients' needs through documenting needs analysis and by providing suitable financial product solutions.
  • Obtain referrals from existing clients as well as leads from other business units.
  • Build, maintain and retain client relationships by keeping clients informed of progress or action taken regarding their applications, queries and requests.
  • Educate clients on the use of alternative, cost effective, time saving and convenient self-service channels.
  • Provide complete solution to clients by networking and collaborating with internal stakeholders.
  • Provide input into client financial analysis, make recommendations to credit and monitor the return of security documentation.
  • Identify and recommend opportunities to enhance processes, systems and policies.

Nedbank Goals:

  • Contribute to the success of Nedbank through meeting your service excellence, teamwork and personal development goals whilst adhering to Nedbank security, operational and compliance procedures and policies.
  • Act in the client's interest, inform the client, do what you say and promise, take accountability, and go the extra mile.
  • Develop, retain and grow the business by delivering against individual and team goals that support a positive client experience.
  • Achieve business objectives and identify and execute on quality sales leads.
  • Increase market share of primary clients by entrenching clients through Core+ needs discussions, salary and debit order switching as well as enrolling clients on the various digital platforms.

Risk and Compliance:

  • Mitigate risks and meet legislative requirements (e.g. FICA, FAIS and Letter of Authority) by being accredited and updating and maintaining client information.
  • Report suspicious transactions to the relevant department.
  • Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters, communications and training material.

Essential Qualifications - NQF Level

  • Advanced Diplomas/National 1st Degrees

Preferred Qualification

  • FAIS Approved Qualification

Essential Certifications

  • Professional Degree in Financial Services (NQF Level 5) 

Minimum Experience Level

  • 3 - 6 years' Private Banking / Investment House Client Service and Para-Planning experience. 
  • CRM D-365 experience
 
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