Client Liaison Specialist: Investments

4 weeks ago

Durban, South Africa nedbank Full time

Location: Durban, ZA Reference: Job Classification Business Unit - Nedbank Private & Wealth: High Net Worth Location - Nedbank Park Square Campus, Umhlanga, KZN - requires you to be based in Region Closing Date - 14 November 2025 Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups Job Family Sales and Services Client Service Manage Self: Professional Job Purpose Nedbank Private and Wealth is seeking a client-centric and detail-oriented professional to join our team as a Client Liaison Specialist – Investments . In this role, you will be the key point of contact for our Wealth Bankers, Wealth Managers and clients, by building and maintaining strong relationships through superior and hassle-free service in order to differentiate Nedbank as the banking partner of choice. If you thrive in a dynamic environment and are passionate about delivering exceptional client experiences, we’d love to hear from you. 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 polices; 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

  • Client Liaison Specialist: Investments

    3 days ago

    Durban, KwaZulu-Natal, South Africa Nedbank Full time R250 000 - R500 000 per year

    Job ClassificationRequisition Melissa CloeteBusiness Unit - Nedbank Private & Wealth: High Net WorthLocation - Nedbank Park Square Campus, Umhlanga, KZN - requires you to be based in RegionClosing Date - 14 November 2025Employment Equity Statement - Preference will be given to Applicants from Underrepresented GroupsJob FamilySales and ServicesCareer...

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    4 weeks ago

    Durban, South Africa nedbank Full time

    Location: Durban, ZA Reference: Job Classification Business Unit - Nedbank Private & Wealth: High Net Worth Location - Nedbank Park Square Campus, Umhlanga, KZN - requires you to be based in Region Closing Date - 14 November 2025 Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups Job Family Sales and Services...

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    5 days ago

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