Relationship Manager: Private Clients

2 weeks ago

Cape Town, South Africa Nedbank Full time

**Relationship Manager: Private Clients (Dedicated)**
- Requisition Number-133484- Closing Date-01 May 2024- Location-PlatteKloof- 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 business and needs through relationship management to achieve Nedbanks strategy to be the most admired bank.

**Responsibilities**:

- Deliver banking solutions that meet client needs through understanding of client's 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 complianceframework
- 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- Must have completed a Degree Business or Finance (e.g. BSc Economics, B Comm, Certified Associate of the Institute of Bankers)
- Must have FAIS Accreditation Regulatory Examination Level 1
- Minimum Experience Level- Must have 2-3 years in a relationship management or banking environment

**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 +27 860 555 566_

  • Client Relationship Manager

    4 weeks ago

    Cape Town, South Africa CF Consulting Full time

    OVERALL PURPOSEThe role requires one to manage a book of Ultra High Nett-Worth clients and be the primary contact for client families and co-ordinate their overall affairs and engagement with the Company. It will involve close and regular interaction with clients and third parties of the Group as well as with internal departments and business...

  • Client Relationship Manager

    4 weeks ago

    Cape Town, South Africa CF Consulting Full time

    OVERALL PURPOSEThe role requires one to manage a book of Ultra High Nett-Worth clients and be the primary contact for client families and co-ordinate their overall affairs and engagement with the Company. It will involve close and regular interaction with clients and third parties of the Group as well as with internal departments and business...

  • Client Relationship Manager

    2 weeks ago

    Cape Town, South Africa CF Consulting Full time

    OVERALL PURPOSE The role requires one to manage a book of Ultra High Nett-Worth clients and be the primary contact for client families and co-ordinate their overall affairs and engagement with the Company. It will involve close and regular interaction with clients and third parties of the Group as well as with internal departments and business units.  ...

  • Client Relationship Manager

    2 days ago

    Cape Town, South Africa Quicket Full time

    Quicket is looking for a driven, solutions-oriented person with proven client management skills to not only look after our current client base but to develop and grow new business too. This person is able to think outside the box, come up with creative solutions to solve problems and possess acute attention to detail. We’re a team of dynamic and diverse...

  • Senior Manager

    4 days ago

    Cape Town, South Africa Apex Group Full time

    Senior Manager - Private Equity Location: Cape Town, South Africa Date Posted: May 8, 2023 **Description** **Job description** **-** **Senior Manager, Private Equity** **Key responsibiliti** **es** **A.** **New clients** - Provide services to a complex book of Private Equity clients. - Project management of new client and investor onboarding. - Act as...

  • Client Relationship Manager

    16 hours ago

    Cape Town, South Africa Candidate Connect Full time

    Unique opportunity to join a well-established family owned business as a **Client Relationship Manager**. The business has a niche **Quantitative Risk product** offering into the asset manager industry. **More about the role**: - The role has a **primary** focus of Customer Success / Client Relationship Management. With a **secondary** focus into the...

  • Client Relationship Manager

    4 weeks ago

    Cape Town, South Africa Candidate Connect Full time

    Unique opportunity to join a well-established family owned business as a Client Relationship Manager. The business has a niche Quantitative Risk product offering into the asset manager industry.  More about the role: The role has a primary focus of Customer Success / Client Relationship Management. With a secondary focus into the Quants side, should...

  • Client Relationship Manager

    2 weeks ago

    Cape Town, South Africa Adzuna ZA B C2 Full time

    Unique opportunity to join a well-established family owned business as a Client Relationship Manager. The business has a niche Quantitative Risk product offering into the asset manager industry. More about the role: The role has a primary focus of Customer Success / Client Relationship Management. With a secondary focus into the Quants side, should there be...

  • Client Relationship Manager

    2 weeks ago

    Cape Town, South Africa Candidate Connect Full time

    Unique opportunity to join a well-established family owned business as a Client Relationship Manager .  The business has a niche Quantitative Risk product offering into the asset manager industry.    More about the role:  The role has a primary focus of Customer Success / Client Relationship Management. With a secondary focus into the Quants side,...

  • Private Banking Analyst Private Wealth D

    4 days ago

    Cape Town, South Africa Kamo Placement Full time

    Western Cape, CPT - CBD - Annually Cost To Company (Market related, Negotiable) To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a...

  • Senior Manager

    4 days ago

    Cape Town, South Africa LRI Invest S.A. Full time

    Location: Cape Town, South Africa Date Posted: May 8, 2023 **Description** **Job description** **-** **Senior Manager, Private Equity** **Key responsibiliti** **es** **A.** **New clients** - Provide services to a complex book of Private Equity clients. - Project management of new client and investor onboarding. - Act as central point of contact for the...

  • Client Relationship Manager

    4 weeks ago

    Cape Town, South Africa Candidate Connect Full time

    Unique opportunity to join a well-established family owned business as a Client Relationship Manager. The business has a niche Quantitative Risk product offering into the asset manager industry.  More about the role: The role has a primary focus of Customer Success / Client Relationship Management. With a secondary focus into the Quants side, should...

  • Fund Accountant

    4 weeks ago

    Cape Town, South Africa Rory Mackie & Associates Full time

    The team is at the forefront of managing and providing oversight over the financial operations of our client’s global private markets business of private credit and infrastructure funds. This is an innovative and dynamic environment where every day brings new challenges and opportunities. In this role you will:Work alongside the Portfolio Managers,...

  • Fund Accountant

    4 weeks ago

    Cape Town, South Africa Rory Mackie & Associates Full time

    The team is at the forefront of managing and providing oversight over the financial operations of our client’s global private markets business of private credit and infrastructure funds. This is an innovative and dynamic environment where every day brings new challenges and opportunities. In this role you will:Work alongside the Portfolio Managers,...

  • Fund Accountant

    2 weeks ago

    Cape Town, South Africa Rory Mackie & Associates Full time

    The team is at the forefront of managing and providing oversight over the financial operations of our client’s global private markets business of private credit and infrastructure funds. This is an innovative and dynamic environment where every day brings new challenges and opportunities.   In this role you will: Work alongside the Portfolio Managers,...

  • Private Broker

    2 days ago

    Cape Town, South Africa Aon Corporation Full time

    Posting Description: **Private Broker - Cape Town** Ready for the next step in your career in Personal Lines Short Term Insurance? Based in Cape Town? This role could be for you!! Aon South Africa is recruiting a Private Broker in our Personal Lines division, based in Cape Town. This is a hybrid role with the flexibility to work both virtually and from...

  • Private Banker

    7 days ago

    Cape Town, South Africa Absa Bank Limited Full time

    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 opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job...

  • Private Wealth Advisor

    4 days ago

    Cape Town, South Africa Kamo Placement Full time

    Western Cape, CPT - CBD - Annually Cost To Company (Market related, Negotiable) To deliver exceptional experience and education to Private Wealth or clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management...

  • Client Relationship Associate

    4 days ago

    Cape Town, South Africa Absa Bank Limited Full time

    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 opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary CIB...

  • Assistant Manager

    4 days ago

    Cape Town, South Africa Apex Group Full time

    Assistant Manager - Private Equity Location: Cape Town, South Africa Date Posted: May 8, 2023 **Description** We are seeking an Assistant Manager, reporting to the Associate Director within the Alternative Asset Services, to have responsibility for the oversight, planning and preparations of accurate portfolio valuations on a timely basis. You will...