Private Banker

2 weeks ago

Johannesburg, South Africa Nedbank Full time

**Job Classification**
- **REQ: 133086 - Nozi Masabalala**:

- **Closing Date: 8 April 2024**:

- **Division: Nedbank Wealth: Distribution**:

- **Employment Equity Statement: Preference will be given to individuals from underrepresented groups.**
- 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.

**Job Responsibilities Continue**

**People Specification**
- Essential Qualifications - NQF Level- Matric / Grade 12 / National Senior Certificate
- Advanced Diplomas/National 1st Degrees
- Preferred Qualification- Degree in Business or Finance (e.g. BSc Economics, B Comm, Certified Associate of the Institute of Bankers, FAIS Accreditation Regulatory Examination Level 1.- Essential Certifications- Preferred Certifications- Minimum Experience Level- 5 years in a relationship management or banking environment, with at least 3 years in Private Banking or high net worth clientele.**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_

  • Private Wealth Banker

    6 days ago

    Johannesburg, 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 To...

  • Private Banker

    5 days ago

    Johannesburg, South Africa Nedbank Full time

    **Job Classification** - Job Requisition - 127922 - Closing Date - 29 August 2023 - Location - Johannesburg - Cluster - Nedbank Wealth - Wealth Management SA Business Unit- Job Family- Sales And Services - Career Stream- Relationship Management - Leadership Pipeline- Manage Self: Professional- FAIS Affected- FAIS Affected - Yes**Job Purpose** - To deliver...

  • Virtual Banker Private Assist-5

    3 weeks ago

    Johannesburg, 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 Banking Analyst Private Wealth

    6 days ago

    Johannesburg, South Africa FirstRand Full time

    Job Description To assist in proactively managing a portfolio of 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 portfolio of existing clients through effective stakeholder management. -...

  • Private Banking Analyst Private Wealth

    5 days ago

    Johannesburg, South Africa FirstRand Full time

    Job Description 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 portfolio of existing clients through effective stakeholder...

  • Private Banking Analyst Private Clients

    6 days ago

    Johannesburg, South Africa FirstRand Full time

    Job Description To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. -...

  • Corporate Business Banker

    6 days ago

    Johannesburg, South Africa Rory Mackie & Associates Full time

    The Corporate Business Banker will be responsible for the acquisition of new Corporate clients as well as the maintenance of existing clients. Whilst (in partnership with an Internal Consultant) delivering exceptional client service to business clients and being a connector and an “enabler” for the clients' needs into the other divisions, like their...

  • Private Banking Advisor Wealth

    6 days ago

    Johannesburg, South Africa FirstRand Full time

    Job Description To assist in proactively managing a portfolio of 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 portfolio of existing clients through effective stakeholder management. -...

  • Corporate Business Banker

    Found in: Whatjobs ZA C2 - 1 week ago

    Johannesburg, South Africa Rory Mackie & Associates Full time

    The Corporate Business Banker will be responsible for the acquisition of new Corporate clients as well as the maintenance of existing clients. Whilst (in partnership with an Internal Consultant) delivering exceptional client service to business clients and being a connector and an “enabler” for the clients' needs into the other divisions, like their...

  • Corporate Business Banker

    Found in: Talent ZA C2 - 3 weeks ago

    Johannesburg, South Africa Rory Mackie & Associates Full time

    The Corporate Business Banker will be responsible for the acquisition of new Corporate clients as well as the maintenance of existing clients. Whilst (in partnership with an Internal Consultant) delivering exceptional client service to business clients and being a connector and an “enabler” for the clients' needs into the other divisions, like their...

  • Corporate Business Banker

    Found in: Talent ZA 2A C2 - 3 weeks ago

    Johannesburg, South Africa Rory Mackie & Associates Full time

    The Corporate Business Banker will be responsible for the acquisition of new Corporate clients as well as the maintenance of existing clients. Whilst (in partnership with an Internal Consultant) delivering exceptional client service to business clients and being a connector and an “enabler” for the clients' needs into the other divisions, like their...

  • Banking Analyst

    Found in: beBee S ZA - 3 weeks ago

    Gauteng, Johannesburg, South Africa Nedbank Full time

    Nedbank’s job vacancy, Career and Recruitment Job title : Banking Analyst (Gauteng) jobs in Gauteng Job Location : Gauteng, Johannesburg Deadline : April 20, 2024 Quick Recommended Links Jobs by Location Job by industries Job Purpose To provide sales support services to private bankers and high net worth clients Job Responsibilities Build...

  • Senior Administrator: Corporate Services

    5 days ago

    Johannesburg, South Africa LRI Invest Full time

    Description SENIOR ADMINISTRATOR: CORPORATE SERVICES - Role Location: Johannesburg - Department: Corporate Services - Private Clients and Family Office Employment Type: Full time permanent The Role To provide administration services to Client Directors and Assistant Client Directors in Jersey in respect of their portfolios of trust structures and other...

  • Assistant Manager

    5 days ago

    Johannesburg, South Africa Apex Group Full time

    Assistant Manager Location: Johannesburg, South Africa Date Posted: Jul 26, 2023 **Description** **ASSISTANT MANAGER: CORPORATE SERVICES** **Role Location**: Johannesburg **Department**: Corporate Services - Private Clients and Family Office **Employment Type**: Full time permanent **The Role** To liaise with and support the Client Directors and...

  • Assistant Manager: Corporate Services

    5 days ago

    Johannesburg, South Africa LRI Invest Full time

    Description ASSISTANT MANAGER: CORPORATE SERVICES - Role Location: Johannesburg Department: Corporate Services - Private Clients and Family Office Employment Type: Full time permanent The Role To liaise with and support the Client Directors and Assistant Client Directors in Jersey with the administration and management of their portfolios of trust...

  • Assistant Manager

    5 days ago

    Johannesburg, South Africa LRI Invest S.A. Full time

    **ASSISTANT MANAGER: CORPORATE SERVICES** **Role Location**: Johannesburg - **Department**: Corporate Services - Private Clients and Family Office - **Employment Type**: Full time permanent - **The Role** To liaise with and support the Client Directors and Assistant Client Directors in Jersey with the administration and management of their portfolios of...

  • Finance Manager

    Found in: Whatjobs ZA C2 - 1 week ago

    Johannesburg, South Africa Finding Personnel (Pty) Ltd Full time

    Job Details: Title: Finance Manager Location: Rosebank, Johannesburg Permanent: Yes Full time: Yes Industry: Private Equity Salary / CTC: R 60 000 (negotiable, depending on experience) Reports to: Investment Manager Job Description: Our Client is seeking a dynamic and experienced Finance Manager to join their team. The Finance Manager will play a...

  • Finance Manager

    Found in: Talent ZA 2A C2 - 3 weeks ago

    Johannesburg, South Africa Finding Personnel (Pty) Ltd Full time

    Job Details:Title: Finance ManagerLocation: Rosebank, JohannesburgPermanent: YesFull time: YesIndustry: Private EquitySalary / CTC: R 60 000 (negotiable, depending on experience)Reports to: Investment ManagerJob Description:Our Client is seeking a dynamic and experienced Finance Manager to join their team. The Finance Manager will play a crucial role in the...

  • Finance Manager

    Found in: Adzuna ZA B C2 - 2 weeks ago

    Johannesburg, South Africa Adzuna ZA B C2 Full time

    Job Details:Title: Finance ManagerLocation: Rosebank, JohannesburgPermanent: YesFull time: YesIndustry: Private EquitySalary / CTC: R 60 000 (negotiable, depending on experience)Reports to: Investment ManagerJob Description:Our Client is seeking a dynamic and experienced Finance Manager to join their team. The Finance Manager will play a crucial role in the...

  • Finance Manager

    Found in: Talent ZA C2 - 3 weeks ago

    Johannesburg, South Africa Finding Personnel (Pty) Ltd Full time

    Job Details:Title: Finance ManagerLocation: Rosebank, JohannesburgPermanent: YesFull time: YesIndustry: Private EquitySalary / CTC: R 60 000 (negotiable, depending on experience)Reports to: Investment ManagerJob Description:Our Client is seeking a dynamic and experienced Finance Manager to join their team. The Finance Manager will play a crucial role in the...