Private Banker

2 weeks ago

Johannesburg, South Africa Nedbank Full time

**Job Classification**

**Job Requisition** - 124097**Closing Date** - 02 March 2023**Location** - Sandton, Johannesburg**Business Unit -** Nedbank Wealth Cluster - Wealth Management SA Division - Digital Advisory Services**Please Note:

- Preference will be given to Applicants 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**:
**Private Banker DAS refers to Private Banker Digital Advisory Services - it is a Virtual Private Banker role**
- 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.

**People Specification**
- Essential Qualifications - NQF Level- Matric / Grade 12 / National Senior Certificate
- Essential Qualification- Degree in Business or Finance (BSc Economics, B Comm or equivalent)- FAIS Accreditation Regulatory Examinations RE 5- Certified Financial Planner (CFP)- Essential Certifications- Preferred Certifications- Minimum Experience Level- 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_

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