Relationship Manager: Private Clients

3 weeks ago

Johannesburg, South Africa Nedbank Full time

**Job Classification**
- Req Number - 133069- Location - Fourways- Closing Date - 02 April 2024- 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- Degree in Business or Finance (e.g. BSc Economics, B Comm, Certified Associate of the Institute of Bankers, FAIS Accreditation Regulatory Examination Level 1.- 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_

  • Private Clients Advisor-5

    2 weeks ago

    Johannesburg, Gauteng, South Africa Rmbwestport Full time

    Private Clients Advisor-5 page is loaded Private Clients Advisor-5 Apply locations Johannesburg time type Full time posted on Posted Yesterday job requisition id R13483 Job DescriptionTo deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to...

  • Client Relationship Manager

    3 weeks ago

    Johannesburg, South Africa DPT Recruitment Full time

    **Job Purpose** The purpose the Client Relationship Manager is to grow the loan book and monitor, plan, coordinate, implement and manage all activities related to the development of housing from acquisition through construction completion and permanent loan conversion. **Key Performance Areas** **Project Management** - Develop project indicators and...

  • Private Banking Analyst Private Clients

    4 weeks 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. -...

  • Client Relationship Manager

    3 weeks ago

    Johannesburg, South Africa Iress Limited Full time

    See yourself being part of a large, transformational change? This could be the role for you! Who We Are At Iress, we believe technology should help people perform better every day. Since our beginning in 1993, people across financial services have trusted us to take their performance to the next level. From the world’s most established financial brands...

  • Client Relationship Manager

    2 weeks ago

    Johannesburg, Gauteng, South Africa Iress Limited Full time

    See yourself being part of a large, transformational change? This could be the role for youWho we areAt Iress, we believe technology should help people perform better every day. Since our beginning in 1993, people across financial services have trusted us to take their performance to the next level. From the world's most established financial brands to new...

  • Private Clients Advisor

    4 weeks ago

    Johannesburg, South Africa FirstRand Full time

    Job Description To deliver exceptional experience and education to Private Clients/Private Clients RMB 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 principles - Contribute to the development of larger...

  • Private Clients Advisor-6

    2 weeks ago

    Johannesburg, Gauteng, South Africa Firstrandjobs Full time

    Private Clients Advisor-6 page is loaded Private Clients Advisor-6 Apply locations Johannesburg time type Full time posted on Posted 2 Days Ago job requisition id R13484 Job DescriptionTo deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to...

  • Client Relationship Manager

    4 weeks ago

    Johannesburg, South Africa Iress Limited Full time

    See yourself being part of a large, transformational change? This could be the role for you! Who we are At Iress, we believe technology should help people perform better every day. Since our beginning in 1993, people across financial services have trusted us to take their performance to the next level. From the world’s most established financial brands...

  • Private Client Advisor C

    4 weeks ago

    Johannesburg, South Africa FirstRand Full time

    About us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: - To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and...

  • Private Clients Advisor-3

    2 weeks ago

    Johannesburg, Gauteng, South Africa FirstRand Full time

    Job DescriptionTo deliver exceptional experience and education to Private Clients/Private Clients RMB 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 principles Contribute to the development of larger...

  • Relationship Manager

    3 weeks ago

    Johannesburg, South Africa Africa-one Consulting and Research Pty (Ltd) Full time

    **Key Performance Areas** - Responsible for managing the relationships between the Fund and the private and provide information on how to apply. - Develop and implement the Broadband Access Fund's stakeholder engagement strategy and model. - Working with the Fund team to assess and manage the stakeholder engagements /relationship. - To build, managing,...

  • Private Clients Advisor-5

    1 month ago

    Johannesburg, South Africa FirstRand Bank Limited Full time

    Description To deliver exceptional experience and education to Private Clients/Private Clients RMB 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 principles Contribute to the development of larger...

  • Private Banker

    2 weeks ago

    Johannesburg, Gauteng, South Africa Standard Bank Of South Africa Limited Full time

    Business Segment: Archived_01_Personal and Private Banking To grow, retain and execute on the private segment offering, related initiatives and activities aimed at creating value for the client and the bank (i.e. optimising client experience, building deep relationships and create profitability for the bank). Qualifications Minimum QualificationsDegree (NQF...

  • Private Banker Private Clients Rmb C

    2 weeks ago

    Johannesburg, Gauteng, South Africa FirstRand Full time

    About us, purpose, experience and qualificationsabout us:- make a promise- be deeply invested- value our differences- build trust, not territory- have courage- always do the right thingpurpose: To proactively acquire new clients and develop, maintain and expand a client portfolio through high touch professional and personalised relationships with high net...

  • Private Banking Analyst Private Wealth

    2 weeks ago

    Johannesburg, Gauteng, South Africa Rmb Full time

    Private Banking Analyst Private Wealth page is loaded Private Banking Analyst Private Wealth Apply locations Johannesburg time type Full time posted on Posted Yesterday job requisition id R14174 Job DescriptionTo assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and...

  • Client Relationship Manager

    2 weeks ago

    Johannesburg, Gauteng, South Africa Astor Motor Recruitment Full time

    AUTO BODY (PANEL SHOP) EXPERIENCE IS PREFERRED FOR THIS POSITION Our client is a premier auto body repair shop, dedicated to providing high-quality services to their clients. We are looking for an experienced and motivated Client Relationship Manager to join our team and help us maintain and grow our client base. You will partially perform Service Advisor...

  • Client Relationship

    2 weeks ago

    Johannesburg, Gauteng, South Africa The Corporate Circle Full time

    Job Overview:Date Posted: Posted 5 months ago-Location: Johannesburg, Gauteng-Job Title: Client Relationship / Practice Manager-Salary: R35,000-Education Level: Bachelors Degree-Job Level: Senior-Minimum Experience: 5- 7 YearsClient Relationship / Practice Manager - Johannesburg:A Client Relationship / Practice Manager job vacancy is currently available in...

  • Client Relationship

    2 weeks ago

    Johannesburg, Gauteng, South Africa The Corporate Circle Full time

    Job OverviewDate Posted:Posted 3 hours agoLocation:Johannesburg, GautengJob Title:Client Relationship / Practice ManagerSalary:R35,000Education Level:Bachelors DegreeJob Level:SeniorMinimum Experience:5- 7 YearsClient Relationship / Practice Manager - Johannesburg.A Client Relationship / Practice Manager job vacancy is currently available in Sandton,...

  • Client Relationship Manager

    2 weeks ago

    Johannesburg, Gauteng, South Africa Astor Motor Recruitment Full time

    Auto Body (Panel Shop) Experience is Preferred for This PositionOur client is a top-notch auto body repair shop, committed to delivering top-tier services to their clients. We are in search of a skilled and enthusiastic Client Relationship Manager to join our team and assist us in maintaining and expanding our client base. Your responsibilities will include...

  • Client Relationship Manager

    2 weeks ago

    Johannesburg, Gauteng, South Africa POP WAREHOUSE (Pty) Ltd Full time

    Job Description - Client Relationship Manager (Events) - Start Date 1March 2023Job Summary:Maintain the company's existing relationships with a client/ group of clients so that the clients continue to engage with POP Logistics in a sustainable and positive mannerReporting Structure:Reports into National Head of Client Services Cape Town OR JohannesburgMin...