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Financial Solutions Consultant

1 week ago

Johannesburg, Gauteng, South Africa Nedbank Full time
Financial Services Expertise

This position requires an experienced professional to deliver exceptional client support, meet business objectives, and exceed client expectations in the High Net-Worth Operations department.

Key Responsibilities
  • Develop and maintain a thorough understanding of investment and financial planning strategies for high-net-worth clients, juristic entities, and individuals.
  • Conduct regular portfolio reviews, documenting advice and recommendations to inform clients' investment decisions.
  • Use advanced planning software to analyze financial data and develop tailored solutions for clients.
  • Deliver personalized service, addressing client needs with timely and effective solutions that meet their expectations.
  • Cultivate long-term relationships by providing expert guidance and education on account management and self-service options.
  • Foster trust and confidence through knowledgeable client service and proactive issue resolution.
  • Determine client needs through empathetic understanding and targeted financial solutions.
  • Offer holistic financial guidance, advising clients on achieving their goals and growth opportunities.
  • Prioritize client requests, escalating complex issues to ensure prompt resolution.
  • Identify cross-selling opportunities through quality conversations and client engagement.
  • Serve as a key facilitator in the sales process, briefing clients on product features and benefits.
  • Document client needs analysis and provide suitable financial product solutions.
  • Encourage referrals from satisfied clients and leads from other business units.
  • Maintain open communication, keeping clients informed of progress or action taken regarding their applications, queries, and requests.
  • Educate clients on alternative channels, emphasizing convenience, security, and time-saving benefits.
  • Collaborate with internal stakeholders to deliver comprehensive solutions and enhance client satisfaction.
  • Provide input into client financial analysis, recommending credit approvals and monitoring security documentation returns.
  • Identify and suggest process enhancements, systems improvements, and policy updates.