Nedbank Financial Solutions Specialist
2 weeks ago
We are seeking a skilled Client Liaison Specialist: Investments to join our team at Nedbank. As a key member of our organization, you will play a vital role in providing financial solutions to Wealth Managers and delivering exceptional client service.
About the RoleThis is an exciting opportunity to work with our clients to understand their needs and provide tailored financial solutions. You will be responsible for fostering strong relationships with clients, educating them on self-service solutions, and identifying cross-selling opportunities.
Key Responsibilities- Client Engagement:
- Respond to client needs by offering the right service and solution.
- Nurture strong, long-standing client relationships.
- Educate clients and potential clients on how to subscribe and service their account.
- Educate clients on the convenience, security and functionality of self-service solutions.
- Provide knowledgeable client service that fosters mutual trust and confidence.
- Financial Solutions:
- Discover client's needs through connecting, understanding and delivering financial solutions with care.
- Provide financial strategies and advice using a holistic approach to help clients achieve their goals and grow financially.
- Fulfill clients' needs through documenting needs analysis and by providing suitable financial product solutions.
- Nedbank Goals:
- Contribute to the success of Nedbank through meeting your service excellence, teamwork and personal development goals whilst adhering to Nedbank security, operational and compliance procedures and policies.
- Act in the client's interest, inform the client, do what you say and promise, take accountability, and go the extra mile.
- Risk and Compliance:
- Mitigate risks and meet legislative requirements (e.g. FICA, FAIS and Letter of Authority) by being accredited and updating and maintaining client information.
- Report suspicious transactions to the relevant department.
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George, Western Cape, South Africa Nedbank Full timeJob SummaryWe are seeking a skilled and experienced Financial Services Relationship Manager to join our team in George, Western Cape. The successful candidate will provide financial solutions to Wealth Managers, deliver exceptional client service, and educate clients on the convenience, security, and functionality of self-service solutions.Key...
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