Client Liaison Specialist: Investments

**Job Classification**

**Requisition** - 140950 - Melissa Cloete

**Business Unit**:

- Nedbank Wealth Management International
- High Net Worth

**Location**:

- Nedbank Park Square Campus, KwaZulu Natal

**Closing Date** - 25 July 2025

**Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups**
- Job Family
- Sales and Service
- Career Stream
- Sales
- Leadership Pipeline
- Manage Self: Technical (MST)
- FAIS Affected
- FAIS Affected - Yes

**Job Purpose**
- To provide client support to Wealth Managers in order to meet business goals and exceed client expectations.

**Responsibilities**:

- Client Engagement:

- Perform portfolio reviews, prepare records of advice/review.
- Financial projections using financial planning software
- Understanding of investment and financial planning strategies for high-net-worth, Juristic and individual clients
- 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.
- Own the client request end to end and route for alternative intervention if not equipped to service the client.
- Identify cross-selling opportunities through client engagement and quality conversations.
- Fulfill clients' needs through documenting needs analysis (support for wealth manager) and by providing suitable financial product solutions.
- Educate clients on the use of alternative, cost effective, time saving and convenient self-service channels.
- Provide complete solution to clients by networking and collaborating with internal stakeholders.
- Identify and recommend opportunities to enhance processes, systems and policies.
- 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.
- Develop, retain and grow the business by delivering against individual and team goals that support a positive client experience.
- Achieve business objectives and identify quality sales leads.

**Job Responsibilities Continue**
- 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.
- Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters, communications and training material.
- Essential Qualifications - NQF Level
- Advanced Diplomas/National 1st Degrees
- Preferred Qualification
- Bachelor of Commerce/Finance/Investments/Economics
- Minimum Experience Level
- 3 years' Private Banking/ Investment House Client Service and Para-Planning experience
- CRM D-365 & Active Ops system experience is highly advantageous
- Customer relationship management experience

**Technical / Professional Knowledge**
- Product sales skills
- Sales Strategies
- Product Knowledge
- Customer service principles
- Nedbank policies and procedures
- Customer relationship management
- Behavioural Competencies
- Building Customer Loyalty
- Building Trusting Relationships
- Sales Persuasion
- Technology Savvy
- Planning and Organizing
- Adaptability
- Applied Learning
- **_Please contact the Nedbank Recruiting Team at +27 860 555 566_