Acquisition Banker
1 week ago
**Job Classification**
- Requisition: 135946- Role: Acquisition Banker (Durban)- Closing Date: 4 October 2024- TA: Nozi Masabalala- Division: Nedbank Private Wealth- Employment Equity Statement: Preference will be given to individuals from underrepresented groups.- Job Family- Sales And Services
- Career Stream- Sales
- Leadership Pipeline- Manage Self: Technical
- FAIS Affected**Job Purpose**
- To acquire primary clients within the identified segment in order to generate gross operating income so that the bank can achieve its revenue, profitability and market share objectives.**Responsibilities**:
- Maximise profitability of client by matching as many products as meets his/her needs.
- Ensure that client is fully banked by cross selling and servicing to meet all identified client needs.
- Retain client by ensuring that all his banking needs are met by Nedbank.
- Source appropriate leads by building relationships, using networks, collabrating with other divisions, obtaining referrals and conducting appropriate marketing activities to target potential customers.
- Conduct needs analysis with client and match products and services to their needs by following Nedbank processes and complying with FAIS reqruiements.
- Provide accurate advice to meet client needs by maintaining knowledge, upskilling, reading widely, attending courses and being knowledgeable
- Meet client needs by providing feedback on progress, responding to requests with appropriate information/advice at all reasonable times, within turnaround times, and by managing expectations.
- Ensure that clients can use products and services by providing/organising training and demonstrations to clients.
- Build relationships with internal stakeholders and suppliers by meeting all standards and service level agreements.
- Collaborate with other departments by informing them of your role, sharing knowledge and making recommendations, referring leads and working with team to secure new accounts.
- Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters, websites and attending sessions.
- Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders.
- Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers
- Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed, experience practiced and certifications obtained and/or maintained within specified time frames.
- Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team.
- 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 social responsibility initiatives for the achievement of key business strategies.
- Identify and recommend opportunities to enhance processes, systems and policies and support implementation of new processes, policies and systems.
**People Specification**
- Essential Qualifications - NQF Level- Matric / Grade 12 / National Senior Certificate
- Preferred Qualification- Degree or Diploma (NQF level 5 or 6) in a financial or marketing field, FAIS Regulatory Examination 1 qualifications.- Minimum Experience Level- 2 years in a sales position responsible for and successful in acquiring new accounts and/or cross selling into existing accounts, in a financial services environment.
**Technical / Professional Knowledge**
- Administrative procedures and systems
- Banking procedures
- Business principles
- Data analysis
- Governance, Risk and Controls
- Relevant regulatory knowledge
- Relevant software and systems knowledge
- Business writing skills
- Product Knowledge
- Networking
- Credit management principles and requriements
- Professionalism in behaviour and personal presentation
- Behavioural Competencies- Adaptability
- Applied Learning
- Driving for results
- High-Impact Communication
- Managing Work
- Sales Disposition
- Sales Negotiation
- **_Please contact the Nedbank Recruiting Team at +27 860 555 566_
-
HNW Private Banker: Acquisition
3 weeks ago
Durban, South Africa Rory Mackie & Associates Full timeA financial services firm in Durban is seeking a Banker to source and acquire new high-net-worth clients. The ideal candidate will have over 5 years of experience in Private Banking and a strong understanding of financial services. Responsibilities include advising clients on lending products and achieving set budgets. Excellent networking, communication,...
-
Support Banker
2 days ago
Durban, South Africa Afrizan Full timeOur Client in the financial service industry is looking for a Support Banker to join their team. **Purpose**: To provide advice, support and/or sales through excellent service and solutions delivery and product knowledge to ensure an excellent banking experience for customers. **Responsibilities**: Act responsibly with work related resources in order to...
-
Private Banker: Acquisitions
2 weeks ago
Durban, South Africa Rory Mackie & Associates Full timeA financial services firm in Durban is seeking a candidate to grow client base through networking and acquisitions. This role requires providing financial advice on various lending products and delivering quality CRM services. Ideal candidates should have a relevant degree, 5-6 years of experience in the sector, and strong networking and analytical skills,...
-
Wealth Acquisition Banker
2 days ago
Durban, South Africa Nedbank Full time**Job Classification** **Requisition**: - 142149 - Melissa Cloete **Business Unit**: - Nedbank Private and Wealth; High Net Worth **Location** - Nedbank Park Square Campus, Umhlanga, KZN **Closing Date**: - 30 September 2025 **Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups** - Job Family - Sales And...
-
Private Banker
2 weeks ago
Durban, South Africa Rory Mackie & Associates Full timeThis role will require telling to, and networking within our clients specific target market to grow the client base and generate new business through a strong acquisitions focus. Responsibilities Sourcing new business through cold calling, extracting value from an existing client base, networking, and referrals Meeting specified budget and targets per...
-
Consultant, Provincial
3 weeks ago
Durban, South Africa Standard Bank of South Africa Limited Full timeOverview To drive the Client Coverage Insurance sales acquisition strategy through effective product training and coaching of the branch network (i.e. Universal Bankers). Qualifications Completed Matric Finance/Commerce qualification which is FAIS accredited NQF 5 RE5 Experience 5-7 years - Previous experience in the Banking and Sales experience in the...
-
Enterprise Banker Pipeline
1 week ago
Durban, South Africa Absa Bank Limited Full timeEmpowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job...
-
Deal Maker
1 week ago
Durban, South Africa FirstRand Full timeJob Description To generate and sustain new revenue streams across the banking product suite To originate and grow market share across the business as well as create a network to originate new business Hello Future Deal Maker, Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us...
-
Private Banking Advisor
7 hours ago
Durban, South Africa FirstRand Full timeJob Description Hello future Private Banking Advisor - Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. Role Purpose To...
-
Private Banking Analyst Private Wealth
3 weeks ago
Durban, South Africa FNB Namibia Full timePrivate Banking Analyst Private Wealth page is loaded## Private Banking Analyst Private Wealthlocations: Durbantime type: Full timeposted on: Posted Todaytime left to apply: End Date: November 30, 2025 (5 days left to apply)job requisition id: R40794# **Job Description**To assist in proactively managing a portfolio of Private Wealth Clients with a team of...