RM: Private Clients In Branch

4 days ago

South Africa Nedbank Private Wealth Full time R409 000 - R734 000 per year

RM: Private Clients In Branch

Requisition Number

Closing Date- 09 December 2025

Location-Bethlehem

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. Job 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
  • NQF Level 6 or Higher in a Financial or Business-related field essential
  • Post-Grad Degree in Financial/Business Management is an advantage
  • Valid driver's license and own reliable transport is essential
Minimum Experience Level
  • 2-5 years' Relationship management experience in the financial sector 
  • 2-3 years' experience in Business Acquisition essential
  • Experience in a Sales and Deal Origination related to a Corporate Client Portfolio within a Banking / Financial Services environment would be advantageous
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

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