Job Purpose

To provide sales support services to private bankers and high net worth clients

Job Responsibilities

• Build relationships with private bankers.
• Be aware of all sales written to target at any point in time. 
• Identify leads, cross sell and up sell opportunities.
• Keep track of deals in the pipeline. Follow up on inflows and outflows.
• Ensure that information pertaining to private bankers are accurate on all systems.
• Build relationships with clients and gain an in depth understanding of their private banking needs.
• Ensure that accurate client data is maintained on all systems.
• Support the completion of quality client reviews timeously.
• Comply with all regulatory operational procedures.
• Manage risk by following the authentication process.
• Support the client experience by adhering to the onboarding, maintenance and offboarding client processes.
• Meet internal service level agreements.
• Manage risk by protecting client confidentiality through compliance with Protection of Personal Information Act.
• Comply with standards, policies and procedures prior to submitting to the operational teams for vetting.
• Recommend improvements to processes and standard operating procedures.
• Ensure that own contribution and participation contributes to the achievement of team goals.
• Create and manage own career through guidance and support of management, department and colleagues.
• 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.
• Understand and embrace the Nedbank Vision and Values by demonstrating the values through interaction with team and stakeholders.
• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (for example: staff surveys).
• Participate and support corporate social responsibility initiatives for the achievement of business strategy.

Minimum Experience Level

• 1-3 years’ experience in a client relationship role in financial industry

Essential Qualifications – NQF Level

• Matric / Grade 12 / National Senior Certificate

Preferred Qualification

• Certificate: Banking.
• RE5
• Technical / Professional Knowledge
• Microsoft Office
• Administrative procedures and systems
• Data analysis
• Business writing skills
• Relevant regulatory knowledge

Behavioural Competencies

• Building Customer Loyalty
• Initiating Action
• Applied Learning
• Communication
• Technical/Professional Knowledge and Skills
• Managing Work