Relationship Manager: Private Clients

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REQ Number:147943

Sales And Services

Relationship Management

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 5 or Higher in a Financial or Business-related field essential

• FAIS Accreditation Regulatory Examination Level 1.

Minimum Experience Level

• 2-3 years’ experience in Business Acquisition essential

• 2-3 years' Relationship management experience would be an advantage

• Valid driver's license and own reliable transport is essential

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

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