Private Banker

Details of the offer

To deliver banking solutions to clients by understanding their business and needs through relationship management to achieve Nedbank's strategy to be the most admired bank.Job ResponsibilitiesDeliver 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 compliance framework.Research and analyse information 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, processes, 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 LevelMatric / Grade 12 / National Senior CertificatePreferred QualificationDegree in Business or Finance (e.g. BSc Economics, B Comm, Certified Associate of the Institute of Bankers, FAIS Accreditation Regulatory Examination Level 1).Minimum Experience Level2-3 years in a relationship management or banking environment.Technical / Professional KnowledgeBanking knowledgeBanking proceduresBusiness AcumenBusiness principlesBusiness writingCommunication StrategiesData analysisGovernance, Risk and ControlsMicrosoft OfficeNedbank policies and proceduresNedbank vision and strategyPrinciples of financial managementPrinciples of project managementRelevant regulatory knowledgeRelevant software and systems knowledgeDecision-making processNedbank cultureCluster Specific Operational KnowledgeCommunicationEnergyBuilding Trusting RelationshipsManaging WorkSustaining Customer Satisfaction
#J-18808-Ljbffr


Nominal Salary: To be agreed

Source: Whatjobs_Ppc

Job Function:

Requirements

Financial Manager (Operations)

A leader within the retail sector is looking for an experienced CA(SA) to join the team as a Financial Manager (Ops). This company has been in existence over...


From Network Recruitment - KwaZulu-Natal

Published a month ago

Banking Advisor

Time left to apply: End Date: October 12, 2024 (6 days left to apply)Job Requisition ID: R8202Job DescriptionTo assist in proactively managing a portfolio of...


From Rmbwestport - KwaZulu-Natal

Published a month ago

Financial Advisor

Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing ...


From Ikusasa Recruitment Group - KwaZulu-Natal

Published a month ago

Commercial Credit Analyst

Our client, a renowned National and International Financial Services Group is URGENTLY seeking to appoint a suitably qualified and experienced Corporate / Co...


From Career-Seekers Recruitment Solutions - KwaZulu-Natal

Published a month ago

Built at: 2024-11-05T23:04:18.919Z