Private Banker

Details of the offer

Job Classification
Job Family: Sales And Services
Career Stream: Relationship Management
Leadership Pipeline: Manage Self: Professional
FAIS Affected: Yes
Job Purpose
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 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 compliance framework.
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, 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 Level

Matric / Grade 12 / National Senior Certificate

Preferred Qualification
Degree 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 Level
2-3 years in a relationship management or banking environment.
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 at +27 860 555 566

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Nominal Salary: To be agreed

Source: Whatjobs_Ppc

Job Function:

Requirements

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