Asset Management: Client Relationship Officer at Nedbank

Job Purpose

• To support the Nedgroup Investments Cash team deliver on their sales and service goals and deliver an exceptional client service to their clients.

Job Responsibilities

• Serve as a key point of contact for clients, ensuring queries are addressed promptly and professionally.
• Oversee client onboarding processes, ensuring adherence to service level agreements and a seamless experience.
• Maintain clear and consistent communication with clients and internal stakeholders to deliver exceptional service.
• Identify and resolve common service breakdowns, implementing corrective measures to enhance client satisfaction.
• Monitor daily cash CRM flows and track client instructions to ensure operational efficiency.
• Support Cash Business Development Consultants with administrative tasks and client engagement activities.
• Collate and distribute monthly and quarterly client reports accurately and on time.
• Ensure timely distribution of market-related information to clients and stakeholders.
• Provide performance data to survey providers within required timeframes.
• Assist in planning and executing client events, ensuring high-quality delivery and engagement.
• Continuously seek opportunities to improve business processes and systems, adding value to Nedgroup Investments.
• Reduce application errors and improve data quality by identifying frequent issues and implementing corrective actions.
• Stay informed on relevant legislation and industry changes by engaging with newsletters, websites, and training sessions.
• Share knowledge within the team to ensure consistent and accurate information is provided to stakeholders.
• Contribute to a culture that supports transformation goals by participating in Nedbank culture-building initiatives (e.g., staff surveys).
• Demonstrate alignment with Nedgroup Investments’ vision and values in all interactions.
• Take ownership of personal development by identifying training opportunities and completing learning activities and certifications within required timeframes.

People Specification

• We believe in employing highly motivated, sharp and quality orientated people that thrive in a culture that celebrates and supports diversity within an environment that is creative, collaborative, challenging and dynamic.  
• Aligned to our core purpose of enabling our investors to achieve their investment goals, we are committed to enabling our staff achieve their full potential and long-term career growth at Nedgroup Investments.

Specifically for this role, we are looking for:

• High standard of personal presentation.
• Self-motivated and well organised with an ability to adapt and tackle a wide variety of challenges.
• Ability to deal with people both within the organisation and external customers

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate
• Advanced Diplomas/National 1st Degrees

Preferred Qualification

• Bachelor of Commerce or Investments Qualification

Minimum Experience Level

• 1 - 2 years Asset Management and Banking experience

Technical / Professional Knowledge

• Communication Strategies
• Data analysis
• Governance, Risk and Controls
• Nedbank policies and procedures
• Principles of financial management
• Principles of project management
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Cluster Specific Operational Knowledge
• Credit and risk Knowledge

Behavioural Competencies

• Building Partnerships
• Earning Trust
• Energy
• Facilitating Change
• Innovation
• Work Standards
• Planning and Organizing
• Customer Focus