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  • Posted: Oct 28, 2019
    Deadline: Not specified
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  • Nedbank Private Wealth is a wealth management business that aims to fulfil the global needs of our high-net-worth (HNW) and ultra-high-net (UHNW) clients through the provision of integrated advice and services that span banking, fiduciary services, investments, insurance and philanthropy. We are a wholly owned subsidiary of Nedbank and also offer our clie...
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    Private/Acquisition Banker

    We specialize in wealth management using a bespoke approach for high net worth individuals. You as the Private banker/Acquisitions Banker will:

    • 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
    • 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.
    • 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.

    Qualification requirements:

    • Degree in Business or Finance (e.g. BSc Economics, B Comm)
    • Certified Associate of the Institute of Bankers
    • FAIS Accreditation Regulatory Examination Level 1
    • 2-3 years in a relationship management within banking/financial services environment.

    Check how your CV aligns with this job

    Method of Application

    Interested and qualified? Go to Nedbank Private Wealth South Africa on www.linkedin.com to apply

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