Private Banker at Nedbank

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
People Specification

• Minimum of 2 years experience as a Private Banker within Wealth and Investments industry.
• Digital sales experience will be advantageous

Essential
Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate
• Professional Qualifications/Honour’s Degree

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 - Essential

Essential
Preferred Certifications
Type of Exposure

• Conducting root cause analysis
• Working with a group to identify alternative solutions to work situations.
• Analysing situations or data that requires an evaluation of multiple factors
• Interacting with diverse people
• Building and maintaining effective relationships with diverse internal and external stakeholders
• Developing ways to minimise risks
• Analysing and interpreting qualitative and quantitative data
• Drafting reports
• Interacting with various levels of management
• Managing conflict situations
• Managing multiple projects
• Influencing stakeholders to obtain buy-in for concepts and ideas.
• Answering customer questions
• Sharing information in different ways to increase stakeholders understanding
• Communicating complex information orally
• Communicating complex written information
• Brainstorming ways of improving a product or situation.
• Challenging the status quo with a view to improving the environment or peoples understanding
• Identifying trends
• Checking accuracy of reports and rec
• Communicating standards to others
• Conducting gap analysis
• Conducting a needs analysis
• Comparing two or more sets of information
• Coordinating and securing buy-in from stakeholders
• Preparing and delivering presentations
• Writing business proposals
• Providing professional advice/opinion
• Using different approaches in new work situations

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