Jobs Career Advice Signup
X

Send this job to a friend

X

Did you notice an error or suspect this job is scam? Tell us.

  • Posted: Nov 8, 2021
    Deadline: Not specified
    • @gmail.com
    • @yahoo.com
    • @outlook.com
  • Nedbank Group Limited is a bank holding company that operates as one of the four largest banking groups in South Africa. The company's shares have been listed on the JSE Limited since 1969. The group offers a wide range of wholesale and retail banking services through four main business clusters, namely Nedbank Corporate and Investment Banking, Nedbank Retai...
    Read more about this company

     

    Private Banker

    Job Purpose

    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

    • 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

    • 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, process, 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

    • Professional Qualifications/Honour’s Degree

    Essential Certifications

    • FAIS Qualification Regulatory Examinations 1 Qualification

    • FAIS Regulatory Examination 1 qualification

    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

    Minimum of 2 years experience as a Private Banker within Wealth and Investments industry.

    Digital sales experience will be advantageous

    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

    Method of Application

    Interested and qualified? Go to Nedbank on jobs.nedbank.co.za to apply

    Note: Never pay for any training, certificate, assessment, or testing to the recruiter.

  • Send your application

    View All Vacancies at Nedbank Back To Home

Subscribe to Job Alert

 

Join our happy subscribers

 
 
 
Send your application through

GmailGmail YahoomailYahoomail