Private Banker (Pretoria) at Nedbank

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.

People Specification

• Essential Qualifications - NQF Level
• Matric / Grade 12 / National Senior Certificate
• National Certificates and Occupational Awards

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 Certifications
• FAIS Regulatory Examination 1 qualification

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

• 4 - 5 years experience as a Private Banker within the Wealth Management environment.

Knowledge and experience of handling a portfolio of UHNW clients with R5million NAV.

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