Job Classification
Requisition - # - Melissa Cloete
Business Unit - Nedbank Wealth Management International- High Net Worth
Location - Nedbank Park Square Campus, KwaZulu Natal
Closing Date - 8 September 2025
Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups
Job Family
Sales and Service
Career Stream
Sales
Leadership Pipeline
Manage Self: Technical (MST)
FAIS Affected
FAIS Affected - Yes
Job Purpose
To provide client support to Wealth Managers in order to meet business goals and exceed client expectations.
Job Responsibilities
Client Engagement:
-Perform portfolio reviews, prepare records of advice/review.
-Financial projections using financial planning software
-Understanding of investment and financial planning strategies for high-net-worth, Juristic and individual clients
-Respond to client needs by offering the right service and solution.
-Nurture strong, long-standing client relationships.
-Educate clients and potential clients on how to subscribe and service their account.
-Educate clients on the convenience, security and functionality of self-service solutions.
-Provide knowledgeable client service that fosters mutual trust and confidence.
-Own the client request end to end and route for alternative intervention if not equipped to service the client.
-Identify cross-selling opportunities through client engagement and quality conversations.
-Fulfill clients' needs through documenting needs analysis (support for wealth manager) and by providing suitable financial product solutions.
-Educate clients on the use of alternative, cost effective, time saving and convenient self-service channels.
-Provide complete solution to clients by networking and collaborating with internal stakeholders.
-Identify and recommend opportunities to enhance processes, systems and policies.
Nedbank Goals:
-Contribute to the success of Nedbank through meeting your service excellence, teamwork and personal development goals whilst adhering to Nedbank security, operational and compliance procedures and policies.
-Act in the client's interest, inform the client, do what you say and promise, take accountability, and go the extra mile.
-Develop, retain and grow the business by delivering against individual and team goals that support a positive client experience.
-Achieve business objectives and identify quality sales leads.
Job Responsibilities Continue
Risk and Compliance:
-Mitigate risks and meet legislative requirements (e.g. FICA, FAIS and Letter of Authority) by being accredited and updating and maintaining client information.
-Report suspicious transactions to the relevant department.
-Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters, communications and training material.
Essential Qualifications - NQF Level
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-Advanced Diplomas/National 1st Degrees
Preferred Qualification
Bachelor of Commerce/Finance/Investments/Economics
Minimum Experience Level
-3 years' International Investments Client Service and Para-Planning experience
-CRM D-365 & Active Ops system experience is highly advantageous
-Customer relationship management experience
Technical / Professional Knowledge
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-Product sales skills
-Sales Strategies
-Product Knowledge
-Customer service principles
-Nedbank policies and procedures
-Customer relationship management
Behavioural Competencies
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-Building Customer Loyalty
-Building Trusting Relationships
-Sales Persuasion
-Technology Savvy
-Planning and Organizing
-Adaptability
-Applied Learning
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the Nedbank Recruiting Team at +27 860 555 566
