Job Classification
Requisition - # - Melissa Cloete
Business Unit - Nedbank Wealth Management International- High Net Worth
Location - Nedbank Park Square Campus, KwaZulu Natal
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
Job Purpose
This role is based at Nedbank Park Square Campus, Umhlanga and requires you to be onsite as and when required.
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
