Private Banker (Pietermaritzburg)
Nedbank Group Technology
Job Classification
Requisition: 137677 Private Banker (Pietermaritzburg)
Division: Wealth Management South Africa
TA: Nozi Masabalala
Closing Date: 31 January 2025
Please Note: Preference will be given to applicants from Underrepresented Groups
Job Family Sales And ServicesCareer Stream Relationship ManagementLeadership Pipeline Manage Self: ProfessionalFAIS Affected FAIS Affected - YesJob 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 Essential Certifications Degree in Business or Finance (e.g. BSc Economics, B Comm) Regulator Examination Level 5 Minimum Experience Level 5 years' experience in a relationship management or banking environment. 5 years' experience in developing business and providing structured lending solutions in a financial institution. 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---------------------------------------------------------------------------------------
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