To ensure client centric experiences that builds sustainable client relationships, continuous client engagement, current and prospective. To enable organic growth within existing customers and acquire new customers in a competitive Wealth Management environment to ensure increase of the market share. To lead, guide, support and coach junior front-line staff of Private Wealth to execute effectively upon the business strategy, enabling the delivery of banking solutions to customers of the Private Wealth segment.
Duties and Responsibilities
Provide superior client service, regular client visits and client interactions in order to ensure that one stays close to the clients. Strong cross-sell to CIB, Bancassurance and other relevant business units Achieve quality and turnaround standards through relevant systems, processes and procedures. Keep clients updated with queries and business relations as it progresses Understand and respond to client's business and personal needs. Understand and apply the bank's risk and credit policy and manage client expectations accordingly when meetings are held with clients. Improve team efficiency and effectiveness continuously. Respond within agreed timelines to tasks and responsibilities deployed onto the relevant systems. Build sound client relationships with staff and instill trust amongst clients that Nedbank is best placed to manage the complexity of their business, personal and household requirements. Continuous client engagements needed and this to be supported with detailed call reports. Ensure the team delivers on all targeted products and services as measured through the relevant client management systems and the contribution statement. Lead teams to build and maintain effective professional relationships with low to high value profile clients through contact management. Lead teams to engage clients and in a manner that is relevant to their specific circumstances. Market and unearth sales / solution opportunities and to create advocates among their clients and new clients. Support teams to deliver quality client engagements. Manage escalated client complaint to ensure agile resolution.
Qualifications and Experience
Preferred Qualification
BCom Degree in Business Management / Finance / Marketing Certified Associate of the Institute of Bankers Master of Business Administration (MBA)
Preferred Certifications
Certified Financial Analyst
Minimum Experience Level
Minimum 8 years working experience in the Banking Industry. At least 3 years in Relationship Management, in a managerial role.
Technical / Professional Knowledge
Business terms and definitions Business writing Communication Strategies Data analysis Governance, Risk and Controls Industry trends Microsoft Office Principles of financial management Relevant regulatory knowledge Decision-making process
Behavioural Competencies
Continuous Learning High-Impact Communication Managing Work Sales Disposition Sustaining Customer Satisfaction Technical/Professional Knowledge and Skills
