Client Liaison Specialist: Investments

Job Classification Requisition - 147066 - Melissa Cloete Business Unit - Nedbank Private - High Net Worth Location - Nedbank Park Square Campus, Park Square, Umhlanga Work Arrangement - Hybrid (3 days in office) Closing Date - 7 August 2026 Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups

Job Family Sales and Services Career Stream Client Service Leadership Pipeline Manage Self: ProfessionalJob Purpose

To provide client support to Wealth Managers in order to meet business goals and exceed client expectations.Job Responsibilities

• 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.
• Consistently ensured work completed to plan; progress reviewed and corrective action taken.
• Resource utilisation produced balanced output i.e. quality; cost; business expectations and compliance.
• Complied with risk standards; monitored and corrective action taken.
• Identified and resolved work obstacles and problems effectively and had contingency options to deliver required output.
• Contributed to the crafting of polices; procedures; standards; processes; etc.
• 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.
• Initiate sales process by identifying opportunities for additional product or service sales.
• Facilitate sales process by defining bank's fulfilment requirements for the client and gathering required documents to conclude the deal.
• Provide after-sales service to bank's business clients by responding to their queries and requests in an efficient and timely manner.
• Make suggestions to improve customer satisfaction by identifying trends in customer queries and complaints and reporting these to the relevant stakeholders.
• Manage business risk by adhering to security and compliance requirements and bank's policies and procedures and ensuring that relevant documents are in place.
• Manage operational risk by following appropriate process.
• Manage client expectations by clearly explaining process and timelines. Job Responsibilities Continue
• Build a trusting relationship with clients by responding to queries and requests promptly.
• Maintain strong client relationships by proactively initiating interactions regularly.
• Nurture collaborative relationship with internal partners by referring new potential business and facilitating end-to-end process of products.
• Develop a network of internal and external service providers by identifying individuals who can assist with meeting client's needs and interacting regularly with them. Essential Qualifications - NQF Level
• Matric / Grade 12 / National Senior Certificate Preferred Qualification

Bachelor of Commerce/Finance/Investments/Economics Minimum Experience Level

• 3 years' Private Banking/ Investment House Client Service and Para-Planning experience. Technical / Professional Knowledge
• Cluster Specific Operational Knowledge
• Relevant regulatory knowledge
• Industry trends
• Business terms and definitions
• Communication Strategies
• Relevant software and systems knowledge
• Decision-making process
• Banking knowledge
• Governance, Risk and Controls
• Banking procedures Behavioural Competencies
• Advancing Sales Discussions
• Building Customer Loyalty
• Work Standards
• Collaborating
• Communication
• Managing Work

- Please contact the Nedbank Recruiting Team at +27 860 555 566