About this role
Job Classification
Requisition - 146556-Melissa Cloete
Business Unit - Nedbank Private and Wealth - High Net Worth
Location - Nedbank Cape road Campus, Port Elizabeth
Working Arrangment - Hybrid (3 days in office)
Closing Date - 13 October 2026
Employment Equity Statement: Preference will be given to Applicants from Underrepresented Groups
Please note: We reserve the right to close this advertisement before the advertised closing date should operational requirements or application volumes necessitate it.
Job Family
Sales and Services
## Career Stream
Client Service
## Leadership Pipeline
Manage Self: Professional
## Job Purpose
To provide lending solutions, client service, as well as to educate clients on the convenience, security and functionality of these solutions; in order to meet business goals and exceed client expectations.
Job Responsibilities
- 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.
- Discover client's needs through connecting, understanding and delivering financial solutions with care.
- Provide financial strategies and advice using a holistic approach to help clients achieve their goals and grow financially.
- 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.
- Facilitate the sales process by informing clients of the product features and benefits.
- Fulfill clients' needs through documenting needs analysis and by providing suitable financial product solutions.
- Obtain referrals from existing clients as well as leads from other business units.
- Build, maintain and retain client relationships by keeping clients informed of progress or action taken regarding their applications, queries and requests.
- 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.
Essential Qualifications - NQF Level
- Matric / Grade 12 / National Senior Certificate
Preferred Qualification
- Bachelor of Commerce/Finance/Investments/Economics
Minimum Experience Level
- 3 - 6 years' experience as a Credit Analyst in Structured Lending/Property Finance.
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
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Please contact the Nedbank Recruiting Team at +27 860 555 566