About this role
Requisition Details
REQ Number: 148335
Location: Worcester
Closing Date: 23 October 2026
Job Family
Sales and Services
Career Stream
Relationship Management
Leadership Pipeline
Manage Self Professional
FAIS Affected
FAIS Affected - Yes
## Job Purpose
To acquire and deliver banking solutions to the high value client segment (i.e. SBS; Professional/ Financially affluent); by providing great client experiences and understanding client business and household banking needs.
Job Responsibilities
- To acquire and deliver banking solutions to the high value client segment (i.e. SBS; Professional/ Financially affluent); by providing great client experiences and understanding client business and household banking needs.
- Deliver on all targeted products and services as measured through the relevant client management systems and the contribution statement.
- Improve client service through delivering relevant products and services according to client needs.
- Maintain and build a portfolio of high value, and complex clients.
- Unearth client sales / solution opportunities and execute on these opportunities.
- Undertake thorough needs analysis across all clients spheres of financial influence and ensure clients are entrenched into Nedbank.
- Respond within agreed timelines to tasks and responsibilities deployed onto the relevant systems.
- Build and maintain effective professional relationships with high value profile clients through contact management.
- Deliver banking solutions that meet client needs.
- Understand client's business, personal and household needs.
- Build sound and sustainable client relationships and instil trust among clients that Nedbank is best placed to manage the complexity of their business / personal and household requirements.
- Proactively engage clients in a manner that is relevant to their specific circumstances.
- Collaborate with specialists in client engagements to cross sell and create value based solutions.
- Ensure work is completed to agreed principles, process and procedures; progress reviewed and corrective action taken where necessary.
- Comply with risk standards, policies and procedures through training and development as required by group compliance framework.
- Facilitate clients compliance correctness in line with Nedbank internal and regulatory standards.
- Identify and resolve any work related obstacles and problems and escalate to senior management.
- Contribute to the improvement of policies, procedures, standards and processes by applying own experience and insights where applicable.
- Understand the bank's risk and credit policy and manage client expectations accordingly.
- 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.
- Comply with internal standard procedures to facilitate the execution of client requirements.
- 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.
- 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.
- Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.
Preferred Qualification
- NQF Level 5 or Higher in a Financial or Business-related field essential
- FAIS Accreditation Regulatory Examination Level 1.
Minimum Experience Level
- 2-3 years’ experience in Business Acquisition essential
- 2-3 years' Relationship management experience would be an advantage
- Valid driver's license and own reliable transport is essential
Technical / Professional Knowledge
- Microsoft Office
- Interpersonal Skills/ Client Relationship
- Business writing
- Business terms and definitions
- Relevant regulatory knowledge
- Data analysis
- Business Acumen
- Decision-making process
- Principles of financial management
- Governance, Risk and Controls
Behavioural Competencies
- Building Networks
- Building Trusting Relationships
- Business Acumen
- Driving for Results
- Global Perspective
- Portfolio Management
- Sustaining Customer Satisfaction
- Targeting Sales Opportunities
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Please contact the Nedbank Recruiting Team at +27 860 555 566