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Client Engagement Manager

Client Engagement Manager

Nedbank Private WealthJohannesburg, Gauteng, South Africa
30+ days ago
Job description

Job Purpose

To execute the FICA and KYC through engaging with CIB clients on-line or at their premises to obtain verification documentation and information for purposes of ongoing due diligence reviews.

Job Responsibilities

  • Keep cost of service at acceptable levels by managing own unit expenses and capacity.
  • Plan and implement cost effective processes by aligning to best practice
  • Ensure that operations adhere to budget constraints by planning and controlling expenses.
  • Ensure early detection of issues and reporting thereof to the project and / or to the client.
  • Communication of revised timelines roadblocks change requests and resource negotiations with stakeholders by conducting meetings and / or sending emails.
  • Develop and maintain collaborative relationships with internal and external stakeholders by actively managing call programs.
  • Measure client satisfaction through self-outbound and independent external surveys.
  • Ensure clients fully understand on / off boarding processes and procedures by constantly communicating with them.
  • Build client value proposition by building strategic relationships with key internal stakeholders
  • Maintain acceptable risk profile by adhering to risk policies as evidenced by the risk officer.
  • Adhere to compliance requirements by meeting cluster requirements of 100% as reported by compliance.
  • Ensure continuity in the role and single view of clients by recording all on-site interactions with clients with client software technology.
  • Ensure communication and single service experience by clients by meeting all internal compliance governance requirements
  • Ensure quality and compliance in company sign up process by monitoring adherence to legislation.
  • Ensure that all projects are managed by following defined processes and procedures.
  • Management and escalation of risks and issues by regular feedback sessions with stakeholders
  • 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

Essential Qualifications - NQF Level

  • Matric / Grade 12 / National Senior Certificate
  • Preferred Qualification

  • Advanced Diploma / Bachelors Degree LLB or Compliance / AML Certificates.
  • Minimum Experience Level

  • Must have 3-5 years in a relationship management experience
  • 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
  • Please contact the Nedbank Recruiting Team at

    Required Experience :

    Manager

    Key Skills

    Business Development,Employee Orientation,Public Health,Account Management,VersionOne,Conflict Management,Project Management,Relationship Management,Team Management,Customer relationship management,Human Resources,Public Speaking

    Employment Type : Full Time

    Experience : years

    Vacancy : 1

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    Client Manager • Johannesburg, Gauteng, South Africa