Client Liaison Specialist Banking PMB

Job Classification

Requisition Melissa Cloete

Business Unit - Nedbank Private and Wealth- High Net Worth

Location - Nedbank Pietermaritzburg

Closing Date - 3 November 2025

Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups

Job Family

Sales and Service

Career Stream

Sales

Leadership Pipeline

Manage Self : Technical (MST)

Job Purpose

This role is based at Nedbank Pietermaritzburg and requires you to be onsite.

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

Job Responsibilities

Client Engagement :

• Perform portfolio reviews preparerecords of advice / review.
• Financial projections using financial planning software
• Understanding of investment and financial planning strategies for high-net-worth Juristic and individual clients
• 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 clients 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.
• Provide input into client financial analysis make recommendations to credit and monitor the return of security documentation.
• Identify and recommend opportunities to enhance processes systems and policies.

Nedbank Goals :

Risk and Compliance :

Essential Qualifications - NQF Level

Preferred Qualification

Advanced Diploma / Degree in Administration / Banking / Commerce / Investments / Finance

Minimum Experience Level

Technical / Professional Knowledge

Behavioural Competencies

Please contact the Nedbank Recruiting Team at

Required Experience :

IC

Key Skills

Presentation Skills,Time Management,Clinical Research,Communication skills,GCP,Infusion Experience,Managed Care,Hospice Care,Conflict Management,Clinical Trials,Research Experience,Home Care

Employment Type : Temp

Experience : years

Vacancy : 1