Client Liaison Specialist Investments (KZN)

Job Classification

Requisition Melissa Cloete

Business Unit - Nedbank Private & Wealth : High Net Worth

Location - Nedbank Park Square Campus Umhlanga KZN - requires you to be based in Region

Closing Date - 14 November 2025

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 : Professional

Job Purpose

Nedbank Private and Wealth is seeking a client-centric and detail-oriented professional to join our team as a Client Liaison Specialist Investments . In this role you will be the key point of contact for our Wealth Bankers Wealth Managers and clients by building and maintaining strong relationships through superior and hassle-free service in order to differentiate Nedbank as the banking partner of choice.

If you thrive in a dynamic environment and are passionate about delivering exceptional client experiences wed love to hear from you.

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 banks fulfilment requirements for the client and gathering required documents to conclude the deal.
• Provide after-sales service to banks 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 banks 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.
• 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 clients needs and interacting regularly with them.

Essential Qualifications - NQF Level

Preferred Qualification

Appropriate National Certificate or Diploma.

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 : Advisor

Experience : years

Vacancy : 1