Job Title: Client Services Consultant (6 months Maternity Contract)
Location: Cape Town, South Africa
Reference: 131633
Job Classification: Sales and Service
Career Stream: Sales
Leadership Pipeline: Manage Self: Technical (MST)
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Job Purpose:
Nedgroup Investments, a division of Nedbank Group Ltd, is seeking a Client Service Consultant to join its team in Cape Town. The role entails fostering trust, building relationships, and delivering exceptional service experiences to investors and financial planners.
Job Responsibilities:
Client Engagement:
- Address client needs with appropriate services and solutions.
- Cultivate trust and rapport with clients through expertise and care.
- Educate clients on account management procedures.
- Ensure respectful and empathetic client interactions.
- Assist clients in achieving financial goals.
- Take ownership of client requests and seek alternative solutions when necessary.
- Facilitate sales by informing clients about product features.
- Document client needs and recommend suitable products.
- Obtain referrals and leads for business growth.
- Maintain client relationships and keep them informed of progress.
- Promote the use of self-service channels.
- Collaborate with internal stakeholders to provide comprehensive financial solutions.
- Prioritize a client-centric approach in all interactions.
- Ensure clients are onboarded according to Nedbank’s standards and policies.
Nedbank Goals:
- Contribute to Nedbank’s success by meeting service excellence and personal development goals.
- Support business growth by delivering on individual and team objectives.
- Increase market share through client engagement and digital platform enrollment.
- Address obstacles and problems through teamwork and performance reviews.
- Complete sales activities as planned and take corrective action when needed.
- Uphold Nedbank’s values and contribute to its financial expertise.
Risk and Compliance:
- Mitigate risks and comply with legislative requirements.
- Report suspicious transactions.
- Stay updated on industry changes and comply with regulations.
- Manage risk effectively and adhere to company standards and policies.
People Specification:
Essential Qualifications:
- Matric / Grade 12 / National Senior Certificate
Preferred Qualification:
- Banking Services (e.g., Higher Certificate in Banking Services – NQF5)
Essential Certifications:
- None specified
Preferred Certifications:
- None specified
Minimum Experience Level:
- 2-3 years of experience as a Client Services Consultant in the Asset Management industry.
- Experience with Investments, Pension Funds, or Retirement Funds in an Asset Management Business.
- Technical understanding of Collective Investment Schemes and Retirement products.
Technical / Professional Knowledge:
- Product Knowledge
- Customer service principles
- Nedbank policies and procedures
- Customer relationship management
Behavioural Competencies:
- Building Customer Loyalty
- Planning and Organizing
- Adaptability
- Applied Learning
Contact:
For inquiries, please contact the Nedbank Recruiting Team at +27 860 555 566.
Note:
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Nedbank Credit Administrator
Reference: 131498
Job Description:
Job Purpose:
Ensure adherence to Nedbank policies and procedures, facilitating credit risk decision-making to meet regulatory and compliance requirements.
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Responsibilities:
Manage portfolios efficiently to mitigate financial losses.
Support credit teams in achieving financial targets and minimizing legal, compliance, and operational risks.
Implement business plans and initiatives to meet objectives.
Provide accurate information and administrative support to internal and external stakeholders.
Maintain high levels of quality and service delivery to ensure stakeholder satisfaction.
Deliver Management Information Systems (MIS) to management for informed decision-making.
Minimize bank risk by adhering to policies and procedures.
Enhance effectiveness and efficiency in Information Management and Credit Administration departments.
Continuously improve operations to realize measurable business value.
Stay updated on relevant legislation and industry changes.
Embrace Nedbank Vision and Values in interactions with teams and stakeholders.
Contribute to team goals through active participation and knowledge sharing.
Manage personal career growth with support from management and colleagues.
Stay updated on developments in the field through training and feedback.
Foster knowledge management and team success through collaboration.
Support Nedbank’s culture-building and corporate social responsibility initiatives.
Qualifications and Experience:
Matric / Grade 12 / National Senior Certificate.
Preferred: NQF 5 Certificate in Banking or Finance, Bachelor of Commerce in Accounting and/or Economics.
2-3 years of general banking experience.
Technical/Professional Knowledge:
Proficiency in administrative procedures and systems.
Data analysis skills.
Knowledge of Nedbank policies, procedures, vision, and strategy.
Understanding of relevant regulatory frameworks.
Strong business writing skills.
Behavioral Competencies:
Continuous learning mindset.
Collaboration skills.
Decision-making ability.
Proactive in initiating action.
Ability to handle stress.
Effective workload management.
For inquiries, contact the Nedbank Recruiting Team at +27 860 555 566.
If the desired job isn’t available, activate job alerts to stay updated on new openings
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