Location: Cape Town, South Africa

Reference: 133606

Job Classification: Sales and Services

Career Stream: Fiduciary Leadership Pipeline

Job Purpose:

Nedbank is seeking an experienced Administrator to provide comprehensive administrative, financial accounting, and tax services to high-net-worth clients, including trusts, close corporations, and private companies.

The successful candidate will contribute to Nedbank’s business strategy of creating a great place to invest.

Responsibilities:

– Attend to client requests via email, phone, and in-person

– Support client meetings and action instructions

– Supply necessary information to internal staff

– Contribute to a culture of transformation and participate in corporate social responsibility initiatives

– Identify opportunities to improve processes and recommend enhancements

– Generate annual financial statements and support documents

– Administer client affairs, including banking and distribution of funds

– Attend to statutory returns and income tax returns

– Keep abreast of legislation and industry changes

– Embrace Nedbank’s Vision and Values

– Ensure personal growth and development

– Share knowledge with the team and ensure knowledge management

Requirements:

– NQF Level Matric/Grade 12/National Senior Certificate

– Diploma (Preferred: Degree or Diploma in Commerce)

– Essential Certifications (e.g., FAIS)

– 3-5 years of experience in Tax, Accounting, and Administration

– Technical/Professional Knowledge: Microsoft Office, administrative procedures, data analysis, business writing, and relevant regulatory knowledge

– Behavioural Competencies: Customer Focus, Applied Learning, Collaborating, Communication, Managing Work, AdaptabilityIf you’re a motivated and experienced administrator, .

Client Services Consultant (6 months Maternity Contract)

Location: Cape Town, South Africa

Reference: 131633

Job Classification: Sales and Service

Career Stream: Sales Leadership Pipeline

Job Purpose:

Nedgroup Investments, an award-winning global investment business, is seeking a dynamic and well-spoken Client Service Consultant to join their team in Cape Town.

The successful candidate will build engagement, trust, and long-lasting relationships with investors and financial planners through exceptional service experiences.

Responsibilities:

– Respond to client needs and deliver tailored solutions
– Build trust and educate clients on products and services
– Own client requests end-to-end and collaborate with internal stakeholders

– Ensure great client experiences and contribute to Nedbank’s success
– Meet service excellence, teamwork, and personal development goals
– Adhere to security, operational, and compliance procedures and policies

Requirements:

– NQF Level Matric/Grade 12/National Senior Certificate
– Advanced Diplomas/National 1st Degrees (Preferred: Banking Services)
– Essential Certifications (e.g., FAIS, Letter of Authority)
– 2-3 years of experience as a Client Services Consultant in Asset Management
– Technical understanding of Collective Investment Schemes and Retirement products
– Customer service principles, Nedbank policies, and procedures
– Building Customer Loyalty, Planning, and Organizing, Adaptability, Applied Learning

APPLY HERE

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Unlock Your Sales Potential with Nedbank’s Sales Consultant Role

Are you a driven and results-oriented sales professional looking for a new challenge? Do you have a passion for building relationships and providing exceptional client service?

If so, Nedbank’s Sales Consultant role in Ngqeleni, Eastern Cape, may be the perfect opportunity for you.

As a Sales Consultant at Nedbank, you will be responsible for marketing, selling, and cross-selling Nedbank products to Retail Business Banking (RBB) clients.

Your primary goal will be to retain and grow the client base, achieve business objectives, and provide consistent excellent client service.

If you have a proven track record in sales and a strong understanding of the banking industry, we encourage you to apply.

Key Responsibilities

As a Sales Consultant, your responsibilities will include:

– Delivering and achieving sales opportunities through business unit sales strategy
– Finalizing client transactions and ensuring client signature for final product acceptance
– Improving performance based on management guidance and feedback
– Obtaining referrals from existing clients and in-branch staff
– Marketing financial products to new and existing clients and stakeholders
– Collaborating with segment colleagues to ensure new business opportunities are fulfilled
– Building relationships with clients and stakeholders through regular contact and excellent service standards

– Resolving client queries and educating clients on product offerings
– Developing effective partnerships with clients and identifying effective financial solutions

– Acting as a client’s banking partner and providing regular feedback
– Ensuring retention of clients’ full banking relationship through client service and contact

– Planning and implementing effective prospecting activities
– Meeting requirements of product applications and ensuring all client details are correct
– Scheduling work according to action plans and reporting daily sales statistics
– Ensuring effective administration and controls in the branch portfolio
– Reducing fraudulent transactions by reporting suspicious transactions
– Ensuring technical, company standards, and practices are met

Requirements and Qualifications

To be considered for this role, you will need:

– A minimum of 3 years of Retail Banking experience, with 1-2 years at Sales Consultant level
– Exposure to Small Business Services clients
– A NQF Level Matric/Grade 12/National Senior Certificate

– Preferably a Sales or Marketing Certificate or Bcomm Marketing or Commerce
– Technical/professional knowledge of administrative procedures, banking procedures, business principles, and relevant regulatory knowledge
– Business writing skills and cluster-specific operational knowledge

– Behavioral competencies in leveraging a winning sales strategy, advancing sales discussions, building trusting relationships, targeting sales opportunities, qualifying sales, building networks, driving for results, and sustaining customer satisfaction

What We Offer

At Nedbank, we offer a dynamic and supportive work environment, opportunities for growth and development, and a comprehensive total reward package. If you are a results-driven sales professional with a passion for client service, we encourage you to apply for this exciting opportunity.

How to Apply

If you meet the requirements and qualifications, please contact the Nedbank Recruiting Team. Alternatively, you can activate job alerts to be one of the first to know when new positions open up.

Don’t miss out on this opportunity to unlock your sales potential and take your career to the next level. Apply now and join the Nedbank team!

Feel free to ask if you need any further assistance!

APPLY HERE

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