RM:  Private Clients

RM: Private Clients
Requisition Number: 143276
Closing Date: 06 January 2026
Location:

• Nedbank Pretoria
• Nedbank Centurion
• Nedbank Midrand

Job Family: Sales And Services
Career Stream: Relationship Management
Leadership Pipeline: Manage Self: Professional
FAIS Affected: Yes

Job Purpose
To provide banking solutions to clients by comprehending their business and requirements through effective relationship management, thereby supporting Nedbank's strategy to become the most admired bank.

Job Responsibilities

• Deliver banking solutions that fulfill client needs by gaining insights into their business and requirements through relationship management.
• Exhibit an understanding of risk parameters by nurturing client relationships in accordance with credit principles.
• Enhance performance by monitoring and analyzing financial reports against established benchmarks.
• Grasp clients' business and requirements through proactive relationship management in line with the portfolio mandate.
• Foster relationships with internal stakeholders through effective communication and networking based on client needs.
• Collaborate with third parties by engaging them as dictated by the requirements of the solutions provided to clients.
• Complete tasks by planning and reviewing progress against set objectives.
• Manage resources (time, processes, and support teams) to maximize value in alignment with client expectations.
• Adhere to risk standards, policies, and procedures through necessary training and development as outlined by the group compliance framework.
• Conduct research and analysis using problem-solving techniques to suggest solutions for work-related challenges.
• Support the attainment of business strategy, objectives, and values by reviewing Nedbank and Business Unit Plans, ensuring that delivered systems, processes, services, and solutions are aligned.
• Identify training opportunities and career advancement for oneself using feedback and input from management.
• Ensure all activities within the personal development plan are completed within the designated timeframe.
• Share knowledge and industry trends with team members and stakeholders during both formal and informal interactions.
• Garner support for the development of new or enhanced processes (e.g., operational processes) that will improve the operations of stakeholders' businesses by emphasizing benefits in favor of implementing recommendations.
• Contribute to a culture that supports the achievement of transformation goals by participating in Nedbank culture-building initiatives (e.g., staff surveys).
• Engage and support corporate responsibility initiatives to meet business strategy (e.g., Green Strategy).
• Look for opportunities to enhance business processes and systems by identifying and proposing effective operational improvements that add value to Nedbank.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate

Preferred Qualification

• NQF Level 5 or higher in a Financial or Business-related field is essential
• Post-graduate degree in Financial/Business Management is advantageous
• A valid driver's license and reliable transport are essential

Minimum Experience Level

• 3-5 years of experience in relationship management within the financial sector is required
• 2-3 years of experience in business acquisition is essential
• Experience in sales and deal origination related to a corporate client portfolio within a banking or financial services environment is advantageous

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's vision and strategy
• Principles of financial management
• Principles of project management
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Decision-making processes
• Nedbank culture
• Cluster-specific operational knowledge

Behavioural Competencies

• Communication
• Energy
• Building Trusting Relationships
• Managing Work
• Sales Disposition
• Sustaining Customer Satisfaction

Please reach out to the Nedbank Recruiting Team at +27 860 555 566.