Client Liaison Specialist: Investments (KZN)

Job ClassificationRequisition - 142916 - Melissa CloeteBusiness Unit - Nedbank Private & Wealth: High Net WorthLocation - Nedbank Park Square Campus, Umhlanga, KZN - requires you to be based in RegionClosing Date - 14 November 2025Employment Equity Statement - Preference will be given to Applicants from Underrepresented GroupsJob FamilySales and ServicesCareer StreamClient ServiceLeadership PipelineManage Self: ProfessionalJob PurposeNedbank 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, we’d love to hear from you.Job Responsibilities Perform portfolio reviews, prepare records of advice/review. Financial projections using financial planning softwareUnderstanding of investment and financial planning strategies for high-net-worth, Juristic and individual clientsConsistently 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 bank's fulfilment requirements for the client and gathering required documents to conclude the deal.Provide after-sales service to bank's 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 bank's 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 client's needs and interacting regularly with them.Essential Qualifications - NQF LevelMatric / Grade 12 / National Senior Certificate Preferred QualificationAppropriate National Certificate or Diploma.Minimum Experience Level3 years' Private Banking/ Investment House Client Service and Para-Planning experienceCRM D-365 & Active Ops system experience is highly advantageousTechnical / Professional KnowledgeCluster Specific Operational Knowledge Relevant regulatory knowledge Industry trends Business terms and definitions Communication Strategies Relevant software and systems knowledge Decision-making process Banking knowledge Governance, Risk and Controls Banking procedures Behavioural CompetenciesAdvancing Sales Discussions Building Customer Loyalty Work Standards Collaborating Communication Managing Work Please contact the Nedbank Recruiting Team at +27 860 555 566