About this role
Job Classification Requisition - 146556-Melissa Cloete Business Unit - Nedbank Private and Wealth - High Net Worth Location - Nedbank Cape road Campus, Port Elizabeth Working Arrangment - Hybrid (3 days in office) Closing Date - 13 October 2026 Employment Equity Statement: Preference will be given to Applicants from Underrepresented Groups Please note: We reserve the right to close this advertisement before the advertised closing date should operational requirements or application volumes necessitate it. Job Family Sales and Services Career Stream Client Service Leadership Pipeline Manage Self: Professional Job Purpose To provide lending solutions, client service, as well as to educate clients on the convenience, security and functionality of these solutions; in order to meet business goals and exceed client expectations. Job Responsibilities Respond to client needs by offering the right service and solution. Nurture strong, long-standing client relationships. Educate clients and potential clients on how to subscribe and service their account. Educate clients on the convenience, security and functionality of self-service solutions. Provide knowledgeable client service that fosters mutual trust and confidence. Discover client's needs through connecting, understanding and delivering financial solutions with care. Provide financial strategies and advice using a holistic approach to help clients achieve their goals and grow financially. Own the client request end to end and route for alternative intervention if not equipped to service the client. Identify cross-selling opportunities through client engagement and quality conversations. Facilitate the sales process by informing clients of the product features and benefits. Fulfill clients' needs through documenting needs analysis and by providing suitable financial product solutions. Obtain referrals from existing clients as well as leads from other business units. Build, maintain and retain client relationships by keeping clients informed of progress or action taken regarding their applications, queries and requests. Educate clients on the use of alternative, cost effective, time saving and convenient self-service channels. Provide complete solution to clients by networking and collaborating with internal stakeholders. Essential Qualifications - NQF Level Matric / Grade 12 / National Senior Certificate Preferred Qualification Bachelor of Commerce/Finance/Investments/Economics Minimum Experience Level 3 - 6 years' experience as a Credit Analyst in Structured Lending/Property Finance. Technical / Professional Knowledge Cluster 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 Competencies Advancing Sales Discussions Building Customer Loyalty Work Standards Collaborating Communication Managing Work --------------------------------------------------------------------------------------- Please contact the Nedbank Recruiting Team at +27 860 555 566