Client Liaison Specialist: Investments (KZN)

Job Classification

Requisition - 142916 - Melissa Cloete

Business Unit - Nedbank Private & Wealth: High Net Worth

Location - Nedbank Park Square Campus, Umhlanga, KZN - requires you to be based in Region

Closing Date - 14 November 2025

Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups

Job Family

Career Stream

Leadership Pipeline

Job Purpose

Nedbank 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 software
• Understanding of investment and financial planning strategies for high-net-worth, Juristic and individual clients
• Consistently 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 Level

Preferred Qualification

Appropriate National Certificate or Diploma.

Minimum Experience Level

• 3 years' Private Banking/ Investment House Client Service and Para-Planning experience
• CRM D-365 & Active Ops system experience is highly advantageous

Technical / Professional Knowledge

Behavioural Competencies