Client Liaison Specialist: Investments (George)

Job Classification

Requisition - 142746- Melissa Cloete

Cluster - Nedbank Private and Wealth: High Net Worth

Location - George 

Closing Date - 13 November 2025

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

Job Family

Career Stream

Leadership Pipeline

Job Purpose

This role is based at the Nedbank George, Southern Cape Offices. As such you will be required to be on-site as and when required.

To provide client support to Wealth Managers in order to meet business goals and exceed client expectations.

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

• Bachelors Degree in Commerce/Finance/Investments or Economics 

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
• Certified Financial Planner (CFP) or in process of completing CFP will be highly advantageous

Technical / Professional Knowledge

Behavioural Competencies