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RM: Private Clients In Branch

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Job Description - RM: Private Clients In Branch



Requisition Details

REQ - 146178


Closing Date -09 June 2026


Location - Kathu - Northern Cape

Job Family

Sales And Services

Career Stream

Relationship Management

Leadership Pipeline

Manage Self: Professional

FAIS Affected

FAIS Affected - Yes

Job Purpose

To deliver banking solutions to clients by understanding their business and needs through relationship management to achieve Nedbanks strategy to be the most admired bank.

Job Responsibilities


  • Deliver banking solutions that meet client needs through understanding of client's business and needs through relationship management.

  • Demonstrate an understanding of risk parameters by managing client relationships according to credit principles

  • Improve results by tracking and analysing financial reports against agreed measures.  

  • Understand clients business and needs through proactive client relationship management according to portfolio mandate.

  • Build relationships with internal stakeholders through communication and networking as determined by client needs.

  • Collaborate with third parties by engaging with them as guided by requirements of solutions delivered to clients.

  • Complete tasks through planning and reviewing against set targets.

  • Manage resources (time, processes and support teams) to optimize value against client expectations.

  • Comply with risk standards,policies and procedures through training and development as required by group complianceframework

  • Research and analyse information by using problem solving techniques to propose solutions for work challenges.

  • Support the achievement of the  business strategy, objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems, process, services and solutions are aligned.

  • Identify training courses and career progression for self through input and feedback from management.

  • Ensure all personal development plan activities are completed within specified timeframe.

  • Share knowledge and industry trends with team and stakeholders during formal and informal interaction.

  • Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations.  

  • 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.


Essential Qualifications - NQF Level

  • Matric / Grade 12 / National Senior Certificate

Preferred Qualification


  • Degree in Business or Finance (e.g. BSc Economics, B Comm, Certified Associate of the Institute of Bankers.

  • FAIS Accreditation Regulatory Examination Level 1.

Minimum Experience Level


  • 2-3 years in a relationship management or banking environment

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 vision and strategy
  • Principles of financial management
  • Principles of project management
  • Relevant regulatory knowledge
  • Relevant software and systems knowledge
  • Decision-making process
  • Nedbank culture
  • Cluster Specific Operational Knowledge

Behavioural Competencies

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


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Please contact the Nedbank Recruiting Team at +27 860 555 566 


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About the Company

Nedbank Private Wealth

Stay connected to your wealth and us via our secure Nedbank Private Wealth site. You can transact and check your latest balances.

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