RM: Private Clients In Branch

Requisition Details

REQ - 146178

Closing Date -09 June 2026

Location - Kathu - Northern Cape

Job Family

Career Stream

Leadership Pipeline

FAIS Affected

Job Purpose

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

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

Behavioural Competencies