Relationship Manager

Relationship Manager: RRB

Company: Nedbank
Reference Number: 138162
Location: Pretoria North, Gauteng, South Africa
Closing Date: 20 June 2025
Job Type: Permanent
FAIS Status: FAIS Affected – Yes
Job Family: Sales and Services
Career Stream: Relationship Management
Leadership Pipeline: Manage Self: Professional

Job Purpose

To acquire, manage, and grow a portfolio of high-value clients (including Small Business Services, Professionals, and Financially Affluent individuals) by delivering integrated banking solutions, building long-term relationships, and providing exceptional client experiences that align with their business and household needs.

Key Responsibilities

Client Acquisition & Relationship Building

Acquire and retain high-value clients through a needs-based sales approach
Maintain and grow a complex portfolio by building trust-based relationships
Proactively engage with clients to understand business, personal, and household requirements
Collaborate with internal specialists to deliver tailored solutions

Sales & Solution Execution

Identify sales opportunities and execute cross-sell strategies
Meet performance targets using client management systems
Deliver banking solutions that address specific client challenges and financial goals

Compliance & Risk Management

Ensure adherence to Nedbank’s internal policies, FAIS requirements, and regulatory standards
Identify risk exposures and ensure clients are appropriately informed
Support clients with compliance-related requirements

Client Experience & Operational Excellence

Ensure high-quality, consistent service delivery
Use client feedback and insight to improve service and operational processes
Facilitate seamless onboarding, documentation, and ongoing account servicing
Actively contribute to continuous process improvement

Professional Development

Stay up to date with industry trends, systems, and best practices
Identify and complete relevant training as outlined in personal development plans
Share knowledge and mentor junior team members where applicable

Minimum Requirements

Education:

Required: Matric / Grade 12 / National Senior Certificate
Preferred: Advanced Diploma or Bachelor's Degree in Business, Finance, or Marketing
Additional: Full FAIS Qualification required

Experience:

Minimum 5 years’ experience in a banking environment
At least 2 years in a Relationship Banker role

Technical Knowledge & Skills Required

Microsoft Office (Word, Excel, Outlook)
Strong interpersonal, communication, and relationship-building skills
Data analysis and business writing proficiency
Knowledge of regulatory frameworks and compliance requirements
Understanding of financial management principles and portfolio management
Decision-making and sales targeting skills

Behavioural Competencies

Building Trusting Relationships
Business Acumen & Global Perspective
Sustaining Customer Satisfaction
Driving Results & Targeting Opportunities
Building Networks

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Relationship Manager