Private Banking Officer

Job Purpose

The role holder is responsible for supporting the Private Banking team in managing the requirements of existing and potential clients of Nedbank Private Wealth, Ensuring the highest standards of service are maintained and always delivered, helping the team to meet the financial objectives.

?Responsibilities & Duties
Assist in the proactive development of existing client relationships
Manage the on boarding of clients introduced by Private Bankers
Liaise with the wider Nedbank Private Wealth teams to the ensure smooth handling of intermediary clients
Undertake client-related initiatives and projects as and when required
Join and lead business development initiatives, attend client meetings and social events which will on occasions be outside normal office hours.
?Prepare investment recommendations and all supporting documentation