Private Banking Officer

Private Banking Officers add value by assisting Private Bankers with the administrative tasks resulting from client interactions. Examples include preparing the documentation required for client meetings, composing file notes when attending client meetings, preparing investment & credit proposals and compiling annual reviews.

This role would suit a graduate calibre person with 1 to 3 years’ experience in Private Banking or Wealth Management, someone who is ready to pursue further qualifications and extensive continual development in order to progress in their career in Wealth.

The role holder will be required to demonstrate the cultural values of the business:
QUALITY - INTEGRITY - HUMILITY – COMPASSION – DEVELOPMENT

Who we are

Nedbank Private Wealth is a multi-award-winning private bank and wealth manager headquartered in the Isle of Man, with branches in London, Jersey and a representative office in the UAE. The company provides a full international wealth management offering through its wealth planning, investment management, and banking services, to both business and private clients worldwide.

All our people are expected to consistently demonstrate our 6Cs, Collaboration, Curiosity, Courage, Client Impact, Can Do Attitude and Completeness.

Main Responsibilities & Duties

• Have excellent interpersonal and communication skills in order to build trust and interact effectively with both customers and staff.
  
  
• Demonstrate initiative, adaptability and flexibility in order to deal with the demands of the job.
  
  
• Undertake advice related administrative tasks.
  
  
• Provide office cover for periods when other team members are engaged with clients.
  
  
• Deliver a high level of customer service to Nedbank Private Wealth clients in a professional, courteous and efficient manner.
  
  
• Collate, update and input data onto banking systems in a timely and accurate manner.
  
  
• Provide support and assistance to the Private Bankers in managing and maintaining their client relationships.
  
  
• Execute client requests in an accurate and timely manner, adhering to both the bank’s prevailing Policies and Procedures and relevant regulatory parameters.
  
  
• Support the Private Bankers with their annual Client Reviews.
  
  
• Assist the wider team with achieving individual and team financial targets, which may be measured by organic growth of existing clients to support overall business objectives.
  
  
• Carrying out projects and review procedures currently in place that may require updating.
  
  
To undertake such other tasks as the bank may require from time to time.

Competencies, Skills & Experience

• Good level of skill in the use of standard Microsoft applications (Word, Excel, Outlook).
  
  
• Ability to work under pressure and meet deadlines with a high degree of accuracy.
  
  
• Good level of written and oral communication skills enabling effective contact at all levels both internal and external.
  
  
• Ability to work on own initiative.
  
  
• Effective prioritisation skills.

Soft Skills

• Friendly and professional manner.
  
  
• Good interpersonal skills.
  
  
• High level of organisational and prioritisation skills.
  
  
• Adaptable and flexible to deal with the ever-changing demands of the role in meeting the needs of clients.
  
  
• Good level of analytical and problem solving.
  
  
Excellent attention to detail.



• A strong team player with a genuine desire to collaborate and assist others.

To apply

We encourage you to apply well in advance of the deadline and if you are successful, we will meet with you as soon as possible.

Our Commitment to Diversity

Nedbank Private Wealth is an inclusive employer where everyone can thrive. We are proud of the value we place on individuality, and we want you to bring your full self to work and maximise your potential. Please let us know if you require any adjustments to support you.

Direct applications only