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Banking & Finance

Wealth Client Liaison & Investments Specialist

Job in Durban, 4056, South Africa
Listing for: Nedbank Private Wealth
Full Time position
Listed on 2026-01-20
Job specializations:
  • Finance & Banking
    Banking & Finance
Job Description & How to Apply Below
A leading private banking institution seeks a Client Liaison Specialist to enhance client relationships and ensure exceptional service. This role involves preparing financial projections, managing client expectations, and initiating sales processes. Candidates should possess a Matric certificate and relevant experience in client service within the banking or investment sector. Strong CRM and communication skills are crucial, as well as a commitment to achieving transformation goals within the organization.
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