Nedbank Vacancies

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Asset Mngt: Special Admin Manager

Job Classification

Nedgroup Investments is an award-winning global investment business with a growing presence in Europe. Nedgroup Investments offers a wide range of investment solutions for retail and institutional investors. Nedgroup Investments is a division of Nedbank Group Ltd, leveraging the investment and financial expertise of one of South Africa’s largest financial services groups. The Nedgroup Investments Best of Breed™ philosophy sees us partner with select fund managers who we believe are able to provide consistent long-term outperformance for our clients. These fund managers are experts in their field of specialisation and we tend to partner with them for long periods of time giving them sufficient opportunity to deliver on their mandate objectives. We obsess about long-term performance and our top priority is to deliver a superior investment experience for our clients.

Job Family

Client Services, Administration and Operations

Career Stream

Client Services and Operations

Leadership Pipeline

Manage Others

Job Purpose

To support business objectives by managing fulfilment of requests from clients and staff in order to achieve business results with effective level of client satisfaction and risk management

Job Responsibilities

  • Manage financial losses through efficient management of risk and processes
  • Ensure effectiveness of processes by tracking, measuring and analysing data relating to work processes
  • Perform effective planning to ensure capacity meets business requirements
  • Improve efficiency by looking at ways of re-engineering or automating processes
  • Maintain a capable high performing team and ensure an environment for optimal performance is created by identifying talent pool through conducting career conversations, utilising the talent grid principles and developing talent retention programmes
  • Administration of investment products end to end, that is from client onboarding to client exit.

People Specification

We believe in employing highly motivated, sharp and quality orientated people that thrive in a culture that celebrates and supports diversity within an environment that is creative, collaborative, challenging and dynamic.  Aligned to our core purpose of enabling our investors to achieve their investment goals, we are committed to enabling our staff achieve their full potential and long-term career growth at Nedgroup Investments. Specifically for this role, we are looking for:

  • High standard of personal presentation
  • Self-motivated and well organised with an ability to adapt and tackle a wide variety of challenges
  • Ability to deal with people both within the organisation and external customers.

Essential Qualifications – NQF Level

  • Matric / Grade 12 / National Senior Certificate
  • Professional Qualifications/Honour’s Degree

Preferred Qualification

  • Honours degree in Commerce 

Minimum Experience Level

  • 7 years plus in financial services – Asset management
  • 5 years plus in management of people
  • 7 years plus in an investment administration management role
  • Experience to have automated or digitised some of these processes in previous roles
  • Understanding the regulatory environment governing these products and processes in Investment industry
  • Worked as a Team Leader or Manager in Client Services Centre in Asset Management

Technical / Professional Knowledge

  • Strategic planning
  • Budgeting
  • Financial Accounting Principles
  • Performance management
  • Business administration and management
  • Business principles
  • Business terms and definitions
  • Communication Strategies
  • Staff resource planning
  • Operations planning
  • Employee training/development
  • Diversity management
  • Relevant Nedbank product knowledge
  • Relevant regulatory knowledge
  • Governance, Risk and Controls
  • Change management
  • Principles of project management
  • Business writing skills
  • Management information and reporting principles, tools and mechanisms
  • Service level agreements
  • Consumer behaviour
  • Client Service Management
  • Client service principles
  • Organisational systems

Behavioural Competencies

  • Building Partnerships
  • Planning and Organizing
  • Building talent
  • Delegation and Empowerment
  • Coaching
  • Leading Change

Client Advisor

Job Purpose

Educate clients on the functionality of self-service digital solutions, whilst solving for their sales and service needs, in order to meet business goals and growing market share.

Job Responsibilities

Client Engagement:

  • Respond to client needs by offering the right service and solution.
  • Build client trust by applying your expertise and experience to do good for your client.
  • Educate clients and potential clients on how to subscribe and service their account.
  • Treat clients with respect, build trust, show care and humility in all client interactions.
  • Help clients achieve their goals and grow financially.
  • Own the client request end to end and route for alternative intervention if not equipped to service the client.
  • Entrench clients and deliver value through cross selling.
  • Facilitate the sales process by informing clients of the product features and benefits.
  • Document client needs analysis and provide corresponding product solutions.
  • Obtain referrals from existing clients as well as leads from other business units.
  • Build, maintain and retain client relationships by keeping clients informed of progress or action taken regarding their applications, queries, and requests.
  • Educate clients on the use of, secure, alternative, cost effective, time saving and convenient self-service channels.
  • Collaborate with internal stakeholders to provide complete financial solutions for clients.
  • Ensure great client experiences by making the client feel welcome, listened to, and owning and solving their financial problems.
  • Ensure clients are onboarded in line with Nedbank’s product strategy, policy, and procedure.
  • Act with a client first mindset in all client engagements.

Nedbank Goals:

  • Contribute to the success of Nedbank through meeting your service excellence, teamwork and personal development goals whilst adhering to Nedbank security, operational and compliance procedures, and policies.
  • Develop, retain, and grow the business by delivering against individual and team goals that support a positive client experience.
  • Increase market share of primary clients by entrenching clients through Core+ needs discussions, salary and debit order switching as well as enrolling clients on the various digital platforms.
  • Identify and resolve work obstacles and problems through participating in team meetings, sharing information and reviewing performance against targets and standards.
  • Ensure all sales activities are completed to plan, progress reviewed, and corrective action taken.
  • Support the achievement of the sales and service strategy objectives and values.
  • Enable Nedbank’s strategy of being financial experts who do good.
  • Covert leads into sustainable business for Nedbank in a responsible manner.

Risk and Compliance:

  • Mitigate risks and meet legislative requirements (e.g. FICA, FAIS and Letter of Authority) by being accredited and updating and maintaining client information.
  • Report suspicious transactions to the relevant department.
  • Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters, communications, and training material.
  • Manage risk by meeting technical, company standards, practices, and resource management (e.g. ultra-violet lights to identify false identity documents).
  • Be a responsible employee by being compliant to Nedbank policies, controls, regulations, and banking legislation.

Essential Qualifications – NQF Level

  • Diploma

Preferred Qualification

FAIS Approved Qualification

RE5

Minimum Experience Level

  • Must have 2- 4 years Banking Experience – NQF 5
  • Sales, Relationship experience

Technical / Professional Knowledge

  • Product sales skills
  • Sales Strategies
  • Product Knowledge
  • Customer service principles
  • Nedbank policies and procedures
  • Customer relationship management

Behavioural Competencies

  • Building Customer Loyalty
  • Building Trusting Relationships
  • Sales Persuasion
  • Technology Savvy
  • Planning and Organizing
  • Adaptability
  • Applied Learning

Service Team Leader

Job Purpose

To deliver outstanding client services; manage service capacity; deploy and move staff to meet servicing demand and to manage the Branch’s administrative and services portfolio.

Job Responsibilities

  • Nedbank Goals:
  • Our goal is to be the best in client experience for our clients and make a real lasting difference for our clients.
  • Identify and support service opportunities and collaborate with service teams across Branch types to inspire team to define and implement action plans to grow profit and market share through service interventions.
  • Manage controllable expenses (i.e. overtime, stationery, telephone, traveling) within the agreed financial parameters.
  • Client Engagement:
  • Identify client’s service needs and opportunities. 
  • Ensure service teams are prepared for client engagements and to improve client experience.
  • Study client feedback reports from service teams and address/ action plan root causes with teams to achieve service excellence goals.
  • Drive client experience aligned to the Nedbank brand pillars and Service excellence promise to Caringly connect and deliver value for our clients.
  • Ensuring that the Branch meet the defined service standards and corporate image requirements. 
  • Educate clients to shift towards servicing through digital channels to provide them with convenient alternatives.
  • Ensure compliment and complaint management.
  • Explore client acquisition opportunities and drive quality leads or assist clients to open accounts via the Nedbank Money App where no advice is required.
  • Walk the floor regularly during the day, greet clients and ensure that they are being serviced in line with Nedbank service principles and are visible and available to clients at all times.
  • Manage capacity of service staff against client demand, real time.
  • Monitor staff client ratings and implement corrective coaching where needed or celebrate great service behaviour.
  •  Risk and Ops:
  • Manage operational activities as per the Branch Risk Observation Training Analysis (BROTA), Control Check list, branch cash holdings, Document Management Portal and compliance training. 
  • Manage cash related activities to reduce the operational and reputational risk.
  • Monitor Risk and Compliance reports and act on key risk and non-compliance matters.
  • Embrace workforce and queue management to ensure optimal store efficiency. 
  • Manage the security aspects of day to day risks.
  • Ensure adherence to process mandates limits. 
  • Ensure all equipment is maintained and conduct checks to ensure all self service devices are operational.
  • Lead:
  • Participate in the preparation of business performance reports to engage management on a regular basis.
  • Translate business goals into team and personal goals based on team roles and responsibilities.
  • Ensure team is trained and compliant and have the necessary tools to deliver on their goals.
  • Inspire the use of learning tools and identify development and growth opportunities for individuals and teams.
  • Engage team on performance through regular performance discussions on personal and business goals and use creative means, brainstorm opportunities for continuous improvement to be more efficient in delivery and be more effective in meeting client needs.
  • Be an example to team and others by bringing the Nedbank values and behaviours to life through own behaviour, practice and self-growth. 
  • Lead through coaching, mentoring, facilitating and inspiring teams and stakeholders.
  • Ensure and lead consequence management, discipline and effective employee relations.
  • Manage staff onboarding process for staff to become proficient, confident and knowledgeable.
  • Ensure and lead consequence management, discipline and effective employee relations.

Essential Qualifications – NQF Level

  • Matric / Grade 12 / National Senior Certificate

Minimum Experience Level

  • Must have 3 – 6 years Banking, Risk & Regulatory exposure
  • Must have 2 years’ experience in a client facing retail sales environment and 1 years’ experience in people management

Technical / Professional Knowledge

  • Coaching principles
  • Nedbank policies and procedures
  • operational procedures
  • Change management
  • Governance, risk and controls
  • Problem solving skills

Behavioural Competencies

  • Building Customer Relationships
  • Decision Making
  • Planning and Organizing
  • Execution
  • Customer Focus
  • Coaching
  • Delegation and Empowerment

BI Developer

Job Purpose

To engage and build customer relations by providing business intelligence visually through data provisioning and reporting to enable Nedbank to achieve excellence in execution.

Job Responsibilities

  • Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives for the achievement of key business strategies
  • Participate and support corporate social responsibility initiatives
  • Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems
  • Demonstrate understanding of business needs through collaboration with business analysts to deliver on requirements
  • Align to datamart model; data standards; metadata and operational level agreements by collaborating with relevant internal stakeholders.
  • Consult with vendors by identifying technical requirements for implementation Execute on milestones through application of technical knowledge to planning delivery
  • Contribute to document creation by attending technical design sessions
  • Utilize resources by adhering to standards; policies and procedures
  • Align and continuously improve set processes by identifying innovation opportunities (belongs in Transformation and Innovation Results dimension)
  • Identify and mitigate risk by executing within governance
  • Resolve incidents by logging and tracking through correct channels Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions
  • Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders
  • Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers
  • Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and/or maintained within specified time frames
  • Ensure information is shared with stakeholders and team during formal and informal interaction
  • Manage production environment through building; maintaining and monitoring of load processes according to operational level agreements
  • Produce business information and management information by collaborating with architecture and requirements creator and business users

Job Responsibilities Continue

People Specification

Essential Qualifications – NQF Level

  • Diploma

Preferred Qualification

Degree in Information Technology

Essential Certifications

  • Certification applicable to relevant technology

Preferred Certifications

Minimum Experience Level

3-5 years relevant Business Intelligence experience of which 1-2 years’ experience is in a data management role.

Essential Technical/Professional Knowledge:

  • SQL/Oracle Development Experience
  • Microsoft Power BI Dashboard Development 
  • ETL Development

Technical / Professional Knowledge

  • Administrative procedures and systems
  • Banking knowledge
  • Banking procedures
  • Business principles
  • Business terms and definitions
  • Data analysis
  • Governance, Risk and Controls
  • Microsoft Office
  • Relevant regulatory knowledge
  • Relevant software and systems knowledge
  • Business writing skills
  • Cluster Specific Operational Knowledge

Behavioural Competencies

  • Decision Making
  • Initiating Action
  • Innovation
  • Work Standards
  • Managing Work
  • Quality Orientation

Manager New Business Admin

Job Purpose

To support business objectives by managing fulfilment of requests from clients and staff in order to achieve business results with effective level of client satisfaction and risk management

Job Responsibilities

  • Manage financial loses by ensuring correctness, accuracy of flow of information
  • Ensure achievement of financial targets by meeting client service standards and efficiencies
  • Serve subordinates by effective performance management i.e. managing top and under performers
  • Build and maintain warm working relationships with peers and managers through regular interaction and teamwork.
  • Ensure sound relationships with external stakeholders by managing client and stakeholder expectations through appropriate communication and forums.
  • Ensure effectiveness of processes by tracking, measuring and analysing data relating to work processes.
  • Check and ensure capacity meets business requirements by effectively planning for demand.
  • Ensure team efficiency by monitoring productivity and highlight inefficiencies in processes.
  • Improve efficiency by looking at ways of re-engineering processes.
  • Manage service level agreements with all stakeholders through regular monitoring of efficiencies and engagement with stakeholders.
  • Ensure delivery by using the correct systems and access levels.
  • Manage performance of staff by implementing performance agreements, ensuring a clear vision, agreeing on goals and objectives, providing regular feedback on performance, recognising and rewarding achievement and take appropriate corrective action where required.
  • Mentor and coach staff on identified performance gaps by discussing these performance gaps and agree on appropriate action to be taken.
  • Create an environment to motivate staff to perform and contribute to the success of the business by creating environment of teamwork through engaging with staff (sharing information) and encouraging participation in decision making processes.
  • Stay abreast in field of expertise and deliver on the expectations from stakeholders by building capability of self and staff through identifying current and future training and development needs.
  • Contribute to team effectiveness by  following the recruitment process when recruiting talent.
  • Ensure that development plans for self and team are implemented and met
  • Maintain a capable high performing team and  ensure an environment for optimal performance is created by identifying talent pool through conducting career conversations, utilising the talent grid principles and developing talent retention programmes.
  • Ensure self and staff understand and embrace the Nedbank Vision and Values by leading by example and re-enforcing values during meetings.
  • Manage the on boarding process of new employees by ensuring execution of preparations according to the on-boarding check-list.
  • Ensure transformational target are met  for own team through consideration of targets during the staff recruitment, retention  and training process and utilising suppliers listed on the preferred supplier list.
  • Address issues raised in culture surveys by participating in the development and implementation of action plans.
  • Create a client service culture through various required interventions.
  • Support and encourage staff to participate and support corporate responsibility initiative.
  • Achieve operational excellence by supporting the implementation of business optimisation improvement through team engagement.
  • Encourage team to generate innovative ideas and share knowledge.

Essential Qualifications – NQF Level

  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas/National 1st Degrees

Preferred Qualification

  • Financial Markets Certificate

Preferred Certifications

  • ACI, registered Persons Exam (RPE)

Minimum Experience Level

  • 7 years in financial markets and 3 years in a managerial role.

Technical / Professional Knowledge

  • Strategic planning
  • Budgeting
  • Financial Accounting Principles
  • Performance management
  • Business administration and management
  • Business principles
  • Business terms and definitions
  • Communication Strategies
  • Staff resource planning
  • Operations planning
  • Employee training/development
  • Diversity management
  • Relevant Nedbank product knowledge
  • Relevant regulatory knowledge
  • Governance, Risk and Controls
  • Change management
  • Principles of project management
  • Business writing skills
  • Management information and reporting principles, tools and mechanisms
  • Service level agreements
  • Consumer behaviour
  • Client Service Management
  • Client service principles
  • Organisational systems

Behavioural Competencies

  • Building Partnerships
  • Planning and Organizing
  • Building talent
  • Delegation and Empowerment
  • Coaching
  • Leading Change

Wealth Banker – International

Job Purpose

To deliver banking solutions to clients by understanding their business and needs through relationship management to achieve Nedbanks strategy to be the most admired bank.

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.

Job Responsibilities Continue

The successful candidate will:

  • Source new Investment business 
  • Facilitate opening of new International Accounts
  • Drafting mandates
  • Assisting with Digital banking enquiries

People Specification

The successful candidate will:

  • Source new Investment business 
  • Facilitate opening of new International Accounts
  • Draft mandates
  • Assist with Digital banking and enquiries

Essential Qualifications – NQF Level

  • Matric / Grade 12 / National Senior Certificate

Essential Qualification

Finance Related NQF 5 qualification is essential

RE 5 certification is essential

Minimum Experience Level

2-3 years’ experience as a Wealth Banker within a High Net Worth environment.

Experience in or exposure to International banking is highly beneficial.

Technical / Professional Knowledge

  • Banking knowledge
  • Banking procedures
  • Business Acumen
  • Business principles
  • Business writing
  • Communication Strategies
  • Data analysis
  • Governance, Risk and Controls
  • Microsoft Office
  • Nedbank policies and procedures
  • Nedbank vision and strategy
  • Principles of financial management
  • Principles of project management
  • Relevant regulatory knowledge
  • Relevant software and systems knowledge
  • Decision-making process
  • Nedbank culture
  • Cluster Specific Operational Knowledge

Behavioural Competencies

  • Communication
  • Energy
  • Building Trusting Relationships
  • Managing Work
  • Sales Disposition
  • Sustaining Customer Satisfaction

Domestic Trade Specialist: Mid-Corp

Job Purpose

To manage and lead the sales team to achieve growth in market share and profitability and provide input that supports the strategy and promote the Nedbank brand.

Job Responsibilities

  • Develop and maintain a high performance sales culture by ensuring alignment of the sales strategy with team targets.
  • Ensure effective risk management by monitoring compliance to policies and procedures and relevant regulatory frameworks and taking corrective action where necessary.
  • Ensure optimisation of resources and work flow to increase productivity by ensuring effective resource and work allocation.
  • Develop and maintain effective stakeholder relationships by ensuring that Nedbank values are followed in sales and service delivery.
  • Ensure distinctive customer experience through driving the team to achieve consistent service delivery.
  • Ensure client satisfaction by monitoring and analysing client experience results through the various tools and measurements and take required action.
  • Ensure synergy between team networks through consistent and constant communication of expectations.
  • Drive and monitor the implementation of the sales strategy against objectives and outcomes by ensuring that all businesses within your area of influence are aligned to the sales strategy.
  • Develop and manage the budget according to the strategic business requirements.
  • Ensure active and successful growth of Nedbank market share across existing and new clients by driving the sales team targets.
  • Ensure transformational target are met through consideration of targets during the staff recruitment; retention and training process and utilising suppliers listed on the preferred supplier list for department.
  • Contribute to a culture conducive to the achievement of transformation goals and support business strategies that improve the corporate image by ensuring self; managers and team participation in Nedbank culture building initiatives.
  • Participate and ensure managers encourage staff to participate and support corporate social responsibility initiatives for the achievement of business strategy (e.g.. Green Strategy).
  • Ensure issues raised in the Barrett and NSS surveys are addressed and results are improved by ensuring action plans are created.
  • Deliver a world class service through others by ensuring a client centric culture through required interventions.
  • Identify areas of resource inefficiencies and promote optimisation through promoting multi-skilling and addressing capacity gaps by reviewing and improving work processes.
  • Optimise efficiency and embed correct values by ensuring direct reports understand and support Nedbank’s vision; values and strategy and are measured on delivery against these.
  • Manage performance of reports and hold them accountable for managing the performance of their reports by implementing performance agreements; ensuring a clear vision; agreeing on goals and objectives; providing regular feedback on performance; recognising and rewarding achievement and take appropriate corrective action where required.
  • Identify relevant development needs by assessing own performance and behaviour through formal and informal feedback.
  • Drive to execute own and direct reports planned development by attending learning; seeking coaching or other industry or technical learning events and opportunities.
  • Maintain a capable high performing team by identifying a talent pool through conducting career conversations and utilising the talent grid principles and developing talent retention programmes (e.g.. rotation).
  • Build depth of skills and knowledge in the team of managers by sharing knowledge and insight with team members Suring mentoring; coaching and day to day activities.
  • Ensure continuous improvement goals are achieved by creating an environment whereby self; managers and team are encouraged to challenge the status quo by initiating constructive debates about work practices and areas for improvement.

Essential Qualifications – NQF Level

  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas/National 1st Degrees

Preferred Qualification

  • Minimum Diploma or Degree in Finance or Sales
  • FAIS qualification
  • Regulatory Examination 1 – RE1

Minimum Experience Level

  • 5 years leading people in a related financial services industry or 5 years role related sales experience

Technical / Professional Knowledge

  • Business administration and management
  • Business terms and definitions
  • Communication Strategies
  • Financial Accounting Principles
  • Governance, Risk and Controls
  • Nedbank policies and procedures
  • Organisational behaviour theory
  • Relevant regulatory knowledge
  • Management information and reporting principles, tools and mechanisms
  • Human Resource Policies And Practices

Behavioural Competencies

  • Initiating Action
  • Building the Sales Team
  • Coaching the Sales Team
  • High-Impact Communication
  • Driving Successful Customer Engagements
  • Aligning and Executing Sales Strategy

Global Trade Specialist: Mid-Corp

Job Purpose

To manage and lead the sales team to achieve growth in market share and profitability and provide input that supports the strategy and promote the Nedbank brand.

Job Responsibilities

  • Develop and maintain a high performance sales culture by ensuring alignment of the sales strategy with team targets.
  • Ensure effective risk management by monitoring compliance to policies and procedures and relevant regulatory frameworks and taking corrective action where necessary.
  • Ensure optimisation of resources and work flow to increase productivity by ensuring effective resource and work allocation.
  • Develop and maintain effective stakeholder relationships by ensuring that Nedbank values are followed in sales and service delivery.
  • Ensure distinctive customer experience through driving the team to achieve consistent service delivery.
  • Ensure client satisfaction by monitoring and analysing client experience results through the various tools and measurements and take required action.
  • Ensure synergy between team networks through consistent and constant communication of expectations.
  • Drive and monitor the implementation of the sales strategy against objectives and outcomes by ensuring that all businesses within your area of influence are aligned to the sales strategy.
  • Develop and manage the budget according to the strategic business requirements.
  • Ensure active and successful growth of Nedbank market share across existing and new clients by driving the sales team targets.
  • Ensure transformational target are met through consideration of targets during the staff recruitment; retention and training process and utilising suppliers listed on the preferred supplier list for department.
  • Contribute to a culture conducive to the achievement of transformation goals and support business strategies that improve the corporate image by ensuring self; managers and team participation in Nedbank culture building initiatives.
  • Participate and ensure managers encourage staff to participate and support corporate social responsibility initiatives for the achievement of business strategy (e.g.. Green Strategy).
  • Ensure issues raised in the Barrett and NSS surveys are addressed and results are improved by ensuring action plans are created.
  • Deliver a world class service through others by ensuring a client centric culture through required interventions.
  • Identify areas of resource inefficiencies and promote optimisation through promoting multi-skilling and addressing capacity gaps by reviewing and improving work processes.
  • Optimise efficiency and embed correct values by ensuring direct reports understand and support Nedbank’s vision; values and strategy and are measured on delivery against these.
  • Manage performance of reports and hold them accountable for managing the performance of their reports by implementing performance agreements; ensuring a clear vision; agreeing on goals and objectives; providing regular feedback on performance; recognising and rewarding achievement and take appropriate corrective action where required.
  • Identify relevant development needs by assessing own performance and behaviour through formal and informal feedback.
  • Drive to execute own and direct reports planned development by attending learning; seeking coaching or other industry or technical learning events and opportunities.
  • Maintain a capable high performing team by identifying a talent pool through conducting career conversations and utilising the talent grid principles and developing talent retention programmes (e.g.. rotation).
  • Build depth of skills and knowledge in the team of managers by sharing knowledge and insight with team members Suring mentoring; coaching and day to day activities.
  • Ensure continuous improvement goals are achieved by creating an environment whereby self; managers and team are encouraged to challenge the status quo by initiating constructive debates about work practices and areas for improvement.

Essential Qualifications – NQF Level

  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas/National 1st Degrees

Preferred Qualification

  • Minimum Diploma or Degree in Finance or Sales
  • FAIS qualification
  • Regulatory Examination 1 – RE1

Minimum Experience Level

  • 5 years leading people in a related financial services industry or 5 years role related sales experience

Technical / Professional Knowledge

  • Business administration and management
  • Business terms and definitions
  • Communication Strategies
  • Financial Accounting Principles
  • Governance, Risk and Controls
  • Nedbank policies and procedures
  • Organisational behaviour theory
  • Relevant regulatory knowledge
  • Management information and reporting principles, tools and mechanisms
  • Human Resource Policies And Practices

Behavioural Competencies

  • Initiating Action
  • Building the Sales Team
  • Coaching the Sales Team
  • High-Impact Communication
  • Driving Successful Customer Engagements
  • Aligning and Executing Sales Strategy

Executive Personal Assistant

Job Purpose

To perform a supporting role to the Executive by executing; organising and co-ordinating all personal assistant functions to optimise time management; thereby ensuring the Executives efficiency and effectiveness.

Job Responsibilities

  • Reconcile expenses on return of executives by completing the relevant spreadsheets.
  • Arrange detailed travel plans and itineraries by compiling documents for travel related meetings.
  • Co-ordinate preparation for external events in terms of organising time, venue, information required, travelling time, speeches, RSVPs, etc.
  • Ensure cost effective office management by managing resources and minimising waste.
  • Build collaborative relationships with internal and external stakeholders through effective and open communication and building rapport.
  • Build trust by maintaining integrity and open communication.
  • Keep abreast of relevant developments/events in stakeholders personal lives by acknowledging and responding appropriately (e.g. sending flowers)
  • Manage the Executive’s diary effectively to optimise his/her time by taking due cognisance of business priorities when planning and organising events and meetings.
  • Book flight, car & hotel reservations, both local and international, by communicating with the travel agents, ordering forex and organising visas.
  • Coordinate and manage meetings by ensuring meeting requests are correct, up to date, time is optimised and organise all catering arrangements.
  • Manage records by capturing, screening and storing correspondence, data and responses.
  • Perform general administrative functions and manage office administration as required.
  • Develop documentation for the executive by ensuring that the document conforms to Nedbank standards.
  • Maintain discretion and confidentiality at all times by adhering to the Nedbank values.
  • Minimise risk to the bank by adhering to policies and procedures.
  • Ensure all calls are answered timeously in a professional & friendly manner and are appropriately routed and screened.
  • Project the correct image to internal and external stakeholders by maintaining a professional image at all times.
  • Manage ad hoc queries/correspondence effectively  by ensuring that they are prioritised, escalated appropriately and resolved promptly by following up and closing off.
  • Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters, websites and attending sessions.
  • Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders.
  • Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers.
  • Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed, experience practiced and certifications obtained and/or maintained within specified time frames.
  • Ensure information is provided correctly to stakeholders by maintaining knowledge  & sharing knowledge with the team.
  • Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives.
  • Participate and support corporate social responsibility initiatives for the achievement of key business strategies.
  • Identify and recommend opportunities to enhance processes, systems and policies and support implementation of new processes, policies and systems.

Job Responsibilities Continue

People Specification

Essential Qualifications – NQF Level

  • Matric / Grade 12 / National Senior Certificate
  • Diploma

Preferred Qualification

Business related Diploma (focus on arranging ad hoc events/EQ/SQ)

Essential Certifications

Preferred Certifications

Minimum Experience Level

5 years experience as senior personal assistant

Technical / Professional Knowledge

  • Administrative procedures and systems
  • Banking procedures
  • Business principles
  • Business terms and definitions
  • Data analysis
  • Governance, Risk and Controls
  • Relevant regulatory knowledge
  • Relevant software and systems knowledge
  • Business writing skills
  • minutes taking

Behavioural Competencies

  • Communication
  • Energy
  • Initiating Action
  • Stress Tolerance
  • Work Standards
  • Planning and Organizing

Manager:Automation & Business Processes

Job Responsibilities

  • Continually monitor the operation of all automation solutions and promptly address any operational defects.
  • Analyze operational/business processes, including digital and manual workflows, systems, and data.
  • Propose process solution (system or manual) based on requirements.
  • Manage the resolution of all automation incidents to optimize ongoing effectiveness and reliability of automation solutions, in accordance with the service level agreement with various business units.
  • Document and review process maps and supporting artifacts, adhering to Nedbank’s standards, client experience guidelines, and best practices.
  • Perform gap analysis and due diligence.
  • Continuously create an integrated “Big Picture” of automation efficiencies compared to business expectations and strategies, providing recommendations for improvement, and optimizing future automation developments.
  • Provide input into change management plans.
  • Communicating new and updated processes based on best practices.
  • Provide input into test strategies and procedures, create process test cases, perform process testing and analyze test results.

Job Responsibilities Continue

  • Keep abreast of legislation and other industry changes that impacts the role by reading the relevant newsletters, websites and attending sessions to remain current.
  • Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders, to achieve goals and objectives.
  • Maintain knowledge and improve team success by sharing and transferring knowledge with team to ensure information is provided correctly to stakeholders.
  • Maintain relationships with Nedbank Group project management teams to ensure knowledge transfer among the other African subsidiaries.
  • Manage the project pipeline of the Business Enablement team by ensuring timely submission of project tracking submissions and presentations.

People Specification

                                                                      (Affirmative Action Candidates are encouraged to apply)

Essential Qualifications – NQF Level

  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas/National 1st Degrees

Preferred Qualification

  • Matric / Grade 12
  •  Business /, IT or Engineering (Industrial) degree or equivalent.

Preferred Certifications

  • Blue Prism Developer accreditation will be advantageous.

Minimum Experience Level

  • At least 5-10 years’ experience of operating systems within a large financial services institution.
  • Good knowledge in Process and Enterprise Document Management Methodologies and Systems.
  • M-Files administrator training will be an advantage
  • Experience in robotics process automation (RPA) and specifically with Blue Prism.

Technical / Professional Knowledge

  • Banking knowledge
  • Business Acumen
  • Business principles
  • Business writing
  • Change management
  • Industry trends
  • Principles of financial management
  • Principles of project management
  • Research methodology
  • Cluster Specific Operational Knowledge

Behavioural Competencies

  • Adaptability
  • Communication
  • Continuous Learning
  • Initiating Action
  • Innovation
  • Quality Orientation
  • Technical/Professional Knowledge and Skills

Senior Team Manager: Card Acquiring

Job Purpose

To inculcate a service and change governance culture by defining and executing a Service Model and Framework. Manage and measure continuous improvements and enhancements of service delivery by building Service Management competency within department and managing relationships with all stakeholders to support the achievement of the business strategy, objectives and values through the relevant processes and governance frameworks.

Job Responsibilities

  • Implement Service Management Strategies.
  • Execute service objectives aligned to Cluster and business needs in accordance with cost, time and resources.
  • Manage operational costs and project drivers in accordance with defined budgets and targets.
  • Develop and manage stakeholder relationships to support business strategies that promote service offering / delivery across multiple channels and functions.
  • Facilitate regular stakeholder engagements that enhance and expand Services Delivery Measurement and  NPS adoption through reporting, analytics and benchmarking.
  • Build Strategic Service Management BI analytics capability that enables business insights and decision making.
  • Share knowledge and industry trends.
  • Obtain buy-in for developing new and / or enhanced processes that will improve the functioning of stakeholder businesses.
  • Enable client and stakeholder value through effective service delivery facilitated by Service Managers and technology enablers.
  • Achieve meaningful cross cluster / departmental synergies and unlock efficiencies and opportunities.
  • Manage business changes effectively enabled through an Integrated Change Governance framework.
  • Manage effective and efficient system, process and people related improvements.
  • Manage associated risks.
  • Deliver client value through alignment with strategic intent.
  • Ensure the customer services portfolio reflects the emerging needs of the customer and is transparently presented.
  • Optimise customer information technology spend across the service portfolio’s.
  • Facilitate optimal functional service delivery.
  • Ensure customer information technology spend is optimised across the service portfolio’s and managed for added value.
  • Manage communication strategies that enhance  internal and external communications channels with specific relevance to assigned portfolio.
  • Manage performance of staff by implementing performance agreements, ensuring a clear vision, agreeing on goals and objectives, providing regular feedback on performance, recognising and rewarding achievement and take appropriate corrective action where required.
  • Mentor and coach staff on identified performance gaps by discussing these performance gaps and agree on appropriate action to be taken.
  • Motivate staff to perform and contribute to the success of the business by creating environment of teamwork.
  • Stay abreast in field of expertise and deliver on the expectations from stakeholders by building capability of self and staff.
  • Maintain a capable high performing team and  ensure an environment for optimal performance is created.
  • Ensure transformational target are met  for own team through consideration of targets during the staff recruitment, retention and training process and utilising suppliers listed on the preferred supplier list.
  • Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives.
  • Create a client service culture through various required interventions.
  • Support and encourage staff to participate and support corporate responsibility initiative.
  • Achieve operational excellence by supporting the implementation of business optimisation improvement through team engagement.
  • Encourage team to generate innovative ideas and share knowledge.

Essential Qualifications – NQF Level

  • Advanced Diplomas/National 1st Degrees

Preferred Qualification

  • Post-matric Diploma/degree 

Minimum Experience Level

  • 3-year Card Acquiring and associated payment systems experience
  • 3-year Team Management experience

Technical / Professional Knowledge

  • Change management
  • Communication Strategies
  • Research methodology
  • Data Analysis and Interpretation
  • Business Acumen
  • Principles of financial management
  • Principles of project management

Behavioural Competencies

  • Communication
  • Customer Focus
  • Driving for Results
  • Facilitating Change
  • Guiding Team Success
  • Planning and Organizing

Senior Team Manager: Card Acquiring

Job Purpose

To inculcate a service and change governance culture by defining and executing a Service Model and Framework. Manage and measure continuous improvements and enhancements of service delivery by building Service Management competency within department and managing relationships with all stakeholders to support the achievement of the business strategy, objectives and values through the relevant processes and governance frameworks.

Job Responsibilities

  • Implement Service Management Strategies.
  • Execute service objectives aligned to Cluster and business needs in accordance with cost, time and resources.
  • Manage operational costs and project drivers in accordance with defined budgets and targets.
  • Develop and manage stakeholder relationships to support business strategies that promote service offering / delivery across multiple channels and functions.
  • Facilitate regular stakeholder engagements that enhance and expand Services Delivery Measurement and  NPS adoption through reporting, analytics and benchmarking.
  • Build Strategic Service Management BI analytics capability that enables business insights and decision making.
  • Share knowledge and industry trends.
  • Obtain buy-in for developing new and / or enhanced processes that will improve the functioning of stakeholder businesses.
  • Enable client and stakeholder value through effective service delivery facilitated by Service Managers and technology enablers.
  • Achieve meaningful cross cluster / departmental synergies and unlock efficiencies and opportunities.
  • Manage business changes effectively enabled through an Integrated Change Governance framework.
  • Manage effective and efficient system, process and people related improvements.
  • Manage associated risks.
  • Deliver client value through alignment with strategic intent.
  • Ensure the customer services portfolio reflects the emerging needs of the customer and is transparently presented.
  • Optimise customer information technology spend across the service portfolio’s.
  • Facilitate optimal functional service delivery.
  • Ensure customer information technology spend is optimised across the service portfolio’s and managed for added value.
  • Manage communication strategies that enhance  internal and external communications channels with specific relevance to assigned portfolio.
  • Manage performance of staff by implementing performance agreements, ensuring a clear vision, agreeing on goals and objectives, providing regular feedback on performance, recognising and rewarding achievement and take appropriate corrective action where required.
  • Mentor and coach staff on identified performance gaps by discussing these performance gaps and agree on appropriate action to be taken.
  • Motivate staff to perform and contribute to the success of the business by creating environment of teamwork.
  • Stay abreast in field of expertise and deliver on the expectations from stakeholders by building capability of self and staff.
  • Maintain a capable high performing team and  ensure an environment for optimal performance is created.
  • Ensure transformational target are met  for own team through consideration of targets during the staff recruitment, retention and training process and utilising suppliers listed on the preferred supplier list.
  • Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives.
  • Create a client service culture through various required interventions.
  • Support and encourage staff to participate and support corporate responsibility initiative.
  • Achieve operational excellence by supporting the implementation of business optimisation improvement through team engagement.
  • Encourage team to generate innovative ideas and share knowledge.

Essential Qualifications – NQF Level

  • Advanced Diplomas/National 1st Degrees

Preferred Qualification

  • Post-matric Diploma/degree 

Minimum Experience Level

  • 3-year Card Acquiring and associated payment systems experience
  • 3-year Team Management experience

Technical / Professional Knowledge

  • Change management
  • Communication Strategies
  • Research methodology
  • Data Analysis and Interpretation
  • Business Acumen
  • Principles of financial management
  • Principles of project management

Behavioural Competencies

  • Communication
  • Customer Focus
  • Driving for Results
  • Facilitating Change
  • Guiding Team Success
  • Planning and Organizing

Data Scientist Specialist

Job Purpose

Apply deep domain-specific expertise in machine learning, data mining, and information retrieval to architect and build highly specialized and advanced analytic engines and services, pushing the boundaries of knowledge in the field and providing expert guidance to the enterprise.

Job Responsibilities

  • Specialised in the development of best-in-class statistical models and algorithms, leveraging years of experience and expertise.
  • Conduct advanced statistical analysis to uncover deep insights and patterns in complex datasets.
  • Provide actionable insights and strategic advice to stakeholders, drawing from an extensive background in the field of AI/ML.
  • Create significant value by harnessing the potential of enterprise-wide data and translating it into valuable business solutions.
  • Apply comprehensive financial services domain knowledge to analyse datasets and develop statistical models and algorithms that cater to specific financial services use cases.
  • Spearheaded the integration of AI/ML solutions into existing banking systems, optimizing processes, and driving operational efficiency while adhering to industry standards.
  • Experienced in deploying or contributed to deployment of multiple end to end data science solutions that has yielded significant value in the organisation at an enterprise level.
  • Implement cutting-edge AI and ML solutions, establishing robust system operations and maintenance structures under the purview of senior leadership.
  • Play a key role in shaping the organization’s AI/ML strategy, aligning it with current and future needs.
  • Lead the transformation of data science prototypes into scalable machine learning solutions ready for production deployment.
  • Design dynamic ML models and systems that possess the capability to adapt and retrain as necessary, guided by years of hands-on experience.
  • Periodically assess the performance of ML systems, ensuring alignment with corporate and IT strategies.
  • Demonstrate an end-to-end understanding of applications and machine learning algorithms, showcasing expertise at every step.
  • Pioneering the use of machine learning algorithms and libraries, setting the standard for the enterprise.
  • Oversee the software engineering and design aspects of projects, providing comprehensive end-to-end solutions.
  • Extensive expertise in programming toolsets (such as Python, R, etc) for data preprocessing, advanced statistical analysis, machine learning, and developing complex data pipelines is required
  • Produce end-to-end designs encompassing infrastructure, security, networks, and more, collaborating with other engineering leads to ensure a comprehensive data science solution.
  • Effectively communicate complex processes to non-programming experts, utilizing years of experience to simplify understanding.
  • Continuously research and implement best practices to enhance existing machine learning solutions, utilizing extensive domain knowledge.

Job Responsibilities Continue

  • Design customized analytics approaches for diverse problem types, capitalizing on years of experience to drive innovation.
  • Utilize a deep understanding of computer science fundamentals, including data structures, algorithms, computability, complexity, and computer architecture.
  • Proven track record of successfully applying big data frameworks, such as Apache Spark, to solve complex business challenges.
  • Stay at the forefront of the latest tools and techniques, keeping knowledge up-to-date through continuous learning.
  • Evaluate variations in data distribution that impact model performance, leveraging seasoned judgment.
  • Apply advanced analytical techniques, such as machine learning (ML) and artificial intelligence (AI), to derive substantial business value.
  • Extensive expertise in cloud computing and a proven track record of successfully deploying large-scale data science solutions on cloud platforms, demonstrating the ability to architect and optimize cloud-based data pipelines and machine learning models
  • Collaborate with industry leaders, conduct experiments, and research best practices to provide thought leadership in the field.
  • Develop and prioritize ML roadmaps, drawing from a wealth of experience to chart the course for success.
  • Foster personal growth and optimize performance by mentoring and sharing knowledge with team members and stakeholders during formal and informal interactions.
  • Embrace agile thinking to identify opportunities for improving business processes, models, and systems, leveraging extensive expertise to make informed decisions.
  • Support the achievement of the business strategy, objectives, and values, playing a pivotal role in driving the organization’s success.
  • Contribute to the establishment of the Nedbank culture and participate in corporate responsibility initiatives to align with business strategy.

People Specification

  • Advanced Machine Learning and AI Expertise: Demonstrated ability to develop, implement, and optimize complex machine learning models and AI algorithms.
  • Strong Programming Skills: Proficiency in multiple programming languages such as Python, R, and SQL, with a deep understanding of data structures and algorithms.
  • Experience with Big Data Technologies: Hands-on experience with big data tools Spark, or similar.
  • Experience with Model Deployment: Proven experience in deploying machine learning models into production environments using tools like Docker, Kubernetes, or cloud services (AWS, Azure, GCP).
  • Proficiency in MLOps: Knowledge of MLOps practices to streamline the deployment, monitoring, and maintenance of machine learning models.

Essential Qualifications – NQF Level

  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas/National 1st Degrees

Required Qualification/s & Certification/s:

  • A Master’s or Ph.D. in Data Science, Computer Science, Statistics, or a related field.
  • Certifications in Machine Learning, Data Analytics, or Big data Technologies are highly desirable.

Minimum Experience Level

  • MS/PhD in STEM or related technical discipline
  • At least 10+ combined experience in data science or ML engineering role
  • Expert knowledge of machine learning, statistics, optimization, ML Engineering or related field
  • Experience with R, Python, Matlab is required, programming in C, C++, Java
  • Experience working with large data sets, simulation/ optimization, and distributed computing tools (Map/Reduce, Hadoop, Hive, Spark, Gurobi, Arena, etc.)
  • Excellent written and verbal communication skills along with strong desire to work in cross functional teams
  • Attitude to thrive in a fun, fast-paced start-up like environment

Technical / Professional Knowledge

  • Data Mining
  • Data Tools
  • Data analysis
  • Statistical Analysis
  • data/ data structures
  • Presentation Skills
  • Problem solving skills
  • Research and analytics
  • Supervised Learning
  • Big Data Technologies
  • Strategic Thinking
  • Unsupervised Learning
  • NLP
  • Deep Learning
  • Re-inforcement Learning
  • Feature Engineering/Selection
  • programming
  • Model Deployment/Monitoring
  • Model Scaling
  • Data Integration/Pipelines
  • Data Modelling
  • Data Visualisation
  • Domain Knowledge
  • Innovation at Enterprise Level
  • AI Ethics and Fairness
  • HyperParameter Tuning

Behavioural Competencies

  • Influencing
  • Coaching
  • Facilitating Change
  • Global Perspective
  • Innovation
  • Quality Orientation
  • Customer Focus

B-BBEE Specialist

Job Purpose

To facilitate and deliver Nedbank’s B-BBEE Transformation Strategy in conjunction with business, set targets, create the B-BBEE scorecard, monitor execution, provide subject matter expertise, ensure compliance with the relevant B-BBEE legislation and ensure that the bank remains at the forefront of transformation.

Job Responsibilities

  • Co-creating the B-BBEE scorecard scenarios and strategy for the annual business planning process.
  • Input to the Group’s and subsidiaries’ annual B-BBEE verification process.
  • Ensuring that the bank is compliant with all B-BBEE and related legislation.
  • Completing all compliance reports internally and externally. 
  • Co-creating or updating the Business Transformation policy and Risk Frameworks and effective risk management. 
  • Providing technical and subject matter expertise around the relevant B-BBEE legislation i.e. Financial Sector Code, DTI Codes of Good Practice and other related B-BBEE legislation
  • Educate and inform business of developments in the B-BBEE landscape and other industry-related matters.
  • Producing the Group and Cluster scorecards on a monthly basis including the Transformation cost-benefit model.
  • Managing the agreement and delivery of Group and Cluster Targets. Understanding actuals achieved to targets to identify business needs or areas of assistance to be able to add value and maximize the scorecard. If targets are not met, identify cause and facilitate the development of corrective action.
  • Compiling internal reporting to various committees within the bank e.g. CEO’s pack, Group EXCO, Transformation and Human Resources Committee (TRAHRCO), Group Transformation Social and Ethics Committee (GTSEC), Nedbank Diversity, Equity and Inclusion Committee (NDEIF), Group Transformation Forum (GTF), Group Procurement Committee (GPC) Forum etc. And ensure required standards of delivery are met.
  • Attendance to relevant committee meetings as required ensuring representation from the Group Transformation Unit and preparing presentations e.g. NDEIF, GPC
  • Compiling  the responses to external questionnaires and surveys e.g. Financial Sector Transformation Council (FSTC), Banking Association South Africa (BASA), National Credit Regulator (NCR), , Empowerdex, Intellidex, etc.
  • Stakeholder engagement to create and drive the development of projects and assist in implementation while ensuring alignment to related B-BBEE legislation.
  • Project managing adhoc strategic Transformation Work streams to ensure that all agreed outcomes are achieved.
  • Operationalizing of the automated B-BBEE system including scenario planning capability and ensure that legislative changes are updated.
  • Engaging other institutions and key external stakeholders around best practice in Transformation with a view to identifying opportunities and keeping up to date with Transformation trends.
  • Contributing to a positive reputation and image for Nedbank.by leveraging communications, media and sponsorship opportunities. 
  • Dealing with any B-BBEE requests from Group e.g. Compiling the Transformation Review Chapter for integrated reporting, information for Tender submissions.
  • Proficient in MS Office. Advanced in Excel and PowerPoint.
  • Good business writing skills and paying attention to detail.
  • Ability to analyse and assimilate information related to B-BBEE. 
  • Implement new ways of working to connect more often and support team members and deliver high-performance and improve productivity.
  • Identify training courses and career progression for self through input and feedback 
     

People Specification

Essential Qualifications – NQF Level

Bachelor’s Degree in Commerce (Financial Management/Auditing/Quants/Similar)               

Preferred Qualification

Bachelor’s Degree in Commerce (Law or Similar)
BEE MDP Programmes

Minimum Experience Level

Minimum 5 – 7 years from a BEE Financial Services perspective. Must have experience working with the Financial Sector code.  

Exposure

  • Conducting root cause analysis and gap analysis.
  • Analysing situations or data that requires an in-depth evaluation of multiple factors.
  • Developing ways to minimize risks.
  • Drafting reports and quality checking accuracy of reports and records.
  • Addressing conflict situations.
  • Influencing stakeholders to obtain buy-in for concepts and ideas.
  • Sharing information in different ways to increase stakeholders understanding.
  • Brainstorming ways of improving a product or situation.
  • Communicating standards to others.
  • Building and maintaining effective relationships with internal and external stakeholders.
  • Managing multiple projects.
  • Preparing and delivering presentations.
  • Using different approaches in new work situations.

Technical / Professional Knowledge

  • B-BBEE Codes and related B-BBEE legislation, understand and interpret the Codes in detail with specialist knowledge and determining relevance and impact to Nedbank
  • Microsoft Office with Advanced PowerPoint, Excel and Word.
  • Business writing and report writing
  • Relevant regulatory knowledge 
  • Industry trends
  • Business acumen
  • Relevant software and systems knowledge
  • Banking knowledge
  • Principles of financial management
  • Principles of project management
  • Business principles, terms and definitions
  • Data analysis and assimilation of data
  • Decision-making process
  • Governance, Risk and Controls 
  • Basic computer concepts
  • Information Technology concepts

Behavioural Competencies

  • Building Trust 
  • Decision Making 
  • Facilitating Change 
  • Gaining Commitment 
  • Initiating Action 
  • Innovation 
  • Attention to detail
  • Quality assurance
  • Becoming a Business Advisor 
  • High-Impact Communication 

Wealth Manager – International

Job Purpose

Source new international investment business to grow assets under management, both from own direct clients and to assist the broader Region in meeting their International Growth Targets.

Job Responsibilities

  • Acquire and retain clients’ assets under management through  sales activities and consulting with clients for profitable pricing.
  • Grow internal Nedbank Group networks by identifying suitable groups and individuals in order to create awareness of the value proposition and attract leads.
  • Research new client targets by evaluating opportunities and preparing for first contact.
  • Analyse current and potential clients by determining Wealth Management opportunities in relation to their portfolio in order to achieve growth in revenue. 
  • Propose and execute on client wealth management needs,  through personal and specialist support to ensure a profitable and sustainable solutions.
  • Cross-sell on-shore and off-shore Investments, Estate Planning, Risk, Banking and Philanthropy solutions by continuously reviewing and seeking to understand client needs in order to increase Assets Under Management and increasing overall client share of wallet. 
  • Build and maintain relationships with internal stakeholders through collaboration, information sharing and giving and receiving feedback
  • Grow external networks through participation in events and membership to external bodies in order to source referrals and leads external to Nedbank.
  • Identify opportunities and referrals based on programmes and reviews by executing client visitation programme and annual reviews and utilising specialists as needed. 
  • Undertake correct wealth planning activities appropriate for client.
  • Monitor performance on ongoing basis by analysing own contribution against targets and/or revenue
  • Utilise available resources by managing stakeholder expectations and ensuring deliverables within expected timeframes.
  • Propose and  execute on client wealth management needs personally and through the support of specialists  by advising within regulatory framework
  • Mitigate risk to Nedbank by providing professional expertise to ensure regulatory compliance  and best advice for client.
     

Job Responsibilities Continue

  • Ensure compliance to legal and regulatory requirements by taking all  legal/compliance steps  and completing mandates/documents  to record all advice. 
  • Resolve work obstacles by managing on a case-by-case basis and early escalation where required.
  • Contribute to  strategy development by recommending improvements to existing processes and strategies.
  • 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

  • Matric / Grade 12 / National Senior Certificate
  • National Certificates and Occupational Awards

Preferred Qualification

Degree in Commerce or Finance

Regulatory FAIS Exams – RE5

Minimum Experience Level

  • 3-5 years’ experience in international investments, either from within an SA Wealth Management business or internationally.
  • Proven track-record in generating new business in a client facing capacity.

Technical / Professional Knowledge

  • Business terms and definitions
  • Business writing
  • Communication Strategies
  • Data analysis
  • Governance, Risk and Controls
  • Industry trends
  • Microsoft Office
  • Principles of financial management
  • Relevant regulatory knowledge
  • Decision-making process
  • Nedbank policies and procedures
  • Business Acumen
  • Relevant software and systems knowledge
  • Banking knowledge
  • Banking procedures
  • Research methodology

Behavioural Competencies

  • Continuous Learning
  • High-Impact Communication
  • Managing Work
  • Sales Disposition
  • Sustaining Customer Satisfaction
  • Technical/Professional Knowledge and Skills

Click here to apply

We wish you all the best with your applications

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