Nedbank: Wealth Manager vacancy
Nedbank: Wealth Manager vacancy
Location: George, Southern Cape
Job Family: Investment Banking
Career Stream: Advisory
Leadership Pipeline: Manage Self (Professional)
FAIS Affected: Yes
To manage clients wealth needs through an ongoing advisory process to achieve Nedbank’s strategic goals of client centricity and revenue generation; as per the business strategy.
•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 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.
•Deliver on due dates through the timeous documenting and scheduling of reviews.
•Focus on eliminating waste and optimising vendor expenditure by managing the billing analysis and audit process.
•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 sharing knowledge with team.
•Identify problems or known errors and record incidents resulting from incident data for which a structural solution has to be found.
•Determine the root cause; by reviewing the problem resolution with specialist staff and reference the relevant supporting documentation.
•Monitor and follow up on issues raised that might cause possible compliance and risk issues by documenting and reporting issues to the relevant stakeholders as well as tracking and monitoring solutions.
•Ensure that the databases are updated and deadlines are met.
•Document all successes for future reference and lessons learned.
•Manage quarterly reviews and recognition though communication thereof Manage the implementation of the Knowledge Management Plan and systems; policies and processes.
•Promote Knowledge Management principles; processes and procedures to encourage collaboration and information sharing.
•Produce and distribute Management reports by collating the required information.
•Ensure contract process is followed by working in close relation with the Vendor Management and contracting office.
•Ensure the availability of reliable and secure knowledge; information and data throughout the Service Lifecycle.
•Use; establish and maintain effective working relationships with other employees; including external stakeholders; through the use of customer service skills.
•Meet client needs by sending necessary communications to the targeted audience.
Demonstrated history of strong networking, deal writing and sales skills with a Strong hunting focus.
Essential Qualifications – NQF Level:
- Matric / Grade 12 / National Senior Certificate
- National Certificates and Occupational Awards
- Commercial degree/diploma e.g. B.Comm/B.Sc Actuarial Science/Business Science
- Certified Financial Planner (CFP) – essential
- Regulatory FAIS Exams
- FPI (Financial Planning Institute) membership
Type of Exposure
- Designed Workforce Planning Solutions
- Developed and Implemented Communications Strategy
- Improved Processes and Culture
- Managed Governance
- Managed Process Results
- Managed Relationships
- Managed Self and Team
- Managed budget
- Supported Transformation, Change and continued Improvement
- Provided operational support for Governance, Compliance and risk based assurance
Minimum Experience Level:
3-5 years related experience as a Wealth Manager within a Private Wealth environment.
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
- Continuous Learning
- High-Impact Communication
- Managing Work
- Sales Disposition
- Sustaining Customer Satisfaction
- Technical/Professional Knowledge and Skills
How to Apply:
For Inquiries, Please contact the Nedbank’s Recruiting Team at 0860 555 566.