Overview

Job Classification
  • REQ: 114063 – Location: Cape Town
  • Division: Wealth Management South Africa
  • Closing Date: 23 June 2022
  • Employment Equity Statement: Preference will be given to candidates from underrepresented groups.
Job Family
Investment Banking
Career Stream
Investments
Leadership Pipeline
Manage Self: Technical
FAIS Affected
FAIS Affected – Yes
Job Purpose
To assist with the implementation of the business investment philosophy through data analysis, research and support functions, in line with Nedbank Group strategy.
Job Responsibilities
  • Assess needs and provide solutions Interacting with internal and external clients.
  • Provide feedback and make business presentations to stakeholders.
  • Develop and use collaborative relationships to facilitate the accomplishment of work goals. Compile; maintain and monitor economic; industry and other data series through research.
  • Make investment recommendations by using quantitative and qualitative analysis Identify and interpret relevent information using logic to seek cause and effect relationships.
  • 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.
  • Evaluate performance of fund/investment through regular financial performance reviews.
  • Develop software proficiency to deliver required outputs.
  • Express ideas or facts clearly in written documentation so that the content is understood by the recipient.
  • Develop sound product and industry knowledge and understanding the regulatory framework.
  • 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 and sharing knowledge with team.
People Specification
Essential Qualifications – NQF Level
  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas/National 1st Degrees
Preferred Qualification
Studying towards CFP / Certified Financial Planning
Type of Exposure
  • Completing various administrative and secretarial duties (e.g.; answering phones; making copies; filing)
  • Checking accuracy of reports and rec
  • Communicating internally
  • Managing conflict situations
  • Drafting reports
  • Sharing information in different ways to increase stakeholders’ understanding.
  • Building and maintaining effective relationships with diverse internal and external stakeholders
  • Comparing two or more sets of information
  • Working in a fast-paced and changing environment
  • Interacting with diverse people
Minimum Experience Level
0 – 2 years working experience in a Financial Services industry within Financial Planning, Digital Advisory Services and Wealth Management.
Technical / Professional Knowledge
  • Banking procedures
  • Business principles
  • Business terms and definitions
  • Data analysis
  • Governance, Risk and Controls
  • Microsoft Office
  • Relevant regulatory knowledge
  • Business writing skills
  • Cluster Specific Operational Knowledge
  • Numeracy
Behavioural Competencies
  • Adaptability
  • Applied Learning
  • Communication
  • Customer Focus
  • Work Standards
  • Managing Work
  • Technical/Professional Knowledge and Skills
Please contact the Nedbank Recruiting Team at +27 860 555 566

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