Schemes Manager at Nedbank

Job description

Job Purpose

Take the lead in working with clients and multiple specialist teams and stakeholders to, plan, direct, coordinate and implement the multiple activities necessary to ensure client satisfaction, and delivery of legislatively and contractually compliant Share Schemes, related companies and Share Scheme events, supported by the Share Scheme Administration team and multiple specialist teams across Nedbank.

Job Responsibilities

• Take the lead in working with clients and multiple specialist teams and stakeholders to, plan, direct, coordinate and implement the multiple activities necessary to ensure client satisfaction, and delivery of legislatively and contractually compliant Share Schemes.
• Plan, direct and coordinate to ensure accurate and timeous delivery of all scheme activities for the schemes under management, including;
• Establishment of schemes
• Offer period activities
• Priority of Payment events
• AGM events
• Company listing events
• Directors/Trustee meetings
• Monthly reconciliations and reporting
• Statuary and client reporting
• Company secretarial duties
• Road shows and educational events
• Client tendering and marketing engagements
• Professional execution of Directors/Trustees/Client Acquisition meetings
• Involvement in strategy setting and client acquisition
• Perform necessary investigations and providing guidance and training relating to understanding and compliance on share schemes, in accordance with scheme rules and deeds, to both internal and external stakeholders.
• Investigating, preparing, reviewing, distributing and presenting financial/scrip/profitability/NVF analysis models and reports, ensuring correctness, accuracy and professionalism.
• Compilation of resolutions, guidance papers and review of scheme fiduciary documentation for both internal and external clients, including the presentation of same.
• Investigation, collection and preparation of material for client tenders and proposals, including preparing of same for submission and interacting with stakeholders.
• Assist and support the team in terms of business development.
• Preparation, review and presentation of Investor education material at road shows for scheme participants and ensuring alignment to trust deeds/MOI’s and associated scheme rules.
• Involvement in strategy formulation and execution for the Nedbank share scheme business.
• Assist with adhoc tasks that may arise from time to time.
• Two or more years dealing with:

Minimum Requirements

Essential Qualifications

• Matric / Grade 12 / National Senior Certificate
• A CA (SA) / MBA or equivalent qualification

Experience Required

• 5 years in a management role of Trust Companies or Share Schemes
• 3 of those 5 years in a senior management role of similar background
• Two or more years dealing with:
• The management of trusts/companies and/or share schemes.
• Clients and stakeholders at an executive level.
• Reading, understanding and interpreting legal documents (company MOI and Trust deeds).
• Preparing and presenting complex information in a simple, useful and intelligible format
• Company secretarial duties