Manager : Client Relationships - Share Scheme Administration at Nedbank

Job Purpose

Manage a small team and take the lead in working directly 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, as well as all the related share scheme events, supported by the Share Scheme Administration team and multiple specialist teams across Nedbank.

Job Responsibilities

Plan, direct and coordinate to ensure accurate and timeous delivery of all scheme activities for the schemes under management, which may include the following;

• Establishment of schemes
• Offer period activities
• Priority of Payment events
• AGM events
• Company listing events
• Monthly reconciliations and reporting
• Statuary and client reporting
• Company secretarial duties
• Fiduciary guidance
• Road shows and educational events
• Client tendering and marketing engagements
• Professional execution of Directors/Trustees/Client meetings
• Involvement in strategy setting and client acquisition
• Perform necessary investigations and provide 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/PoP 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.
• Preparation, review, and presentation of Investor education material at road shows for scheme participants, 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 related adhoc tasks that may arise from time to time.

Essential Qualifications

• Matric / Grade 12 / National Senior Certificate
• University Degree or similar qualification, preferably with a financial major

Minimum Experience Level

• Five years related client relationship management experience (business/finance/company/trust/schemes management)

Three 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 (examples: Contracts, Company MOI and Trust deeds).
• Preparing and presenting complex information in a simple, useful and intelligible format.
• Providing Company and trust fiduciary and secretarial support.

Advantageous Experience Level

• Experience with accounting, auditing and tax matters would be a significant advantage.
• Experience with the Trust Property Control Act would be a significant advantage.
• Experience with the Companies Act would be a significant advantage.
• Knowledge of JSE & STRATE listed company requirements would be an advantage.
• Experience with company secretarial duties and functions would be an advantage
• Experience with share schemes, including public BBBEE schemes, would be a significant advantage.

Preferred Certifications

• FISA/SAIT/SAICA/SAIPA or related membership would be an advantage

Technical / Professional Knowledge

• Strong administrative and coordination skills and ability.
• Financial and tax knowledge and numeracy
• Business acumen and writing skills
• Excellent communication skills
• Financial reconciliation, data analysis and information presentation skills
• Strong on governance and managing risks and controls 
• Excellent Microsoft Office skills
• Relevant regulatory knowledge 
• Ability to conduct research and present findings

Behavioural Competencies

• Leadership and competitive disposition
• Problem solving and solution seeking
• Planning, Organizing and coordinating
• Building Partnerships and Trust 
• Contributing to Team Success 
• Decision Making 
• Work Standards 
• Accuracy and Quality focus
• Coaching