Senior Manager: Skills Based & Company Organised at Nedbank

Job Purpose

• Deliver superior investment advice; performance and service relative to applicable benchmarks through the application of research generated ideas to a client portfolios that ensures sustainable annuity income and income growth for the Bank.

Job Responsibilities

• 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.
• Participate in the Regional Investment Strategy Committee meeting- take the regional view to the National Strategic forum; put forward the investment views with regard to asset allocation and buying / selling shares and other financial instruments and agree consensus.
• Apply consensus decisions taken at national strategy committee to individual client portfolios where applicable by transacting on them.
• Ongoing review of client portfolios through checking against performance; benchmark and client requirements.
• Provide considered changes to client portfolios within the framework of a clients needs and objectives through transacting in financial instruments.
• Ensure that all considered changes are in accordance with the house view as determined by Stratcomm through execution in order to achieve superior performance relative to applicable benchmarks.
• Grow Auw 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.
• Mentoring of portfolio managers Support the client relationship manager/ wealth manager by presenting to clients on the status of their portfolio.
• Build professional relationships through participating in client/ Bank functions.
• Provide Non discretionary clients with investment recommendations and opinions through discussions or in writing and act upon it should the client be in agreement.
• Resolve investment issues raised by the client by examining their concerns and reporting back.
• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
• Resolve investment issues raised by the client by examining their concerns and reporting back.

People Specification
Essential Qualifications - NQF Level

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

Preferred Qualification

• Chartered Accountant CA(SA), Chartered Financial Advisor (CFA), Honours degree in Finance

Essential Certifications

• Certified Financial Planner (CFP)

Minimum Experience Level

• 5-10 years in a similar 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
• Principles of project management
• Relevant regulatory knowledge

Behavioural Competencies

• Applied Learning
• Building Customer Loyalty
• Communication
• Collaborating
• Decision Making
• Managing Work

Deadline:26th August,2025