Nedbank Private Wealth is a wealth management business that aims to fulfil the global needs of our high-net-worth (HNW) and ultra-high-net (UHNW) clients through the provision of integrated advice and services that span banking, fiduciary services, investments, insurance and philanthropy. We are a wholly owned subsidiary of Nedbank and also offer our clie...
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About the Role:
To support business objectives by managing fulfilment of requests from clients and staff in order to achieve business results with effective level of client satisfaction and risk management. The role of team leader settlements is responsible for the day-to-day management of the administration team based in Johannesburg, reporting to the head of operations stockbroking. The team is responsible for the settlement and reporting of equities (listed and unlisted), bonds, derivatives, offshore investments, unit trusts and cash. All client transactions and positions are maintained on the single investment platform (SIP) which are reconciled and balanced daily to the source systems. The team provides support to the retail stockbroking and wealth businesses.
The successful applicant will be a highly motivated, self-driven individual who functions well in a high pressured environment, has good communication skills, is capable of multi-tasking and skilled in resolving reconciliation differences. The position requires interaction with branch managers; wealth managers, portfolio managers, admin assistants, finance, and IT. A strong track record of settlement experience (including BDA) is essential with the necessary skills to ensure an efficient operating model.
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