Current Vacancies at Nedbank

Job Purpose

• To provide financial expertise and wealth creation advice to Nedbank clients in order to make Nedbank the great place to bank.

Job Responsibilities

• Analyse clients’ financial statuses to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a bespoke financial plan.
• Examine and suggest financial solutions and strategies for the financial plan (plan for life).
• Assist clients in implementing their plans and carry out financial transactions.
• Review clients’ portfolio's and plans on a regular basis to customize the financial plans according to clients’ changing life or economic circumstances, needs and requirements.
• Maintain updated knowledge of regulations, practices and financial products in order to maintain fit and proper status.
• Demonstrate an understanding of structuring, presenting and reviewing financial plans to individuals and legal entities.
• Displays knowledge of approved products and services and be able to continuously up-skill oneself on product and industry development.
• Understand the appropriate rules and regulations of the industry and the bank and the application thereof, maintaining full compliance.
• Building a sustainable and profitable practice.
• Participate and attend all business engagements to build and strengthen relationships.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate
• Diploma

Preferred Qualification

• Certificate: Financial Planning

Preferred Certifications

• FAIS Qualification.

Minimum Experience Level

• Role specific / 1 -5 years experience / exposure in sales

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Job Purpose

• To manage the Inland Sales Team (Gauteng, Pretoria and outlying areas), further develop the region and deliver sales teams results through enabling others and ensure alignment to Nedgroup Investments strategic focus areas.

Job Responsibilities

• Build and maintain relationships with existing and new clients in the regions.
• Identify and meet stakeholder needs, including giving them regular feedback.
• Identify opportunities for collaboration and work with internal resources to support the Asset raising efforts through technical marketing.
• Market existing products and work with Best of Breed, Multi Manager and Core teams.
• Achieve clear accountability of team members.
• Ensure resource capacity is aligned to the needs of the business.
• Key focus areas are 40% Sales, 10% Strategic initiatives, 20% Client relationship initiatives, 10% Marketing initiatives, 20% Team management and Leadership.
• Plan and monitor development by scheduling and tracking team progress against performance.
• Engage with the team and identify additional training and development requirements. 
• Ensure relevant stakeholders are kept informed and updated.
• Identify opportunities for improvement.
• Ensure transformational targets are met.
• Contribute to a culture of transformation by participating in Nedbank culture building initiatives, business strategy, and CSI.
• Stay abreast of developments in field of expertise, ensuring personal and professional growth.
• Understand and embrace the Nedbank vision and values, leading by example.
• Participate in the development and implement action plans to address issues raised in culture surveys.
• Create a client service culture through various interventions.
• Achieve operational excellence.
• Encourage team to generate innovative ideas and share knowledge.
• Manage budget costs within budgeting constraints.
• Set and allocate sales targets for the team. Review sales targets against performance.
• Ensure profitability of distribution medium.
• Make recommendations for alternate improvements to the business by reviewing non-performing areas.
• Meet financial targets through monitoring, tracking and reviewing performance of the team.
• Ensure quality sales standards are agreed to and delivered on.
• Manage performance of staff by implementing performance agreements and ensuring a clear vision.
• Mentor and coach staff on identified performance gaps.
• Motivate staff to perform and contribute to the success of the business by creating environment of teamwork through engaging with staff (sharing information) and encouraging participation in decision making processes.
• Follow the recruitment process when recruiting talent.
• Maintain a high performing team and ensure an environment for optimal performance is created by identifying talent pool through career conversations, using the talent grid principles and developing talent retention programmes.
• Manage the onboarding process of new employees.

Job Responsibilities Continue

People Specification

We believe in employing highly motivated, sharp and quality orientated people that thrive in a culture that celebrates and supports diversity within an environment that is creative, collaborative, challenging and dynamic.  Aligned to our core purpose of enabling our investors to achieve their investment goals, we are committed to enabling our staff achieve their full potential and long-term career growth at Nedgroup Investments. Specifically for this role, we are looking for:

• High standard of personal presentation.
• Self-motivated and well organised with an ability to adapt and tackle a wide variety of challenges.
• Ability to deal with people both within the organisation and external customers

Essential Qualifications - NQF Level

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

Preferred Qualification

• Relevant Bachelor Degree

Essential Certifications

Preferred Certifications

• CFP Holds a financial post graduate degree
• CFA, CA, MBA desirable

Minimum Experience Level

• Minimum 3 years in a sales leadership role
• Minimum 10 years' experience in the investment industry
• Knowledge of clients, investment products, communication principles and marketing techniques
• Investment knowledge

go to method of application »

Job Purpose

• To provide financial expertise and wealth creation advice to Nedbank clients in order to make Nedbank the great place to bank.

Job Responsibilities

• Analyse clients’ financial statuses to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a bespoke financial plan.
• Examine and suggest financial solutions and strategies for the financial plan (plan for life).
• Assist clients in implementing their plans and carry out financial transactions.
• Review clients’ portfolio's and plans on a regular basis to customize the financial plans according to clients’ changing life or economic circumstances, needs and requirements.
• Maintain updated knowledge of regulations, practices and financial products in order to maintain fit and proper status.
• Demonstrate an understanding of structuring, presenting and reviewing financial plans to individuals and legal entities.
• Displays knowledge of approved products and services and be able to continuously up-skill oneself on product and industry development.
• Understand the appropriate rules and regulations of the industry and the bank and the application thereof, maintaining full compliance.
• Building a sustainable and profitable practice.
• Participate and attend all business engagements to build and strengthen relationships.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate
• Diploma

Preferred Qualification

• Certificate: Financial Planning

Preferred Certifications

• FAIS Qualification.

Minimum Experience Level

• Role specific / 1 - 5 years experience / exposure in sales

go to method of application »

Job Purpose

• To manage and deliver medium projects from commencement to completion within the scope, budget and time agreed. Projects could be associated with any discipline e.g. property, engineering, information technology, in line with the business strategy. 
• The Project Manager will play an active role in providing mentorship and coaching on agile best practices to junior staff. 
• The Project Manager will also ensuring the team is working on the right tasks at the right time, working closely with the product manager to translate epics, stories, and other items on the sprint list into actionable tasks for the delivery team

Job Responsibilities

• Ensure successful implementation of Agile in software projects with improved quality in accordance with business needs and strategic goals.
• Provide expert level guidance to software project team in terms of process, system, tools, methods as well as communication, integration, and successful team dynamics through weekly facilitation sessions
• Integrate with diverse stakeholders by engaging and facilitate with multiple diverse groups across a spectrum of wants and needs
• Engage and facilitate with multiple diverse groups across a spectrum of wants and needs
• Build professional relationships though engagement and regular communication and feedback with all stakeholders using quality metrics and project status reports as drivers
• Ensure accurate cost estimation based on coverage of client requirements and project scope.
• Manage project budget within project scope.
• Deliver projects on target within due date, budget and according to scope and project governance.
• Ensure traceability of defined benefits throughout lifecycle of the project and escalate any deviations.
• Ensure management of scope including coverage of client requirements and based on estimations.
• Manage delivery of project against agreed schedule.
• Meet requirements by providing advice to clients on the most appropriate Project management approach, identify project stakeholders, communicate their roles, and define the level of participation in project, map their communication needs and manage stakeholder engagement strategies through the project plan.
• Manage each stakeholder group actively through the change cycle.
• Conduct business change impact across process, systems, and roles according to the change management plan.
• Manage the stakeholders by ensuring an understanding of the behaviours and operations and by defining strategies in project schedule.
• Keep clients and management informed.
• Ensure the change management process is led and supported together with the client.
• Ensure client needs are accurately captured in scope and signed off by stakeholders.
• Ensure satisfactory post implementation review and performing retrospectives/inspect & adapt sessions as required.
• Ensure client needs are accurately captured in scope and signed off by stakeholders.
• Ensure sufficient resource allocation.
• Manage delivery of medium projects according to prevailing Project Management methodology.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate
• Professional Qualifications/Honour’s Degree

Preferred Qualification

• NQF level 7 qualification or Honours degree in Project Management or Business management

Essential Certifications

• Relevant certification in PM practises or methodology (PRINCE/ PMBOK ETC)

Preferred Certifications

• Project Management or Business Management,  Certified Scrum
• SAFe certified

Minimum Experience Level

• 5-8 years working experience in project environment of which 5 years in a PM role

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Job Purpose

• To attain new and expand existing client base for Nedbank to grow the Nedbank brand and optimise revenue according to business objectives.

Job Responsibilities

• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (eg: 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.
• Follow laid down processes in opening of accounts by using checklist and account opening matrix.
• Complete weekly compliance training and assessment online to keep up to date on changes.
• Keep relevant compliance Letter of Authority up to date and inform clients at each interaction.
• Action daily control reports and attach correct documentation.
• Identify new clients and their needs through needs analysis and provide a suitable solution.
• Cross sell to existing clients by establishing need through financial fitness discussions.
• Obtain referrals from existing clients as well as leads from other Business Units through area collaboration.
• Ensure that every deal done is priced in line with Business Unit objective and strategy.
• Generate revenue through charging for ad hoc services provided to clients.
• Monitor and manage sales on a daily; weekly and monthly basis in order to achieve monthly targets.
• Increase market share by converting secondary clients to primary clients and ensuring accounts are entrenched.
• Participate in end of day discussion and apply recommendations from manager to optimise sales results.
• 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 sharing knowledge with team. Maintain world class service standards when dealing with clients by listening; attending to their needs; keeping them in the loop and making things happen for them.
• Ensure that client complaints and queries are resolved timeously by using relevant complaints system.
• Adhere to the ask once promise to clients according to Nedbank strategy.
• Build relationships with clients through regular contact and having an individual interest in them.
• Network with internal stakeholders to collaborate in order to provide complete solution to clients.
• Obtain regular feedback from clients by requesting completion of feedback forms.
• Mitigate risk to Nedbank by identifyingand verifying clients manually or using relevant technology.
• Adhere to clean desk policy to minimise risk of exposing client confidentiality.
• Reduce fraudulent transactions by reporting suspicious transactions to the relevant department.

Job Responsibilities Continue

People Specification

Essential Qualifications - NQF Level

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

Preferred Qualification

• Bachelor of Commerce: Banking or accounting. FAIS qualification, Regulatory Examinations 1.

Essential Certifications

Preferred Certifications

Minimum Experience Level

• 1 - 2 years as a Sales Consultant in a Financial industry

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Job Purpose

• The purpose of GIA is to provide independent, objective assurance to the Nedbank Group Limited Board of Directors via the Group Audit Committee that the governance processes, management of risk and systems of internal control are adequate and effective to mitigate the risks (in line with GIA Internal Audit Methodology), both current and emerging, that threaten the achievement of the Group’s strategy and key objectives, and in so doing help improve the internal control and risk culture of the Group.  
  GIA receives its authority from the Group Audit Committee (GAC), which is a committee of the Board of Nedbank Group Limited established to, among other things, review the work of Internal Audit of Nedbank Group Limited and its subsidiaries (the "Group").

Job Responsibilities

Insurance industry

• Deep insurance industry strategic and transformation experience for a minimum of 8 years. 

Insurance strategic insights & Client Centricity

• Understand and stay abreast of developments in field of expertise, emerging risks and insurance industry trends (including competitors and digital trends).
• Understand current insurance industry and business strategy, reality, impact of transformation, digital initiatives, risks and expectations and consider key and/or emerging risks to update the annual risk-based annual audit plan, in order to support relevant GIA reporting.
• Be commercially minded with a Nedbank client centric approach and understand the broader business strategy in the auditing approach.

Digital Platform & Data Driven Audit

• Apply knowledge of insurance sector, digital transformation, and emerging risks to assess and engage with stakeholders on large-scale and complex changing environments, data, IT infrastructure and technology and determine best approach and testing strategy to provide advisory / consulting and insightful reporting.
• Apply practical project management experience gained to large transformation projects ito delivery of strategic intent (including SAFe principles)

Transformational Assurance

• Execute audit assignment planning, fieldwork and reporting in line with the Group Internal Audit (GIA) methodology and Institute of Internal Auditors (IIA), including file completion.
• Seek opportunities to improve business processes, models and systems through agile thinking.
• Identify and assess the design adequacy and operational effectiveness of manual and automated controls within audit scope and utilising data analytics.
• Identify and ensure compliance with relevant laws, regulations and guidelines in line with audit scope.
• Influence stakeholders to address inefficiencies in resolving audit findings through utilising professional experience in demonstrating benefits of best audit practice.
• Ensure continuous improvement of the quality of audits through providing professional insights.
• Ensure improved productivity and efficiency and the delivery of projects within agreed timelines.
• Achieve operational excellence and support the implementation of business optimisation improvement in GIA.
• Apply professional judgement in all audit interactions.
• Deal with complex verbal and documented information and data in the audit process.

Integrated Risk and Control Environment

• Engage with the risk and compliance community to ensure coordinated assurance approach and assessment of risk and control to ensure scope is appropriately defined.

Impactful Reporting

• Prepare quality, relevant and commercially astute assignment and reports that provide intelligence and meaningful insights that enable the management of risk to be a strategic and competitive differentiator for Nedbank.
• The ability of story-telling and writing reports in a succinct and concise manner which is visually appealing and at an appropriate level for various stakeholders and governance forums, including Group Audit Committee.

Business Partner Relationships

• Build and maintain an open and constructive relationship during and outside of scheduled as a Trusted Advisor with senior internal and external stakeholders including External Audit and Business Executives and the risk and compliance community.
• Build trusting relationships and improve credibility and quality of audit outputs by achieving team objectives through engaging with staff, peers and other departments for reporting purposes.

Effective Leadership

• Create an environment of teamwork that contributes to Group Internal Audit (GIA);
• Ensure personal growth and enable effectiveness in performance of roles and responsibilities.
• Contribute to the Nedbank Culture building initiatives (e.g. staff surveys etc.).
• Participate and support corporate responsibility initiatives for the achievement of business strategy.

Essential Qualifications - NQF Level

• Advanced Diplomas/National 1st Degrees

Preferred Qualification

• BComm, BCompt, BSc (mandatory)
• Certified Information Systems Auditor (CISA) and optional Certified Internal Auditor (CIA) (optional)

Type of Exposure

• Strategic insights, consulting and advisory
• Influencing stakeholders to obtain buy-in for concepts and ideas.
• Conducting quality assurance reviews
• Sharing information in different ways to increase stakeholders understanding
• Building and maintaining effective relationships with internal and external stakeholders
• Auditing
• Interacting with diverse people
• Analysing and interpreting qualitative and quantitative data
• Communicating standards to others
• Insurance (mandatory); advantageous wealth, asset management and banking
• Consolidate data from various sources and identify/interpret trends

Minimum Experience Level

• 8+ years strategic and transformation experience (including project management ain accordance with SAFe principles) within 1st, 2nd or 3rd line of assurance or consulting / advisory related services. 
• 8+ years in insurance (mandatory) and/or wealth management (advantageous).