Nedbank Group Limited is a bank holding company that operates as one of the four largest banking groups in South Africa. The company's shares have been listed on the JSE Limited since 1969. The group offers a wide range of wholesale and retail banking services through four main business clusters, namely Nedbank Corporate and Investment Banking, Nedbank Retai...
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Job Purpose
- To operate as business support for CIB HR by formulating, analysing, communicating and validating requirements in relation to HR systems and processes. To understand business problems and identify solutions to enable CIB to achieve its people focused goals.
Job Responsibilities
- Represent CIB HR in Group HR solutions and processes/practices and HR2.0 technology related workstreams, to ensure CIB HR requirements are taken into account
- Assist in defining, clarifying and clearly articulating CIB HR business requirements (with an enterprise view) in terms of the agreed approach and to ensure that CIB is compliant
- Provide expert knowledge on HR systems being developed, including support in the identification of defects, oversight of their resolution, and identification of areas of further improvement
- Seek opportunities to improve HR processes and systems by identifying and recommending effective ways to operate and add value to Nedbank.
- Ensure HR system product specifications are accurate, complete and in line with all relevant standards and requirements, i.e. user procedures; technical specifications; and business requirements by reviewing and making appropriate recommendations.
- Develop trusting relationships with internal stakeholders by ensuring proactive communication between stakeholders and the functional team remain optimised.
- Meet stakeholder requirements by ensuring that the product and process design (from the solution design team) agrees with the required business specifications.
- Ensure work completed to plan by adhering to agreed timelines and following the project plan.
- Provide functional system support to the CIB HR community by accurately identifying, analysing, and resolving system queries by understanding the products, processes and systems.
- Undertake analysis of data and advise CIB HR on required clean-ups
- Identify any risks that system, process and other changes pose to business as usual activities
- Coordinate User Acceptance Testing (UAT) to confirm that business requirements have been delivered by reviewing test scenarios/cases to ensure they have sufficient coverage, maintain oversight of the testing, support testers throughout the testing life cycle and provide a recommendation that sign-off of UAT can be provided
- Identify and lead HR Process optimisation and automation
- Provide/document the 'as is' process and provide input into the ‘to be’ process design, including advising what is operationally feasible
- Develop and execute change management plans to support the implementation of changes/enhancements to HR systems and processes
- Provide training to the CIB HR community during the operationalisation of systems, process or other changes
- Provide input into the artefacts and impact assessments completed by the CIB change management team
- Ensure that all management actions have been executed before operationalising a solution
Essential Qualifications - NQF Level
- Matric / Grade 12 / National Senior Certificate
- Advanced Diplomas/National 1st Degrees
Preferred Qualification
- Bachelor's Degree or Equivalent
Minimum Experience Level
- Total number of years' experience: 5-8 years' experience in:
- Understanding systems development and systems development Life Cycle
- Knowledge of / experience with process analysis, automation/optimisation and reporting
- Project management and change management
Technical / Professional Knowledge
- Change management
- Project Management
- Stakeholder management
- Management information and reporting principles, tools and mechanisms
- Governance Risks and Controls
- Relevant regulatory knowledge
- Business Acumen
- Human Resource Policies And Practices
Behavioural Competencies
- Earning Trust
- Communication
- Initiating Action
- Building partnerships
- Planning and Organizing
- Technical/Professional Knowledge and Skills
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Job Purpose
- To deliver outstanding client services; manage service capacity; deploy and move staff to meet servicing demand and to manage the Branch's administrative and services portfolio.
Job Responsibilities
Nedbank Goals:
- Our goal is to be the best in client experience for our clients and make a real lasting difference for our clients.
- Identify and support service opportunities and collaborate with service teams across Branch types to inspire team to define and implement action plans to grow profit and market share through service interventions.
- Manage controllable expenses (i.e. overtime, stationery, telephone, traveling) within the agreed financial parameters.
Client Engagement:
- Identify client's service needs and opportunities.
- Ensure service teams are prepared for client engagements and to improve client experience.
- Study client feedback reports from service teams and address/ action plan root causes with teams to achieve service excellence goals.
- Drive client experience aligned to the Nedbank brand pillars and Service excellence promise to Caringly connect and deliver value for our clients.
- Ensuring that the Branch meet the defined service standards and corporate image requirements.
- Educate clients to shift towards servicing through digital channels to provide them with convenient alternatives.
- Ensure compliment and complaint management.
- Explore client acquisition opportunities and drive quality leads or assist clients to open accounts via the Nedbank Money App where no advice is required.
- Walk the floor regularly during the day, greet clients and ensure that they are being serviced in line with Nedbank service principles and are visible and available to clients at all times.
- Manage capacity of service staff against client demand, real time.
- Monitor staff client ratings and implement corrective coaching where needed or celebrate great service behaviour.
Risk and Ops:
- Manage operational activities as per the Branch Risk Observation Training Analysis (BROTA), Control Check list, branch cash holdings, Document Management Portal and compliance training.
- Manage cash related activities to reduce the operational and reputational risk.
- Monitor Risk and Compliance reports and act on key risk and non-compliance matters.
- Embrace workforce and queue management to ensure optimal store efficiency.
- Manage the security aspects of day to day risks.
- Ensure adherence to process mandates limits.
- Ensure all equipment is maintained and conduct checks to ensure all self service devices are operational.
Lead:
- Participate in the preparation of business performance reports to engage management on a regular basis.
- Translate business goals into team and personal goals based on team roles and responsibilities.
- Ensure team is trained and compliant and have the necessary tools to deliver on their goals.
- Inspire the use of learning tools and identify development and growth opportunities for individuals and teams.
- Engage team on performance through regular performance discussions on personal and business goals and use creative means, brainstorm opportunities for continuous improvement to be more efficient in delivery and be more effective in meeting client needs.
- Be an example to team and others by bringing the Nedbank values and behaviours to life through own behaviour, practice and self-growth.
- Lead through coaching, mentoring, facilitating and inspiring teams and stakeholders.
- Ensure and lead consequence management, discipline and effective employee relations.
- Manage staff onboarding process for staff to become proficient, confident and knowledgeable.
- Ensure and lead consequence management, discipline and effective employee relations.
People Specification
Essential Qualifications - NQF Level
- Matric / Grade 12 / National Senior Certificate
Minimum Experience Level
- 3 - 6 years Banking, Risk & Regulatory exposure
Technical / Professional Knowledge
- Coaching principles
- Nedbank policies and procedures
- operational procedures
- Change management
- Governance, risk and controls
- Problem solving skills
Behavioural Competencies
- Building Customer Relationships
- Decision Making
- Planning and Organizing
- Execution
- Customer Focus
- Coaching
- Delegation and Empowerment
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Job Purpose
- To maximize sustainable revenue streams through the origination and implementation of profitable specialised Project Finance, PPPs and Concession Backed debt, equity, and quasi-equity financing transactions in various South African and selected rest of Africa jurisdictions and sectors.
Job Responsibilities
- Build strong working relationships with internal stakeholders by networking; fostering collaboration; regular communication and complying with the governance and controls.
- Build and maintain external stakeholder relationships by networking / conferencing; maintaining regular contact; ongoing communication; site visits and pitching ideas.
- Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
- Research and make recommendations for corporate citizenship initiatives in area of influence.
- Participate and support corporate responsibility initiatives for the achievement of business strategy (e.g. Green Strategy).
- Seek opportunities to improve business processes; models and systems by identifying and recommending effective ways to operate and adding value to Nedbank.
- Ensure compliance by sanctions checking and adhering to (FICA; Internal and Environmental) regulations; policies and procedures.
- Execute credit approval process by rating; pricing; analysing; application; constructive communication and consultation.
- Manage deal implementation by structuring; negotiating and attending to legal matters and Conditions precedent (CP).
- Ensure ongoing risk management by reviewing risk annually; assessing performance; undertakings; client visits and engaging with Transaction and Credit.
- Improve performance of team by providing on the job training; knowledge sharing and identifying suitable formal and informal training.
- Get involved in non-deal specific projects by providing expert advice and training; testing and implementing.
- Originate transactions by scanning the market; marketing and pitching ideas and networking.
- Execute transactions by structuring; analysing; negotiating; managing and pitching the deal.
- Manage costs and contribute to Business Unit cost efficiency by operating within the allocated budget.
- 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.
- 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.
- Enable skilling and required corrective action to take place by sharing 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.
Essential Qualifications - NQF Level
- Advanced Diplomas/National 1st Degrees
Preferred Qualification
- Chartered Accountant (SA), Chartered Financial Analyst, Masters Degree in Commerce, Sciences, Legal or other relevant field
Minimum Experience Level
- 8-12 years relevant sector / industry experience
Technical / Professional Knowledge
- Banking procedures
- Business Acumen
- Industry trends
- Microsoft Office
- Principles of project management
- Relevant regulatory knowledge
- Relevant software and systems knowledge
- Risk management process and frameworks
- Business writing skills
- Cluster Specific Operational Knowledge
Behavioural Competencies
- Customer Focus
- Work Standards
- Building partnerships
- Advancing Sales Discussions
- High-Impact Communication
- Managing Work
- Sales Disposition
- Sales Negotiation
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Job Purpose
- To assume accountability for the direction and market position for a group of sectors (eg oil & gas, infrastructure, financial institutions, HR, etc.) within the CIB business. Responsibility for internal business unit marketing needs to enhance alignment of EVP & CVP. Craft brand positioning strategies and go-to-market plans which position each sector as a thought leader in the corporate investment banking space. Take the key commercial objectives of each sector and translate them into an annual strategic marketing plan. Identify the appropriate media channels to deliver marketing campaigns for the sectors in an effective and efficient manner.
Job Responsibilities
Develop marketing strategies to deliver business objectives:
- Develop and implement integrated marketing strategies that enable sectors to compete in the market and grow “sector expertise” awareness levels with clients.
- Ensure that the marketing strategic plans are implemented and operationalised.
- Excellent brief writing skills to ensure that marketing briefs into the Group COE have sufficient knowledge on the sector being serviced and clear articulation of the tasks.
- Develop and grow a good understanding of the CIB business and relevnt sectors by working as part of the CIB sector teams and business unit manco
- Support sectors in delivering relevant and strategic messages to market.
- Identify and test new ideas to explore new marketing opportunities for growth.
- Working with the COE to generate actionable insights that will drive the marketing strategy.
- Develop, manage, and track the budget to achieve marketing and business objectives.
- Ensure client experience journeys are effective and optimised.
Establish Guardrails:
- Track performance of the delivery teams/ squads in the COE and hold them accountable.
- Ensure the constructs of risk, legal, governance and compliance are addressed.
- Continuous process enhancement to ensure excellent execution to the business.
Oversee the sector missions:
- Empower delivery teams/ squads to make decisions and recommend tailored solutions to sector specific problems. Share sector specific knowledge with squad to enable delivery and decision making.
- Raise the profile, manage the presence of CIB across the various market sectors.
CIB business unit responsibility:
- Assume responsibility for taking briefs from the relevant business units (on internal events, and communications for assigned and allocated business units. The marketing head will then be responsible for briefing the internal marketing team (events manager / comms head) on needs of BU.
Stakeholder management:
- Build and sustain relationships to ensure satisfied stakeholders.
- Create a climate of teamwork and cross-cluster co-operation to enable improved campaign results.
Essential Qualifications - NQF Level
- Diploma
- Advanced Diplomas/National 1st Degrees
Preferred Qualification
- Post graduate degree in Marketing or Commerce
Minimum Experience Level
- 7 - 10 years management in a marketing or related function.
Type of experience:
- Experience in developing and executing marketing plans
- Budget development and management skills
- An understanding of a B2B business environment and the marketing nuances required to be successful in an investment banking environment
- Collaboration across various teams and functions
- Can demonstrate decision making linked to business / brand strategy
- Dealing and managing multiple and demanding stakeholders
Technical / Professional Knowledge
- Capacity planning
- Change management
- Communication Strategies
- Diversity management
- Employee training/development
- Organisational behaviour theory
- Principles of project management
- Stakeholder management
- Strategic planning
- Talent management
Behavioural Competencies
- Customer Focus
- Establishing Strategic Direction
- Operational Decision Making
- Compelling Communication
- Cultivating Networks and Partnerships
- Driving Execution
- Sharing Responsibility
- Strategic Influence
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Job Purpose
- To create and increase revenue and economic profit from selected existing and new clients, effectively managing internal stakeholders and facilitating collaboration across the relevant product areas of Nedbank's wholesale clusters, as per the business strategy.
Job Responsibilities
- Build long-term professional and collaborative relationships externally and internally.
- Elevate the client coverage brand with external clients.
- Manage internal and external stakeholder relationships.
- Provide a single interface for the client with the bank.
- Proactively recommend tailor-made solutions to meet the client's needs by gaining an understanding of the client's business and business environment, and by consulting with relevant stakeholders.
- Contribute to a culture of transformation by participating in Nedbank culture building initiatives, business strategy, and CSI.
- Seek opportunities to improve business processes, models and systems by identifying and recommending effective ways to operate and adding value to Nedbank.
- Deliver three-year plan for the portfolio by continuously engaging clients' executives to understand short-to-medium-term strategies.
- Manage the client coverage brand with internal stakeholders by understanding the drivers for the client and the sectors and economies that they operate in.
- Manage the Nedbank brand with external stakeholders by engaging internal stakeholders on their plans and expectations to ensure that both plans are congruent.
- Understand the banks risk policy, internal procedures, product and information requirements to vet transactions and to enhance the quality of transactions referred to the product areas. Share knowledge, networks and analysis across Nedbank Business Units.
- Recommend improvements for efficiency and competitive advantage
Essential Qualifications - NQF Level
- Matric / Grade 12 / National Senior Certificate
- Professional Qualifications/Honour’s Degree
Preferred Qualification
- Honours - Finance/ CA/ MBA/ CFA
Minimum Experience Level
- Minimum 5 years’ experience in sales and deal origination related to a Corporate client portfolio within a banking / financial services environment
Technical / Professional Knowledge
- Cluster Specific Operational Knowledge
- Communication & Presentation skills
- Risk management process and frameworks
- Principles of project management
- Relevant regulatory knowledge
- Sector knowledge and specialisation
Behavioural Competencies
- Customer Focus
- Becoming a Business Advisor
- Building Trusting Relationships
- Leveraging a Winning Sales Strategy
- Sales Disposition
- Qualifying Sales
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Job Purpose
- Collaborate with businesses to enhance processes and performance. The aim is to apply business process principles in the analysis of As Is business operations and the mapping of the To Be business operating models and business process artefacts. Pair with Product Designers (CX/UX), Business Architects, Testers (QA), Developers and key roles in the requirements value chain. Apply the principles of Product Ownership Analysis and the strategy-to-execution framework.
Job Responsibilities
- Proactively plan process deliverables based on relevant project delivery method.
- Work with business stakeholders to prioritise process work.
- Design and execute process improvement initiatives, taking responsibility for individual delivery in terms of quality, scope, and time.
- Independently conduct in As Is and To Be discovery, analysis and design using relevant analysis techniques.
- Define the scope and estimations for process initiatives.
- Proactively engage with business on strategic initiatives which require process improvement.
- Professionally consult with senior stakeholders across clusters.
- Ability to build business case to demonstrate business value & calculate ROI for business stakeholders.
- Define and analysis value chains (cross functional process mapping) and linking business strategy to process architecture.
- Define the process end-to-end view (Operating model)
- Understand process improvement & Enterprise Architecture frameworks.
- Understand process measurement (tying value chain processes to corporate performance metrics)
- Understand when and how to use simulation to measure performance improvement.
- Collaborate and coordinate with internal and external stakeholders, including other Nedbank clusters.
- Ensure successful implementation of processes by evaluating benefit realisation.
- In depth understanding of process and workflow streamlining, problem resolution, change management and relevant BPMS tool use.
- Understand when and how to use simulation to measure performance improvement.
- Understand and apply industry and company change management policies and practices to process initiatives.
- Understand how change management integrates into the overall transformation initiative.
- Develop communication plans that will facilitate the planned changes.
- Develop mitigation strategies for cross-organizational impacts for process improvement projects.
- Ability to use BPM related tools including project planning and tracking.
- Providing progress reports to relevant stakeholders
- Understand how BPMS, process mining and RPA tools used for process automation.
- Ability to manage the capture of information in the BPM tools and review models for compliance with standards.
- Ability to work with the data architects to define dataflow, data transformation, interface needs and sources for all process mining information.
- Understanding of big data concepts and their applications in research, customer experience management, and information/data mining.
- Understand current and emerging technology landscape and use in the BPM context.
- Understand all the regulatory and compliance drivers for the business within their customer domain.
- Ability to work with the solution project manager and it to determine the best approach for the technical support side of a solution.
- Able to apply Nedbank process methods and practices on process initiatives.
- Understand the required risk controls within the risk appetite within their customer domain.
Preferred Qualification
- Computer Science/Information Systems/ Industrial Engineering / Business Degree / NQF 7
Preferred Certifications
- LEAN/SIX SIGMA-Yellow belt/CBPP/Business Analysis
Minimum Experience Level
- 7-10years
- Demonstrated proficiency of BPM, Change Management, and other methods that are part of a collaborative team.
- Demonstrated leadership on small-to-medium process and performance improvement engagements.
Technical / Professional Knowledge
- Principles of project management
- Relevant regulatory knowledge
- Facilitation techniques
- Presentation Skills
- System Development Life Cycle (SDLC)
- Functions Specific Policies Procedures and system Knowledge
- Modelling-BPMN/UML
- Process Design
- Process Measurements
- Analysis
- Business writing skills
- Agile concepts
Behavioural Competencies
- Continuous Improvement
- Communication
- Collaborating
- Managing work
- Influencing
- Leveraging Feedback
- Building Partnerships
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Job Purpose
- 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
Job Responsibilities
- Manage financial losses through efficient management of risk and processes
- Ensure effectiveness of processes by tracking, measuring and analysing data relating to work processes
- Perform effective planning to ensure capacity meets business requirements
- Improve efficiency by looking at ways of re-engineering or automating processes
- Maintain a capable high performing team and ensure an environment for optimal performance is created by identifying talent pool through conducting career conversations, utilising the talent grid principles and developing talent retention programmes
- Administration of investment products end to end, that is from client onboarding to client exit.
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
- Professional Qualifications/Honour’s Degree
Preferred Qualification
- Honours degree in Commerce
Minimum Experience Level
- 7 years plus in financial services - Asset management
- 5 years plus in management of people
- 7 years plus in an investment administration management role
- Experience to have automated or digitised some of these processes in previous roles
- Understanding the regulatory environment governing these products and processes in Investment industry
- Worked as a Team Leader or Manager in Client Services Centre in Asset Management
Technical / Professional Knowledge
- Strategic planning
- Budgeting
- Financial Accounting Principles
- Performance management
- Business administration and management
- Business principles
- Business terms and definitions
- Communication Strategies
- Staff resource planning
- Operations planning
- Employee training/development
- Diversity management
- Relevant Nedbank product knowledge
- Relevant regulatory knowledge
- Governance, Risk and Controls
- Change management
- Principles of project management
- Business writing skills
- Management information and reporting principles, tools and mechanisms
- Service level agreements
- Consumer behaviour
- Client Service Management
- Client service principles
- Organisational systems
Behavioural Competencies
- Building Partnerships
- Planning and Organizing
- Building talent
- Delegation and Empowerment
- Coaching
- Leading Change
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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
Minimum Experience Level
- Role specific / 1 -5 years experience / exposure in sales
Technical / Professional Knowledge
- Administrative procedures and systems
- Data analysis
- Relevant software and systems knowledge
- Relevant regulatory knowledge
- Banking knowledge
- Banking procedures
- Cluster Specific Operational Knowledge
- Business principles
- Business terms and definitions
- Governance, Risk and Controls
Behavioural Competencies
- Sales Disposition
- Building Trusting Relationships
- Energy
- Adaptability
- Continuous Learning
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Job Purpose
- To manage and maintain valid, accurate and complete client data to support various business objectives and strategic objectives.
Job Responsibilities
- Review and assess the existing data to identify inconsistencies, errors, and duplicate entries
- Utilize Excel functions and formulas to clean, format, and standardize data
- Verify accuracy and completeness of information, ensuring data integrity
- Collaborate with the team to understand the specific data quality requirements
- Maintain and update databases and data systems, applying changes and enhancements as needed
- Document and report data issues, problems, and solutions
- Develop rules to ensure accurate data capturing
- Create monitoring tools to identify data quality issues real-time
- Liaise and leverage off project, system, web, and business teams to align data quality and impact of any change
- Create dashboards and BI reports to visualise the quality of the data
- Align data structure and capturing of data to compliance and legislative requirements
- Production of reports and/or data extracts to ensure compliance to the RMCP process and other legislative requirements like ‘’Unclaimed Assets’’.
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
- Degree in Data Analytics OR Maths
Minimum Experience Level
- A minimum 2 - 3 years proven experience within a similar role
Technical / Professional Knowledge
- Strategic planning
- Budgeting
- Financial Accounting Principles
- Data analysis
- Consumer behaviour
- Management information and reporting principles, tools and mechanisms
- Relevant regulatory knowledge
- Change management
- Principles of project management
- Operations planning
- Client service management
Behavioural Competencies
- Managing Work
- Decision Making
- Customer Focus
- Communication
- Continuous Improvement
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Job Purpose
- To support all front-line advisers in Nedbank Private Wealth and the broader Wealth Management front-line teams, and their clients, to achieve their philanthropic aspirations, by providing appropriate wealth management advice, including philanthropic advice (initial and ongoing), and services, by following a client segment-led approach, spanning: strategic philanthropic advice; structuring advice; wealth management/investment planning advice; grant making services/selection of suitable grant making providers; trustee and trust administration services; financial accounting and tax services.
- We are looking for phenomenal individuals (teammates) who are familiar with the wealth management and charitable landscape and environment in South Africa.
Job Responsibilities
- Adaption of the wealth management global and South Africa approach to philanthropy services with a specific focus towards South African resident clients’ specific wealth management philanthropic needs with the aim of growing the philanthropy book within Nedbank Private Wealth.
- Contribute towards the design and implementation of a structured philanthropy advisory process focussed on the needs of South African clients, with a focus on the bespoke philanthropic needs of HNW and UHNW clients.
- Systematic development of a new business pipeline by working closely with all client facing wealth advisers.
- Establishment and maintenance of a thorough philanthropy knowledge base and sharing of thought leadership research, etc with a broader team.
- Maintenance of monthly activities and pipelines for monthly reporting to be able to show value and growth of our philanthropy services.
- Participate in client meetings in support of existing wealth advisers and work closely with business development areas to tap into the broader Nedbank client base to deepen client relationships via our philanthropy offering
- Support clients in determining appropriate philanthropic structures and work closely with the broader advice team of specialists who provide structuring advice to clients and assist with as an example the drafting of charitable trust deeds, as part of overall estate planning and wealth structuring advice which form the cornerstone of holistic wealth advice and financial planning advice.
- Work with internal partners and third-party service providers as needed
- Contribute towards the development of marketing material eg client communications, brochures, thought leadership articles etc aimed at raising the profile of our philanthropy offering.
- Identify and arrange suitable philanthropy-related events with NPOs and donors by clearly being able to articulate the return of investment from these events together with our marketing team to entrench Nedbank Private Wealth as the leader in this space and to grow our philanthropy book of clients.
- Contribute towards the design, research and business case preparation of future identified opportunities to grow our philanthropy base eg formation of a collective giving vehicle/donor advised fund.
- Develop personal networks in the philanthropy sector.
- Provide grant making services, including assessment of grantees and report writing to enable trustees to make informed decisions and provide initial and ongoing grant monitoring and reporting to trustees.
- Conduct regular reviews of all existing philanthropic structures/clients together with the appointed wealth adviser to ensure the viability and sustainability thereof.
- Contribute to the wider Philanthropy and Wealth Planning teams through preparing reports, attending events, driving philanthropy-related initiatives or undertaking any other duties within the scope, spirit and purpose of the job
Essential Qualifications - NQF Level
- Matric / Grade 12 / National Senior Certificate
- National Certificates and Occupational Awards
Essential Qualification
- Degree – preferably a BCom
- Post Graduate Diploma in Financial Planning
Essential Certifications
- FPI (Financial Planning Institute) membership
Preferred Designations
Minimum Experience Level
- 5 years working experience in the wealth management industry with specific experience working in the HNW and UHNW segments and advising HNW and UHNW families from a holistic wealth management perspective with the ability to advise on how to manage or structure their philanthropic endeavours.
- Additionally, a track record in philanthropy or grant-making, with broad knowledge of philanthropic trends, philanthropic structures/vehicles, regulatory requirements and impact measurement frameworks will be an advantage.
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
- Relevant regulatory knowledge
- Decision-making process
- Nedbank policies and procedures
- Business Acumen
- Relevant software and systems knowledge
- Banking knowledge
- Banking procedures
- Research methodology
Behavioural Competencies
- Continuous Learning
- High-Impact Communication
- Managing Work
- Sales Disposition
- Sustaining Customer Satisfaction
- Technical/Professional Knowledge and Skills
Method of Application
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