Job Opportunities at Nedbank

Job Purpose

We are looking for an energetic, dynamic and well-spoken Client Service Consultant to join the team in Cape Town. The core purpose of this role is to build engagement, trust and long-lasting relationships withf investors and financial planners through the delivery of exceptional service experiences. 

Job Responsibilities

• Provide client services to investors via various communication channels.

• Providing technical support in terms of Collective Investment Schemes and retirement products.

• Adhere to the daily schedule to ensure that targets are met by following the work plan.

• Follow Nedbank processes and values such as honesty; integrity; accountability; respect and pushing beyond boundaries when answering calls and when dealing with internal and external relations.

• Escalate all unresolved queries to management by logging the case on the system.

• Answer 90% of all calls within 60 seconds (90/60) as per Service level Agreements (SLA) Generate lead targets required on a month to month basis by offering products to the clients.

• Prevent losses that may occur in the business by being vigilant and making sure all calls are logged correctly.

• 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 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.

• Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions.

• Keep up to date with risk standards by reading; understanding and completing the updated manuals every time they are sent out and agreeing to the terms.

• 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.

• Understand the nature of the client's query by reiterating the key points raised by the client.

• Give continuous feedback to management and the back office and ensure that stakeholders are also updated through communication of information required by the different stakeholders.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate

• Advanced Diplomas/National 1st Degrees

Minimum Experience Level

2-3 years working experience as a Client Services Consultant within the Asset Management industry.

• Experience with Investments/Pension Funds/Retirement Fund in an Asset Management Business

• A sound technical understanding of Collective Investment Schemes and Retirement products

Type of Exposure

• Working with a group and individually to identify alternative solutions to a problem

• Checking accuracy of reports and rec

• Building and maintaining effective relationships with diverse internal and external stakeholders

• Sharing information in different ways to increase internal stakeholders understanding

• Managing customer expectations

• Comparing two or more sets of information

• Interacting with diverse people

• Interacting with external clients

• Working in a fast-paced and changing environment

• Working in a team

Technical / Professional Knowledge

• Administrative procedures and systems

• Relevant regulatory knowledge

• Relevant software and systems knowledge

• Business writing skills

• Banking knowledge

• Banking procedures

• Cluster Specific Operational Knowledge

• Business principles

• Business terms and definitions

• Governance, Risk and Controls

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Job Purpose

We are looking for an analytical, dynamic & innovative Client Data Management Consultant to join the Client Services team in Cape Town. The core purpose of this role is to collect, manage and maintain valid, accurate and complete client data to support various business objectives and strategic objectives. A successful candidate would also be required to develop reporting dashboards to draw insights and accelerate the processes of data analysis and reporting of client data.

Minimum Experience Level

1-2 years data management experience in Asset Management environment

Job Responsibilities

• Non-negotiable: Utilisation of Power BI and other dashboard technologies to streamline reporting

• Ensure reports / dashboards are produced timeously

• Proactive detect and identify issues and reporting thereof to internal and external stakeholders

• Manage and report monthly on progress, cost and benefits of client data maintenance.

• Implement and manage various client data maintenance campaigns.

• Enhance the integrity and completeness of data to support business objectives.

• Ensure that client data integrity (i.e. ensure that data is accurate and relevant) is achieved.

• Effectively and efficiently communicate with clients.

• Management and implementation of the client data maintenance strategy with various stakeholders in the business.

• Ongoing review (including audit) and reporting status of the client database. 

• Propose, implement, or enhance relevant processes and systems to the business.

• Implement, manage and reporting of unclaimed benefits.

• Provide feedback progress to various monthly committees

• Comply with regulation with regards to client details information.

• Manage and mitigate risk.

• Sharing information and encouraging participation in decision making processes.

• Stay abreast in field of expertise and deliver on the expectations from stakeholders.

• Contribute to team effectiveness and operational excellence. 

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate

Preferred Qualification

• National Diploma or Degree in Information Technology/ Information systems or equivalent professional qualification

Behavioural Competencies

• Earning Trust

• Customer Focus

• Decision Making

• Facilitating Change

• Driving for Results

• Planning and Organizing

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Job Purpose

To consult on and advise the business area regarding relevant domestic and international legislation; compliance and governance to ensure abidance to relevant codes; regulations and rules thereby minimising risk to and protecting the reputation of Nedbank.

Job Responsibilities

• Advise business on best practice for compliance by ensuring the business is educated on the compliance culture and by creating awareness around compliance implication of daily duties.

• Ensure compliance standards are met and risks are mitigated. Identify, define and agree on the regulatory universe applicable for each relevant Business Unit, mitigating risks.

• Conduct compliance risk and control assessments (CRA's).

• Test whether the business control is effective and adequate and ensure that business policies contain the right content addressing legislative requirements.

• Engage with stakeholders on findings of compliance risk and control assessments.

• Ensure that compliance risk is adequately addressed.

• Mitigate risk and applicability to business.

• Advise business of changes and identify potential impact of these changes on the business.

• 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.

• Influence the enhancement of business processes and methodologies.

• Enable management to make informed decisions and prevent compliance breeches.

• Prevent compliance breaches and reputational risk from occurring, which could result in financial penalties.

• Address compliance risk.

• Ensure that stakeholder relationships are effectively managed.

• Promote and facilitate cross Cluster engagement, manage and improve business efficiencies.

• Ensure awareness of business compliance status.

• Ensure upskilling and effective handover to relevant responsible person.

• Obtain buy-in for developing new and/or enhanced processes that will improve the functioning of stakeholders' businesses.

• Manage performance through training, development and addressing poor performance via HR channels.

• Educate self regarding business, through engagement, meetings, procedures and policy awareness.

• Support the central function by assisting in developing of policies, procedures, frameworks and tools with specific focus on relevant risk legislation, for the benefit of the larger organisation.

• Define governance frameworks and ensure good governance practice.

• Assess committees adherence to the governance requirements.

• Ensure business committees operate according to required business governance standards through regular engagement.

People Specification

Essential Qualifications - NQF Level

• Advanced Diplomas/National 1st Degrees

Preferred Qualification

Bachelor of Commerce: Risk Management , LLB

Essential Certifications

• FSCA - Approved Compliance Officer

• CISA preferred.

Type of Exposure

• Conducting root cause analysis

• Analysing and interpreting quantitative and qualitative data

• Developing ways to minimize risks

• Drafting reports

• Influencing stakeholders to obtain buy-in for concepts and ideas

• Sharing information in different ways to increase clients understanding

• Analysing and Comparing two or more sets of information

• Interpretation of legislation

• Analysing/impact

• Managing multiple projects

Minimum Experience Level

• 5-8 years in a senior compliance / governance role within the financial services. Advantageous will be the Insurance environment.

Technical / Professional Knowledge

• Banking procedures

• Business Acumen

• Industry trends

• Principles of project management

• Relevant regulatory knowledge

• Relevant software and systems knowledge

• Risk management process and frameworks

• Business writing skills

• Cluster Specific Operational Knowledge

• Banking knowledge

Behavioural Competencies

• Adaptability

• Communication

• Building partnerships

• Managing Work

• Quality Orientation

• Technical/Professional Knowledge and Skills

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Job Purpose

To provide professional and efficient call services in order to optimise client experience for Nedbank clients and ensure continued relationships are created and maintained.

Job Responsibilities

• Adhere to the daily schedule to ensure that targets are met by following the work plan.

• Follow Nedbank processes and values such as honesty; integrity; accountability; respect and pushing beyond boundaries when answering calls and when dealing with internal and external relations.

• Escalate all unresolved queries to management by logging the case on the system.

• Answer 90% of all calls within 60 seconds (90/60) as per Service level Agreements (SLA) Generate lead targets required on a month to month basis by offering products to the clients.

• Prevent losses that may occur in the business by being vigilant and making sure all calls are logged correctly.

• 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 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.

• Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions.

• Keep up to date with risk standards by reading; understanding and completing the updated manuals every time they are sent out and agreeing to the terms.

• 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.

• Understand the nature of the client's query by reiterating the key points raised by the client.

• Give continuous feedback to management and the back office and ensure that stakeholders are also updated through communication of information required by the different stakeholders.

Minimum Experience Level

1 - 2 years Contact Centre experience.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate

Preferred Qualification

Certificate: Call Centre

Type of Exposure

• Working with a group and individually to identify alternative solutions to a problem

• Checking accuracy of reports and rec

• Building and maintaining effective relationships with diverse internal and external stakeholders

• Sharing information in different ways to increase internal stakeholders understanding

• Managing customer expectations

• Comparing two or more sets of information

• Interacting with diverse people

• Interacting with external clients

• Working in a fast-paced and changing environment

• Working in a team

Technical / Professional Knowledge

• Administrative procedures and systems

• Relevant regulatory knowledge

• Relevant software and systems knowledge

• Business writing skills

• Banking knowledge

• Banking procedures

• Cluster Specific Operational Knowledge

• Business principles

• Business terms and definitions

• Governance, Risk and Controls

Behavioural Competencies

• Building Customer Loyalty

• Communication

• Technical/Professional Knowledge and Skills

• Managing Work

• Adaptability

• Quality Orientation

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Job Purpose

Nedgroup Investments is looking for an individual passionate about advancing the agenda of climate and sustainability related issues in the investment industry.  The Head of Responsible Investments would be required to develop the Nedgroup Investments strategy toward sustainability, driving all aspects of our responsible investment linked activities, and remaining entirely focused and accountable for the credibility of the business as a leader in Responsible Investing.

Key requirements

• Business development skills to support client communication verbal and written

• Presentation and interview skills

• Report and article writing experience

• Proven ability to engage with internal and external high level stakeholders and achieve desired outcome.

Job Responsibilities

• ​​​​​​Enable the Responsible Investing function by remaining abreast of Sustainable subject matter and major trends in the industry.

• Staying abreast and involved with Sustainable Finance Disclosure Regulation (SFDR), Task force on climate related financial disclosures (TCFD),  Task force on nature related financial disclosures (TNFD), Code for Responsible Investing in South Africa (CRISA), Carbon Disclosure Project, Regulation 28 and ESG etc.

• Plan and implement effective ways to cascade and communicate the Nedgroup Investments Responsible investment Business Strategy and strategic initiatives across the organisation.

• Ensure effectiveness by independently monitoring and reporting on implementation of the sustainability strategy.

• Maintain relevance by researching best practice in the industry and collating internal Sustainability view.

• Contribution to annual Sustainable Development and Integrated Reports

• Accountable as the Nedgroup Investments representative within the Nedbank Climate Task Team and the Wealth Responsible Investments Committee

• Realising synergies via continued work with Nedbank Sustainability Team

• Aligning Nedgroup Investments with the SDGs and Nedbank targets (energy, carbon, financial inclusion etc.)

• Initiate product development

• Plan and implement the annual asset manager RI assessment, report and feedback sessions

• Conduct business interventions and induction programmes to ensure continuous awareness around Sustainability issues

• Build and maintain relationships with internal and external stakeholders

• Build synergy across business functions.

• Collaborates with management to establish research/analytical methodologies for the proxy analysis and voting function

• Introduce Portfolio ESG Analytics to assess ESG performance, responding to information requests and achieving best practice reporting standards.

• Engage in regular webinars, training, education and awareness for internal & external stakeholders.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate

• Advanced Diplomas/National 1st Degrees

Preferred Qualification

Chartered Financial Analyst (CFA) / Master of Business Administration (MBA) / M. Com (Finance specialisation)/ Economics/ Sustainability/Environmental Studies

Essential Certifications

Preferred Certifications

Type of Exposure

• Managing multiple projects.

• Influencing stakeholders to obtain buy-in for concepts and ideas.

• Answering customer questions

• Sharing information in different ways to increase stakeholders understanding

• Communicating complex information orally

• Communicating complex written information.

• Brainstorming ways of improving a product or situation.

• Challenging the status quo with a view to improving the environment or peoples understanding

• Writing business proposals

• Using different approaches in new work situations

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Job Purpose

To monitor and provide oversight on the adherence to compliance practices in client facing clusters to ensure compliance risks are managed and reported across Nedbank.

Job Responsibilities

• Contribute to a culture of transformation goals by participating in Nedbank culture building initiatives, including CSI.

• Provide input, review and ensure accurate reporting and articulation of compliance.

• Provide guidance in the completion of subsidiary compliance risk monitoring programs.

• Provide advice and/or input to internal stakeholders on possible contraventions of compliance risks through early detection.

• Maintain relationships with internal stakeholders by establishing partnerships in managing compliance risks.

• Engage with stakeholders formally through determining scope of work, understanding and identifying client needs.

• Develop collaborative relationship with the Compliance Institute of South Africa (CISA).

• Execute the annual compliance risk-based program.

• Monitor compliance risks and determine the state of compliance in client facing Clusters.

• Ensure compliance requirements are adhered to and adequate compliance risk management practices implemented.

People Specification

Essential Qualifications - NQF Level

• Advanced Diplomas/National 1st Degrees

Preferred Qualification

BCom or LLB

Essential Certifications

• FAIS Regulatory Examination 1 qualification

• FICA and FAIS other relevant compliance certification.

Preferred Certifications

Compliance Institute of South Africa (CISA)

Type of Exposure

• Analysing situations or data that require an in depth evaluation of multiple factors

• Drafting reports

• Influencing stakeholders to obtain buy-in for concepts and ideas

• Comparing two or more sets of information Working with a group to identify alternative solutions to a problem

• Consolidating data from various sources and identify/interpret trends

• Identifying and interpreting regulatory risk trends

• Managing stakeholder expectations

• Monitoring adherence and compliance

• Working across all risk categories

• Presenting to senior leaders

Minimum Experience Level

• 3 to 5 years experience as a Compliance Officer within the Insurance environment.