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  • Posted: Jun 17, 2022
    Deadline: Not specified
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  • 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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    Financial Officer

    Job Purpose

    To analyse; interpret; collate and present financial and non-financial information in order to drive strategy; enable decision making and support Nedbank Insurance; as per the business strategy.

    Job Responsibilities

    • Assist in preparing budgets and forecasts within turnaround times by gathering business requirements, understanding business trends, projecting forwards and making recommendations where appropriate. 
    • Prepare monthly reports by collating data, creating reports, analysing and commenting on the results. 
    • Meet deadlines by working within the monthly strategic calendar. 
    • Assisting with non-life projects/initiatives to ensure all of finance requirements are met. 
    • Assisting with ad-hoc requests from Inexco or any other stakeholders in the business. 
    • Build and maintain strong internal and external relationships by attending relevant meetings and regular communication. 
    • Build trusting professional relationships by sharing professional knowledge, meeting deadlines and providing high quality work. 
    • Ensure all general ledger entries are accurate and correctly posted and approved by checking daily reports, performing quality control checks and querying incorrect postings. 
    • Perform quality control checks (daily and monthly process) by verifying data accuracy, proper authorization and reconciling the general ledge accounts. 
    • Ensure compliance by following regulations, policies and procedures. 
    • 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 and sharing with team.
    • 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. 

    People Specification

    Essential Qualification

    • Bachelor of Commerce in Accounting
    • Matric

    Preferred Certifications

    • CTA with articles experience.
    • BCom (Hons) Accounting

    Minimum Experience Level

    • 5 - 6 years experience in Accounting and Financial Management (Financial Services / Insurance) with 3 - 4 years experience in Insurance Accounting. 

    Technical / Professional Knowledge

    • Business terms and definitions
    • Data analysis
    • Business writing skills
    • Insurance
    • Relevant regulatory knowledge

    Behavioural Competencies

    • Applied Learning
    • Communication
    • Collaborating
    • Initiating Action
    • Work Standards
    • Managing Work

    Closing Date: 23rd, June 2022

    go to method of application »

    Financial Manager

    Job Purpose
    To analyse; interpret; collate and present financial and non-financial information in order to drive strategy; enable decision making and support Nedbank Business Units.

    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 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.
    • Enable business to achieve results by providing insights to enable strategic; operational and tactical decision making.
    • Meet financial objectives by coordinating activities in line with budget requirements.
    • Minimise costs by considering efficiencies and reducing unnecessary expenditure.
    • Minimise financial and reputational risk by responding to customer related issues in a client centric way.
    • Ensure research accuracy by validating results.
    • Improve productivity by planning tasks; reviewing and taking corrective action when necessary.
    • Evaluate vendor contracts by monitoring and ensuring compliance to Nedbank requirements.
    • Managing market research database by compiling and updating client; industry and competitor information.
    • Ensure compliance by adhering to internal and external regulatory requirements; governance and policies.
    • Meet internal client briefs by generating and implementing communications plans.
    • Contribute to reports by providing relevant information on market research activities.
    • 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 with team.
    • Support internal stakeholder’s decision making by delivering market research results; industry analysis and insights.
    • Support business to meet client needs through research; communication and follow-up.
    • Understand and meet stakeholder needs by identifying; building and maintaining relationships.
    • Meet business objectives by facilitating and managing vendor relationships.

    Essential Qualifications

    • Professional Qualifications/Honour’s Degree

    Preferred Qualification

    • Chartered Accountant

    Minimum Experience Level

    • 2 - 3 years experience in an accounting role
    • Newly qualified CA (SA)’s with financial services experience or 2-3 year experience outside of Financial Services.
    • Strong understanding of IFRS and financial instruments would be beneficial to the role.

    Technical / Professional Knowledge

    • Banking procedures
    • Business principles
    • Business writing
    • Cluster specific operations
    • Governance, Risk and Controls
    • Principles of financial management
    • Relevant regulatory knowledge
    • Relevant software and systems knowledge
    • Research methodology
    • Decision-making process

    Behavioural Competencies

    • Applied Learning
    • Communication
    • Decision Making
    • Work Standards
    • Managing Work
    • Technical/Professional Knowledge and Skills

    go to method of application »

    Senior Financial Officer

    Job Purpose

    • To generate; analyse and report reliable; meaningful financial and non-financial information to support the requirements and decision making of the business; in line with Nedbank's strategy.

    Job Responsibilities

    • Automation and building models to enhance efficiency in reporting and the analysis of data
    • Forecast and predict monthly flash report towards end of every month by analysing trends and cost drivers.
    • Generate and compare flash results performance to various budget figures and measure growth against previous periods by performing a variance analysis.
    • Provide formal commentary and interpretation on financial information to stakeholders through variance analysis.
    • Prepare adhoc reports by gathering information from various sources and analyse and interpret the data.
    • Align reporting information to business changes by verifying and updating structural changes.
    • Forecast annual staff costs and head count management through staff run rate report.
    • Manage the cost of footprint roll-out by monitoring and reporting actual spend against budget.
    • Conduct (plan, implement, monitor, and adjust) financial planning process which includes annual budget, 3-year plans and rolling forecasts by looking at trends, initiatives, distribution, and cost drivers.
    • Prepare financial, non-financial and adhoc reports to various stakeholders on monthly basis by gathering information from various sources and analyse and interpret the data.
    • Train and upskill new and existing stakeholders on financial management through one-on-one meetings and training sessions.
    • Provide advice to stakeholders on profitability by extracting information from various sources, interpreting and track on monthly basis.
    • Ensure that reporting deadlines are met to the finance team and stakeholders by adhering to set deadlines.
    • Manage, track and reconcile spend on training, local area marketing and donations to ensure compliance with relevant department’s policies and/or standards.
    • Manage closed branches and adherence to process by engaging with various stakeholders (operations, capex, channel infrastructure) to minimise risk of possible fraud and losses.
    • 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.
    • Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives by engaging in 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.

    Essential Qualifications

    • Advanced Diplomas/National 1st Degrees

    Preferred Qualification

    • Bachelor of Commerce: Honours - Accounting

    Minimum Experience Level

    • 3 - 5 years in financial management preferably in the financial services industry.
    • Experience in Building Dashboards in Power BI
    • Advanced Excel, Model building
    •  Analyzing data
    • Technical / Professional Knowledge
    • Administrative procedures and systems
    • Banking procedures
    • Cluster specific operations
    • Data analysis
    • Governance, Risk and Controls
    • Relevant regulatory knowledge
    • Relevant software and systems knowledge
    • Business writing skills
    • Microsoft Excel
    • Microsoft Powerpoint

    Behavioural Competencies

    • Building Customer Loyalty
    • Communication
    • Decision Making
    • Initiating Action
    • Managing Work
    • Quality Orientation

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    BI Data Analyst II

    Job Purpose
    To ensure the support and maintain the data warehouse in line with the data model; metadata repository and to provide business intelligence analysis through performing strategic and operational support.

    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 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.
    • Deliver work according to customer expectations by prioritizing; planning and implementing requirements.
    • Utilize resources by adhering to standards; policies and procedures.
    • Align and continuously improve set processes by identifying innovation opportunities.
    • Identify and mitigate risk by executing within governance.
    • Resolve incidents by logging and tracking through correct channelsEsnure work are delivered accordong to; relevant technical standards 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 managersEnsure 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.
    • Structure data into compliance standards by adhering to metadata governance procedures according to Nedbank documented standards and formats.
    • Manage final transformed data content by complying to prescribed standards for reviewing and publishing.
    • Govern population of datamart and metadata repository by complying to standards; systems; processes and procedures.
    • Support business units by providing consulting services that deliversdata and information relevant to their businessContribute to internal and external information sharing sessions byattending formal and informal meetings.
    • Manage vendor relationship interactionsby conforming to vendor managementoffice guidelines and principles.
    • Ensure customer needs are met through regular customer feedback sessions

    Key Responsibilities

    • Data Analysis
    • Development
    • Internal Customer engagement
    • Running of jobs
    • DEVOPS
    • Monitoring of schedules where required
    • Problem solving

    Essential Qualifications - NQF Level

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

    Preferred Qualification

    • Degree in Information Technology or Business Management, Mathematical/Statistics

    Essential Certifications

    • Data Management (DAMA) Certification, Certification/formal training in relevant technology

    Minimum Experience Level

    • 10 years relevant experience of which 5-7 years experience is in a data management /business role

    Technical Knowledge:

    • Oracle
    • SAS 
    • SQL

    Exposure/Experience:

    • Data Warehousing
    • SQL and SAS Development
    • Analysis environment

    Professional Knowledge

    • Microsoft Office
    • Relevant regulatory knowledge
    • Business writing skills

    Behavioural Competencies

    • Coaching
    • Communication
    • Initiating Action
    • Managing Work
    • Quality Orientation
    • Technical/Professional Knowledge and Skills

    go to method of application »

    Specialist Investigator

    Job Purpose
    To conduct complex and high-profile investigations by following forensic and relevant methodologies to mitigate fraud; reputational risk and criminal liability and ensure regulatory requirements in Nedbank, including subsidiaries are met.

    Job Responsibilities :

    • Conduct investigations and/or ad hoc requests to report fraudulent and/or inappropriate activities.
    • Ensure adherence to internal policies in preparing case files.
    • Ensure provision for claims are made and regulatory requirements are met and report claims and corruption cases.
    • Improve business performance and prevent further potential losses and/or reputational risk.
    • Investigate possible fraudulent claims and prevent further potential losses.
    • Ensure reporting to the relevant Enterprise Risk Committee (ERCO) takes place for preventative strategies to be implemented across Nedbank.
    • Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression.
    • Ensure personal growth and application of new competence to enable effectiveness in performance of roles and responsibilities.
    • 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.
    • Build, manage and maintain relationships through face-to-face interaction and networking with stakeholders across divisional boundaries, and attending industry and professional forums.
    • Obtain expert opinion and evidence and determine veracity of claims and/or allegations.
    • Ensure needs and expectations are managed and/or met.
    • Present findings of investigation in a formal report to relevant stakeholders for implementation of recommendations and actions required.
    • Contribute to a culture of transformation by participating in Nedbank culture building initiatives, business strategy, and CSI.
    • Influence the enhancement of business processes and methodologies.
    • Ensure costs are recovered per time allocation and transfer pricing agreements with stakeholders.
    • Ensure work is completed to plan and conduct high profile and complex investigations.
    • Improve processes and prevent reoccurrence of similar future incidences.
    • Highlight implication of not implementing recommendations.
    • Highlight suspicious events, prevent further potential losses, comply with regulatory obligations and requirements and prevent potential reputational risk.

    Essential Qualifications - NQF Level

    • Advanced Diplomas/National 1st Degrees

    Preferred Qualification

    • Bachelor of Laws (LL.B) Post Graduate Degree, Chartered Accountant

    Minimum Experience Level

    • 8-10 years working experience as a Specialist Investigator dealing with Commercial Crimes with a Prosecution background. Who is an admitted attorney/admitted advocate. working in the Banking/Financial Services/Legal background. 

    Technical / Professional Knowledge

    • Cluster specific operations
    • Compliance reporting
    • Fraud investigation methodology
    • Governance, Risk and Controls
    • Industry trends
    • Interviewing techniques
    • Legal Risk and practice management
    • Principles of project management
    • Relevant software and systems knowledge
    • Fraud Risk Management Process And Frameworks
    • Behavioural Competencies
    • Building Customer Loyalty
    • Communication
    • Collaborating
    • Decision Making
    • Managing Work
    • Quality Orientation

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    Senior Audit Manager

    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
    OBJECTIVE AND SCOPE OF WORK OF GIA

    • The objective and scope of work of GIA is to determine whether the Group’s systems of financial and internal controls, risk management and governance, as designed and operated by management, are adequate and effective.
    • The scope of GIA’s work is determined by a risk-based approach and so the key risks facing the Group, including subsidiaries, and the requirements of the GAC, subsidiary Audit Committees and the Group and subsidiary Executive Committees. This should include alignment to business strategic priorities.

    ACCOUNTABILITY OF THE SENIOR AUDIT MANAGER
    The Senior Audit Manager, in the discharge of his/her duties, shall be accountable, inter alia, to Nedbank’s Head of Audit: Payments:

    • Support the periodic assessments of the outcomes of internal audit work to appropriate governing bodies, including the GAC and various Board and Risk Committees;
    • Support the reporting on the overall effectiveness of the governance, risk and internal control framework of the Group;
    • Comply with regulatory and corporate governance expectations of internal audit functions;
    • Report significant issues related to the processes for controlling the activities of the Group, including potential improvements to those processes with emphasis on Payments related programme and change initiatives;
    • Report periodically on the progress of the audit plan delivery;
    • Maintain and report on whether the audit team has sufficient professional audit staff with knowledge, skills, experience and professional qualifications to meet the requirements of the audit plan; 

    Job Responsibilities

    • Accountable for the delivery and measurable performance of their respective portfolio, including assistance in the audit plan delivery including ongoing monitoring of significant Payments programmes and change initiatives;
    • Apply judgement to provide an overall audit opinion on the system of internal financial controls of the Group;
    • Provide insights from the outcomes of internal audit work to appropriate governing bodies
    • Implement effective and efficient audit processes to ensure that audit processes are optimized and comply with regulatory and corporate governance expectations of internal audit functions.
    • Develop and maintain relationships with business and key stakeholders to ensure robustness and completeness of audit coverage and contribute at an insight generator/trusted advisor to business to enhance assurance provided of the control environment;
    • Contribute to the development of a 12-month rolling audit plan using a risk-based methodology, taking into consideration specific business strategic focus areas, regulatory requirements pertaining to internal audit, as well as including any risks or control concerns identified by management, the GAC and the Board;
    • Develop, deliver, maintain and report on the rolling risk-based audit plan;
    • Have a robust process in place to follow-up and report on progress in implementing agreed actions to address issues identified by the audit plan; and
    • Maintain an open and constructive relationship with the CIA, GIA Global Leadership Council, Business executives, and key stakeholders by providing value added services and sharing information.

    Job Responsibilities
    PROVIDE VISIONARY AND INSPIRATIONAL LEADERSHIP

    • Implement the vision and strategy including the leadership and culture philosophy, stakeholder approach and internal methods and tools.  This should include alignment to the Nedbank and Business Unit strategy;
    • Exhibit diverse, visionary and inspirational leadership;
    • Actively participate in the Group’s Combined Assurance Model;
    • Support and drive a high-performance team through managing resources, retention and critical staff;
    • Manage performance of reports by taking corrective action as required, recognising and rewarding the team;
    • Actively build a culture of improvement by implementing active talent management, succession planning strategies for the division and obtaining buy-in from relevant stakeholders;
    • Contribute to team effectiveness by participating in the recruitment and selection of staff;
    • Optimise performance and motivation by holding managers accountable for developing themselves;
    • Empower team to make decisions and recommend tailored solutions to business unit specific problems, through coaching and mentoring practices;
    • Facilitate engagement and information sharing sessions amongst peers. Synergies across clusters and business units achieved;
    • Take ownership and accountability for tasks and activities and demonstrate effective self-management;

    Job Responsibilities
    STANDARDS OF INTERNAL AUDIT PRACTICE

    • GIA shall comply with the International Standards for the Professional Practice of Internal Auditing of the Institute of Internal Auditors (IIA), including the IIA’s Code of Ethics, the ten Core principles and best practice Internal Audit Methodology.
    • GIA will maintain a Quality Assurance programme to confirm adherence to IIA standards. The Quality Assurance programme will include an evaluation of the quality of the work performed by GIA and communication of these results to the GAC.

    Essential Qualifications - NQF Level

    • Advanced Diplomas/National 1st Degrees

    Preferred Qualification

    • Certified Internal Auditor , Advanced Diplomas/National 1st Degrees

    Essential Certifications

    • Preferred Certifications
    • CIA,CISA,FRM,CIPRA

    Minimum Experience Level

    • 6 – 8 years financial services experience in a senior position including IT and Regulatory risk experience either in risk or assurance roles;
    • Banking experience, inclusive of client facing experience (preferably);
    • Ability to operate at a Senior level; and
    • Leadership experience leading and managing teams

    The following experience is preferred:

    • Significant internal audit and / or information technology experience in banking;
    • Payments risk management and/ or auditing experience; and
    • Programme Assurance experience.

    Technical / Professional Knowledge

    • Accounting standards
    • Change management
    • Financial Accounting Principles
    • Governance, Risk and Controls
    • Principles of project management
    • Relevant regulatory knowledge
    • Risk management process and frameworks
    • Strategic planning
    • Institute of Internal Auditors standards
    • Code of Ethics

    Behavioural Competencies

    • Building Partnerships
    • Earning Trust
    • Coaching
    • Communication
    • Driving for Results

    go to method of application »

    Financial Planner

    Job Purpose
    To provide financial expertise and wealth creation advice to Nedbank clients in order to make Nedbank the great place to bank. Offering appropriate financial Planning for the well-being of the bank's clients, whilst maintaining the interests of the bank. To add value to a customer base via the provision of appropriate financial advice and selling appropriate financial products to customers, thereby meeting the clients unique financial needs.

    Job Responsibilities

    • Meet FP targets as stipulated by Nedbank.
    • Facilitates intra branch referrals by building mutually beneficial relationships with other business units.
    • To establish a new business pipeline through marketing; lead generation and tracking.
    • Ensure that the structured financial solutions meet clients' identified needs to get approval/acceptance from the client.
    • Ensure the Record of Advice and other relevant documentation are prepared to propose implementation.
    • Complete assessments to comply with Nedbank and FAIS regulations..
    • Review client solutions on dates agreed on Record of Advice.
    • Financial Planners are not to be under supervision.
    • FAIS Affected
    • FAIS Affected - Yes

    Essential Qualifications - NQF Level

    • Matric / Grade 12 / National Senior Certificate
    • Diploma

    Preferred Qualification

    • Certificate: Financial Planning

    Preferred Certifications

    • FAIS Qualification.

    Minimum Experience Level

    • 1-2 years working experience as a Financial Planner within the Banking/Financial Services Industry.

    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

    go to method of application »

    Client Services Consultant - Contract

    Job Purpose

    • To provide administrative services to clients by attending to their investment needs to achieve Nedbanks' strategic focus to become a client-centric bank.

    Job Responsibilities

    • Build relationships with clients to gain understanding of their needs by providing service in line with Nedbank standards.
    • Collaborate with internal customers by building relationships to improve customer service delivery and productivity.
    • Compile client information by complying with standards; policies and procedures prior to submission to Operations for vetting.
    • Receive client requests and action it within the agreed to SLA
    • Monitor internal processes by reporting on the effectiveness thereof.
    • Provide feedback to clients and internal stakeholders by meeting internal Service Level Agreements requirements.
    • Utilize resources by adhering to Nedbank policies; procedures and standards.
    • Manage risk by protecting client confidentiality through compliance with Protection of Personal Information Act.
    • Contribute to a culture conducive to the achievement of transformational goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
    • Participate and support corporate social responsibility initiatives for the achievement of business strategy.
    • Identify opportunities to improve or enhance processes by identifying and recommending improvements to tools; policies and procedures to add value to Nedbank.
    • Add value to Nedbank by identifying opportunities to improve or enhance processes through identifying and recommending improvements and supporting implementation of tools; policies and procedures.
    • 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 Values by demonstrating the values through interaction with the team and stakeholders.
    • Ensure that own contribution and participation contributes to the achievement of team goals - high performance culture.
    • Create and manage own career through guidance and support of management; department and colleagues.
    • 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 - agile mindset.
    • 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 knowledge management; continuity and team success through constructive participation in a diverse team and sharing knowledge with team.
    • Action and manage regulatory tasks, reports, initiatives and projects to achieve business objectives
    • Manage client requests and interest claims by attending to client instructions according to timeframes and standards set out in policies and procedures.
    • Manage risk by following the authentication process and complying with regulatory standards.
    • Manage operational expenses within your control.

    Minimum Experience Level

    • 3-5 years experience as a Client Services Consultant / Relationship Management role / Service role within the Banking/Financial Services Industry.

    Essential Qualifications - NQF Level

    • Matric / Grade 12 / National Senior Certificate
    • Diploma
    • Preferred Qualification
    • Certificate: Banking.
    • Degree - Finance/Investments related

    Type of Exposure

    • Working with a group to identify alternative solutions to a problem.
    • Capturing data
    • Completing various administrative and secretarial duties (e.g.; answering phones; making copies; filing)
    • Checking accuracy of reports and rec
    • Communicating internally
    • Drafting reports

    Technical / Professional Knowledge

    • Microsoft Office
    • Administrative procedures and systems
    • Data analysis
    • Business writing skills
    • Relevant regulatory knowledge

    Method of Application

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