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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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Job Purpose
- TTo support sales and the service strategy of Nedgroup Investments Retail Sales.
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 responsibility initiatives for the achievement of business strategy (e.g.. Green Strategy)
- Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank
- Identify common customer service breakdown and drive relevant corrective measurements to ensure customer satisfaction
- Conduct service related workshops and training interventions to improve customer service
- Analyse relevant customer feedback systems and identify common trends in customer breakdowns and recommend corrective action to achieve world class service expectations
- Ensure adherance to service standards and strategies by observation and measurement and recommending corrective action
- Collaborate with key stakeholders to identify initiatives to ensure achievement of sales and service targets
- Support relevant areas to achieve sales and service objectives by highlighting gaps and opportunities
- Monitor and coach to ensure understanding and effective utilisation of all sales and service systems to achieve strategic objectives
- Reducing application errors and improve data quality by identifying frequent offenders and putting corrective activities in place
- Conduct regular checks on sales claimed and leads provided to ensure compliance with policy and procedures
- Monitor budget to ensure no overspend on marketing and sales within the region
- Improve branch profitability through driving net new to franchise acquisition
Job Responsibilities Continue
- Drive activation and entrench sales to improve revenue generating accounts
- Focus on portfolio tilt and drive relevant products to increase revenue
- Plan and implement local area marketing activities
- Identify gaps in sales performance and provide training to impacted staff
- Drive strategic sales levers by observing; coaching and testing for understanding
- Increase sales by researching market and identifying sales opportunities and ensuring fulfillment
- Drive daily sales disciplines by identifying shortfalls and ensuring corrective action is taken
- Improve productivity and participation through daily focus on sales levers
- Measure and drive sales leads and usage of relevant sales systems to improve cross selling opportunities
- Improve cross sell through driving digital enticement by identifying lost opportunities and communicating these to relevant stakeholders
- 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
- Identify training courses and career progression for self through input and feedback from management
- Ensure all personal development plan activities are completed within specified timeframe
- Share 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.
People Specification
Essential Qualifications - NQF Level
- Matric / Grade 12 / National Senior Certificate
Preferred Qualification
- Commerce degree in Finance or Investments
Essential Certifications
Preferred Certifications
- Microsoft Office CRM certification
Minimum Experience Level
- 3-5 years in Asset management experience
Technical / Professional Knowledge
- Communication Strategies
- Data analysis
- Governance, Risk and Controls
- Nedbank policies and procedures
- Principles of financial management
- Principles of project management
- Relevant regulatory knowledge
- Relevant software and systems knowledge
- Cluster Specific Operational Knowledge
- Credit and risk Knowledge
Behavioural Competencies
- Building Partnerships
- Earning Trust
- Energy
- Facilitating Change
- Innovation
- Work Standards
- Planning and Organizing
- Customer Focus
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Job Purpose
- To provide fiduciary advisory technical expertise, as part of comprehensive wealth advice and financial planning, across Nedbank Wealth Management (South Africa), in support of wealth managers, financial planners, international and portfolio management specialists, private bankers, structured lenders and other areas of our business.
Job Responsibilities
- Provision of day-to-day fiduciary advisory technical support to wealth managers, financial planners, international and portfolio management specialists, private bankers, structured lenders, and other areas of our business eg Nedgroup Trust (Pty) Ltd, in support of acquisitions, servicing and retention of clients and risk mitigation.
- Design, build and ultimately embed estate planning capabilities structurally in the advice process, by scaling the provision of these services across client segments and in so doing enable retention, cross-sell, upsell and/or increase margins and mitigation of risks.
- Contribute towards the Centre of Excellence (CoE) work: Improve quality of advice (beyond investment/product suitability) as Subject Matter Experts (SMEs), scale the provision of advice working closely with the broader Adviser Enablement team to solve for the digitalization of the advice process to include, inter alia, fiduciary and risk planning:
- Training: Upskill client facing people through regular training sessions to improve the quality of fiduciary related advice and to deliver the identified scalable client segment estate planning solutions.
- Communications and webinars: Producing internal and external communications (legislative changes, thought leadership etc).
- Advice planning processes and supporting material: Design processes, house views, guidance docs etc
- Provide fiduciary advisory technical expertise directly to primarily ultra-high-net-worth clients (+R100 m absolute balances), high-net-worth (+R10 – R100 m absolute balances) and private clients.
To do so you must be able to:
- Prepare detailed estate planning reports, including inter alia, reviewing and advising on the South African and international estate and tax planning consequences relevant to any existing South African and international estate planning ‘tools’ and assets; analyse clients' unique needs and circumstances; make appropriate recommendations with respect to South African and international estate and tax planning ‘tools’ and techniques that can be used to meet clients' unique needs.
Provide South African and international wealth structuring advice, which includes inter alia:
- Consultation in connection with, and taking instructions for, the drafting of wills (dealing with South African and international assets), and where applicable, facilitating the drafting of wills in foreign jurisdictions to deal with international assets.
- Drafting South African trust deeds i.e. inter vivos and charitable trusts and other philanthropic structures in South Africa, in accordance with relevant legislation, regulations and best practice.
- Review of existing South African and international trust structures and provision of recommendations to ensure the viability thereof in accordance with relevant legislation, case law, regulations and best practice.
- Facilitating the establishment (or transfer) of new international trusts, investment/property holding companies, and any other relevant international structures.
- Comprehensively explaining the estate and tax planning considerations of the different legal ownership options (local and international wealth structures).
- Provision of exchange control advice.
Job Responsibilities Continue
Actively participate in Advice meetings by:
- Providing updates with respect to legislative and regulatory developments and case law impacting fiduciary-related matters.
- Contributing towards ensuring the document library (templates) is kept up to date, e.g. estate planning reports, trust deed templates and loan agreements.
- Creating house views on fiduciary-related matters.
- Ensure national compliance and risk management processes and procedures are in place and ensure adherence therewith.
Essential Qualifications
- Degree – preferably a law degree
- Postgraduate Diploma in Financial Planning
- Tax qualification - Higher Diploma or HDIP Tax
Preferred Certifications
- Admitted legal practitioner
- Registered tax practitioner (SAIT or FPI)
- CFP®
- FPSA®
- FAIS
- TEP
Preferred Professional Memberships
Minimum Experience Level
- Minimum: Seven years working experience in the wealth management or private wealth environment advising on estate and tax planning, legal ownership options and wealth structuring, local and international trusts, and other fiduciary advisory services.
- Preferred: Ten years working experience in the wealth management or private wealth environment advising on estate and tax planning, legal ownership options and wealth structuring, local and international trusts, and other fiduciary advisory services.
Technical / Professional Knowledge
- Relevant Software and system Knowledge
- Occupational assessment report writing
- Relevant regulatory knowledge
- Principles of project management
- Knowledge of commercial property market & property finance
- Data analysis
- Research methodology
- Principles of Financial Management
Behavioural Competencies
- Technical/Professional Knowledge and Skills
- Advancing Sales Discussions
- High-Impact Communication
- Influencing
- Decision Making
- Coaching
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Job Purpose
- To assess credit risk of existing portfolio so that risk is managed and mitigated in line with the banks credit policy
Job Responsibilities
- Review existing portfolio to ensure alignment with bank's credit policy and analysing relevant information.
- Ensure Nedbank Group Rating requirements are aligned with risk metrics when reviewing accounts and identifying risks.
- Monitor covenant's by obtaining latest financial information, measuring compliance and reporting breaches.
- Sign off conditions of approval within required timeframes by checking the information called for.
- Support the achievement of service level agreement standards by understanding client needs, providing guidance and recommendations and responding timeously.
- Contribute to external client satisfaction by sharing knowledge and developing skills of client service team members and other stakeholders.
- Build relationships with internal stakeholders by attending meetings and supporting their strategies.
- Organising of credit related meetings and ensuring accurate compilation and timely circulation of the agenda, minutes and supporting documentation.
- 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 (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.
Essential Qualifications - NQF Level
- Matric / Grade 12 / National Senior Certificate
- Advanced Diplomas/National 1st Degrees
Preferred Qualification
- NQF Level 6 or 7 qualification (Diploma or Degree) that includes accounting.
- Depending on the experience level, an appropriate NQF Level 4 or 5 qualification e.g a certificate in property management may be an advantage.
Minimum Experience Level
- Minimum 3 years’ experience gained in a similar role in a financial environment.
Technical / Professional Knowledge
- Administrative procedures and systems
- Banking procedures
- Data analysis
- Governance, Risk and Controls
- Relevant regulatory knowledge
- Business writing skills
- Industry specific knowledge
- Knowledge of financial markets
- Nedbank vision and strategy
- Relevant Nedbank Human Resources policies and practices
Behavioural Competencies
- Adaptability
- Communication
- Continuous Learning
- Collaborating
- Decision Making
- Stress Tolerance
- Driving for results
- Managing Work
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Job Purpose
- The Events Manager will be responsible for supporting business strategy by delivering events that enable networking opportunities that result in acquisition and retention of clients while building and maintaining a strong brand. The Manager is responsible for events planning and program management, which includes streamlining processes to gain efficiencies, through events and integrate with other teams to drive brand awareness, build loyalty and increase sale of products or services for missions and BAU.
Job Responsibilities
Events initiatives
- Ensure alignment for events calender and initiatives to the missions.
- Create ideas for events that meet particular marketing needs, and then set about organizing them.
- Review the process and evaluate the effectiveness of that particular event.
- Supervise the implementation of event campaigns.
- Prepare and present event proposals to squads based on mission and BAU delivery and requirements.
- Ensure that the facility, catering, audio visual equipment and all other client requests are delivered in accordance with the event flight plan, to the stakeholder's satisfaction.
Events management
- Ensures continuous process improvement to enable effective operational processes
- Creates solutions to meet customer demands
- Provides a comprehensive report of the event to the stakeholders as well as to the events Management department within the organisation
- Implements event
- Maintains and manages budget to ensure that all costs incurred are within budget and that accurate records are maintained
- Proposes and implements events to meet client requirements
- Develops and maintains relationships with key stakeholders
- Ensures customer service solutions are aligned to the operational business plan
- Measures customer satisfaction through feedback mechanisms
- Participates in planned activities that are appropriate for own development
Mission and squad delivery
- Executes the tasks in the marketing backlog with support from other team members
- Participates and contributes to all the agile ceremonies in a sprint cycle
Chapter contribution
- Participate in the development of the events and sponsorship chapter initiatives for the overall planning, and performance management, monitoring and tracking of effectiveness and capability program to better manage risks.
People management
- Support Senior Manager Events with people management activities such as performance management, recruitment, coaching and mentoring, capacity planning and training and development.
People Specification
Essential Qualifications - NQF Level
- Matric / Grade 12 / National Senior Certificate
- Diploma
Preferred Qualification
Qualification:
- Advanced Diplomas/National 1st Degrees
Field of Study:
- BCom Marketing/Events management
Certification:
- Project management beneficial
Minimum Experience Level
- Total number of years of experience: 3 - 6 years
- Management experience as part of the above years: 1 - 2 years
- Type of experience: Marketing/ Events management
Technical / Professional Knowledge
- Creative and innovation skills
- Budgeting skills
- Project management
- Agile way of work
- Customer service skills
- Interpersonal skills
- Agile Way of working
- Entrepreunerial Skills
- Negotiating Skills
- People Management Skills
Behavioural Competencies
- Innovation
- Operational decision making
- Planning and Organising
- Influencing
- Initiating Action
- Business Acumen
- Technical/Professional knowledge and skills
- Communication
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Job Purpose
- To provide quality and accurate business administrative support services to internal and external stakeholders enabling Nedbank to achieve its business goals.
Job Responsibilities
- Action stakeholder requests by capturing and processing the administration request on the relevant system.
- Action vendor invoice payments by capturing and processing the data on the relevant system.
- Perform reconciliations from Supplier invoice and general leadger accounts by comapring with the supporting documents and Management Information Systems (MIS).
- Contribute to revenue increase by driving the submitted sales to completion.
- Compile a catalogue of services by allocating costs per product.
- Ensure recovery of costs for services rendered by maintaining and monitoring the transfer pricing system.
- Ensure delivery of value for services rendered by utilising product MIS as input into vendor engagement meetings for the purpose of driving down costs.
- Monitor departmental financial performance by analysing actual to budget variances.
- Contribute to efficient budget compilation by applying statistical growth information to financial expenditure requirements.
- Minimise financial and reputational risk by ensuring accuracy of processing activities.
- Minimise operational costs by avoiding unnecessary expenditure.
- Provide feedback to internal and external stakeholders by generating and making available relevant reports and MIS.
- Meet and exceed internal and external client needs by timeously responding to queries and actioning the request within the Service Level Agreement (SLA)
- Ensure to follow through relevant tasks by monitoring and verifying the process flow till completion.
- Ensure to verify and authenticate reports, data and transactions by physically extracting, generating and checking reports from the system.
- Verify client information on systems in accordance with Nedbank policies and FICA rules.
- Prepare trustee meeting packs and month end packs for management .
- Maintain and update the administration files and legal documents by saving electronic files on server or physical secure repository.
- Escalate anomalies where cases or call records not found or if there a mismatch of accounts are not logged by emailing Team Manager.
- 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.
- 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 - NQF Level
- Matric / Grade 12 / National Senior Certificate
Preferred Qualification
- Must have Degree in Financial Management / Business Administration
Minimum Experience Level
- Must have 2-3 years of experience in Domestic payments and Reconciliation.
- Must be able to analyze and interpret financial data.
Technical / Professional Knowledge
- Administrative procedures and systems
- Banking knowledge
- Banking procedures
- Business terms and definitions
- Data analysis
- Relevant regulatory knowledge
- Business writing skills
- Product Knowledge
- Relevant system knowledge
- Governance, risk and controls
Behavioural Competencies
- Communication
- Collaborating
- Customer Focus
- Initiating Action
- Work Standards
- Managing Work
go to method of application »
Job Purpose
- The ideal candidate must provide quality and accurate business administrative support services to internal and external stakeholders enabling Nedbank to achieve its business goals.
Job Responsibilities
- Action stakeholder requests by capturing and processing the administration request on the relevant system.
- Action vendor invoice payments by capturing and processing the data on the relevant system.
- Perform reconciliations from Supplier invoice and general leadger accounts by comapring with the supporting documents and Management Information Systems (MIS).
- Contribute to revenue increase by driving the submitted sales to completion.
- Compile a catalogue of services by allocating costs per product.
- Ensure recovery of costs for services rendered by maintaining and monitoring the transfer pricing system.
- Ensure delivery of value for services rendered by utilising product MIS as input into vendor engagement meetings for the purpose of driving down costs.
- Monitor departmental financial performance by analysing actual to budget variances.
- Contribute to efficient budget compilation by applying statistical growth information to financial expenditure requirements.
- Minimise financial and reputational risk by ensuring accuracy of processing activities.
- Minimise operational costs by avoiding unnecessary expenditure.
- Provide feedback to internal and external stakeholders by generating and making available relevant reports and MIS.
- Meet and exceed internal and external client needs by timeously responding to queries and actioning the request within the Service Level Agreement (SLA)
- Ensure to follow through relevant tasks by monitoring and verifying the process flow till completion.
- Ensure to verify and authenticate reports, data and transactions by physically extracting, generating and checking reports from the system.
- Verify client information on systems in accordance with Nedbank policies and FICA rules.
- Prepare trustee meeting packs and month end packs for management .
- Maintain and update the administration files and legal documents by saving electronic files on server or physical secure repository.
- Escalate anomalies where cases or call records not found or if there a mismatch of accounts are not logged by emailing Team Manager.
- 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.
- 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 - NQF Level
- Matric / Grade 12 / National Senior Certificate
Preferred Qualification
- Must have completed a Degree in Financial Management / Business Administration.
Minimum Experience Level
- Must have 2-3 experience in Global payments
- Must have experience in Investigating queries from overseas banks, internal and external clients for incoming and outgoing payments
- Must have experience in Reconciling of suspense accounts.
Technical / Professional Knowledge
- Administrative procedures and systems
- Banking knowledge
- Banking procedures
- Business terms and definitions
- Data analysis
- Relevant regulatory knowledge
- Business writing skills
- Product Knowledge
- Relevant system knowledge
- Governance, risk and controls
Behavioural Competencies
- Communication
- Collaborating
- Customer Focus
- Initiating Action
- Work Standards
- Managing Work
Method of Application
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