Latest Recruitment at Nedbank

Job Purpose

• To assist the Senior Compliance Manager, reporting into the Head: Compliance Control Room with the coordination; facilitation and management of the Compliance function for the Division through monitoring; reporting and developing networks; providing advice to minimise regulatory; reputational and compliance risk and endeavour to avert potential litigations/ penalties and ultimately increase shareholder value for the bank.
• Job Responsibilities
• Perform core Control Room advisory and monitoring functions. This requires interacting with Investment Banking (IB), Client Coverage (CC), Property Finance (PF), Transactional Services (TS), Markets and Research (MKTS) and other support areas.
• Assist in the continued enhancement/digitisation of the Control Room and the build out of an expanded Control Room including policy and innovation.
• Chaperone and vet communications between Private and Public side.
• Maintain information barriers and manage flow of material non-public information. 
• Facilitate the Watch List and Restrict List. Advise and facilitate all Wall Crossings.
• Liaise with London Branch and Research affiliates to ensure global consistency where necessary and/or desirable.
• Day-to-day review and clearance of research publications in compliance with research rules and to identify potential conflicts of interest.
• Performs Conflicts of Interest (COI) assessments across pipeline/opportunities, opportunity related parties (ORPs) and Opportunity Team Members (OTMs).
• Review and assess Outside and Ancillary Business Interests declared by staff for conflicts of interests at a opportunity and individual level.
• Review and assess Gifts and Entertainment declared by staff for conflicts of interests at a opportunity and individual level.
• Assist stakeholders within the Business Unit to monitor risks related to governance and compliance by providing guidance or offering expert advice to governance and compliance officers.
• Participate in developing, implementing and addressing issues raised in culture surveys to improve results.
• Mentor and coach staff on identified performance gaps.
• Motivate team members to perform and contribute to the success of the business by creating environment of teamwork through engaging with staff (sharing information) and encouraging participation in decision making processes (Team Lead).

Essential Qualifications - NQF Level

• Advanced Diplomas/National 1st Degrees

Preferred Qualification

• Post Graduate Diploma: Risk Management , LLB

Minimum Experience Level

• 5-8 years in a compliance/risk/governance role

Technical / Professional Knowledge

• Change management
• Cluster specific operations
• Compliance reporting
• Governance, Risk and Controls
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Reputational risk management
• Risk management process and frameworks
• Stakeholder management
• Codes of Good Governance

Behavioural Competencies

• Decision Making
• Influencing
• Building Trusting Relationships
• Managing Work
• Quality Orientation
• Stress Tolerance

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Job Purpose

• Educate clients on the functionality of self-service digital solutions, whilst solving for their sales and service needs, in order to meet business goals and growing market share.

Job Responsibilities
Client Engagement:

• Respond to client needs by offering the right service and solution.
• Build client trust by applying your expertise and experience to do good for your client.
• Educate clients and potential clients on how to subscribe and service their account.
• Treat clients with respect, build trust, show care and humility in all client interactions.
• Help clients achieve their goals and grow financially.
• Own the client request end to end and route for alternative intervention if not equipped to service the client.
• Entrench clients and deliver value through cross selling.
• Facilitate the sales process by informing clients of the product features and benefits.
• Document client needs analysis and provide corresponding product solutions.
• Obtain referrals from existing clients as well as leads from other business units.
• Build, maintain and retain client relationships by keeping clients informed of progress or action taken regarding their applications, queries, and requests.
• Educate clients on the use of, secure, alternative, cost effective, time saving and convenient self-service channels.
• Collaborate with internal stakeholders to provide complete financial solutions for clients.
• Ensure great client experiences by making the client feel welcome, listened to, and owning and solving their financial problems.
• Ensure clients are onboarded in line with Nedbank's product strategy, policy, and procedure.
• Act with a client first mindset in all client engagements.

Nedbank Goals:

• Contribute to the success of Nedbank through meeting your service excellence, teamwork and personal development goals whilst adhering to Nedbank security, operational and compliance procedures, and policies.
• Develop, retain, and grow the business by delivering against individual and team goals that support a positive client experience.
• Increase market share of primary clients by entrenching clients through Core+ needs discussions, salary and debit order switching as well as enrolling clients on the various digital platforms.
• Identify and resolve work obstacles and problems through participating in team meetings, sharing information and reviewing performance against targets and standards.
• Ensure all sales activities are completed to plan, progress reviewed, and corrective action taken.
• Support the achievement of the sales and service strategy objectives and values.
• Enable Nedbank's strategy of being financial experts who do good.
• Covert leads into sustainable business for Nedbank in a responsible manner.

Risk and Compliance:

• Mitigate risks and meet legislative requirements (e.g. FICA, FAIS and Letter of Authority) by being accredited and updating and maintaining client information.
• Report suspicious transactions to the relevant department.
• Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters, communications, and training material.
• Manage risk by meeting technical, company standards, practices, and resource management (e.g. ultra-violet lights to identify false identity documents).
• Be a responsible employee by being compliant to Nedbank policies, controls, regulations, and banking legislation.

Essential Qualifications - NQF Level

• Diploma

Preferred Qualification

• FAIS Approved Qualification

Minimum Experience Level

• Must have 1 - 2 years Retail/Banking Client Service, Sales, Relationship experience
• Technical / Professional Knowledge
• Product sales skills
• Sales Strategies
• Product Knowledge
• Customer service principles
• Nedbank policies and procedures
• Customer relationship management
• Behavioural Competencies
• Building Customer Loyalty
• Building Trusting Relationships
• Sales Persuasion
• Technology Savvy
• Planning and Organizing
• Adaptability
• Applied Learning

Essential Qualifications - NQF Level

• Advanced Diplomas/National 1st Degrees

Preferred Qualification

• Post Graduate Diploma: Risk Management , LLB

Minimum Experience Level

• 5-8 years in a compliance/risk/governance role
• Technical / Professional Knowledge
• Change management
• Cluster specific operations
• Compliance reporting
• Governance, Risk and Controls

Relevant regulatory knowledge

• Relevant software and systems knowledge
• Reputational risk management
• Risk management process and frameworks
• Stakeholder management
• Codes of Good Governance

Behavioural Competencies

• Decision Making
• Influencing
• Building Trusting Relationships
• Managing Work
• Quality Orientation
• Stress Tolerance

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Job Purpose

• To grow business by acquiring new property finance clients predominantly in the commercial property market/sector to add value to the Nedbanks private wealth client offering.

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.
• Grow and maintain our client base in the commercial property sector through networking with external stakeholders.
• Manage relationships with other business units like Legal and Client Services through communicating with them.
• Grow the lending book through business acquisition by using internal and external channels of communication such as internet and telephone.
• Contribute to business results by charging market related fees on each lending transaction.
• Achieve Nedbank private wealth required risk-adjusted returns on equity through appropriate interest margins and fees raised.
• Manage workflow through preparation of transaction application; credit and legal processes.
• Explore solutions to market challenges by making proposals to internal stakeholders on how to enhance client wealth.
• Manage risk by following due process in the processing of client applications.
• 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
• Advanced Diplomas/National 1st Degrees

Preferred Qualification

• Bachelor of commerce Degree in Property Economics.

Minimum Experience Level

• 5 years experience in structured lending in a financial institution

Technical / Professional Knowledge

• Cluster Specific Operational Knowledge
• Relevant regulatory knowledge
• Principles of project management
• Relevant software and systems knowledge
• Communication Strategies
• Banking knowledge
• Data analysis
• Research methodology
• Governance, Risk and Controls
• Principles of financial management

Behavioural Competencies

• Sales Disposition
• Building Trusting Relationships
• Driving for results
• Technical/Professional Knowledge and Skills
• Managing Work
• Decision Making

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Job Purpose

• To assist with conceptualizing, identifying, developing and executing profitable long-term debt, preference share and quasi-equity solutions in South Africa and in the rest of Africa and acting in collaboration with internal and external clients and stakeholders, including our alliance partners. Assist in providing support to Principals when originating deals by scanning the market, marketing of clients & pitching ideas and networking; Effectively contribute to deal execution teams through providing seamless support, attending forums, processes, project budgeting to ensure improved business competitiveness; Provide support to Business Unit Head on strategies, systems, processes, frameworks and products, creating a competitive advantage for the business; Build and maintain solid internal/external relationships with relevant stakeholders.
• Assist Principals to implement and close transactions by sharing your professional skills, completing deal assessments, running various pricing scenarios & debt scoping financial models, structuring the transaction, executing on compliance and assisting in presenting well written credit / IC applications to the relevant committees.

Job Responsibilities

•     Origination and cross sell
•        Take a leading role in the client and deal origination targets of PF through: 
•         Identifying potential new clients for Nedbank CIB;
•         Identifying potential new transaction opportunities for Nedbank CIB;
•         Display innovative thinking and creativity in terms of deal / product generation.

    Take a Leading role in the CIB cross sell targets of PF through:

•   Identifying opportunities for IB teams, i.e., Debt Finance teams, Corporate Finance;
•  Identifying opportunities for Markets;
•  Identifying opportunities for Transaction Banking.

    Manage Internal Processes

•  Ensure regulatory compliance by Sanctions checking and adherence to regulations, policies and procedures (FICA, KYC, etc.). Execute credit / IC approval processes by providing support with structuring, rating, pricing and analyzing the client/deal, as well as collaborating in the completion of the credit / IC application through constructive communication and consultation; 
•  Ensure ongoing risk management by completing annual Credit Reviews, reviewing the risk annually, assessing performance & undertaking regular client visits in collaboration with internal stakeholders; 
•  Improve deal origination by providing multidisciplinary solutions, identifying and resolving work problems and delivering the required output to clients, and refining and enhancing coverage.

Essential Qualifications - NQF Level

• Advanced Diplomas/National 1st Degrees

Preferred Qualification

• Bachelor’s Degree (Hons) in Finance or Accounting, Sciences, Economics,
• Legal or Bus Science (Hon) Accounting, Finance, Statistics, Actuarial Science,
• Economics and any BSc (Hon)
• CA (SA), CFA, master’s degree in commerce

Minimum Experience Level

• Minimum of 6-7 years banking / relevant sector experience, with a strong
• background in lending and/or supporting lending teams in the leveraged finance
• and corporate lending industry

Technical / Professional Knowledge

• Microsoft Office – word, excel and powerpoint
• Nedbank culture and values
• Nedbank policies and procedures
• Nedbank vision and strategy
• Principles of financial management
• Principles of project management

Relevant regulatory knowledge

• Relevant software and systems knowledge
• Research methodology
• Decision-making process
• Ability to digest complex data, then make reasonable conclusions and recommendations

Behavioural Competencies

• Applied Learning
• Communication
• Collaborating
• Building partnerships
• Managing Work
• Technical/Professional Knowledge and Skills

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Job Purpose

• To deliver banking solutions to clients by understanding their business and needs through relationship management to achieve Nedbanks strategy to be the most admired bank.

Job Responsibilities

• Deliver banking solutions that meet client needs through understanding of client's business and needs through relationship management.
• Demonstrate an understanding of risk parameters by managing client relationships according to credit principles
• Improve results by tracking and analysing financial reports against agreed measures.  
• Understand clients business and needs through proactive client relationship management according to portfolio mandate.
• Build relationships with internal stakeholders through communication and networking as determined by client needs.
• Collaborate with third parties by engaging with them as guided by requirements of solutions delivered to clients.
• Complete tasks through planning and reviewing against set targets.
• Manage resources (time, processes and support teams) to optimize value against client expectations.
• Comply with risk standards,policies and procedures through training and development as required by group complianceframework
• Research and analyse information by using problem solving techniques to propose solutions for work challenges.
• 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.  
• 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.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate

Preferred Qualification

• Degree in Business or Finance (e.g. BSc Economics, B Comm, Certified Associate of the Institute of Bankers, FAIS Accreditation Regulatory Examination Level 1.

Minimum Experience Level

• 2-3 years in a relationship management or banking environment

Technical / Professional Knowledge

• Banking knowledge
• Banking procedures
• Business Acumen
• Business principles
• Business writing
• Communication Strategies
• Data analysis
• Governance, Risk and Controls
• Microsoft Office
• Nedbank policies and procedures
• Nedbank vision and strategy
• Principles of financial management
• Principles of project management
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Decision-making process
• Nedbank culture
• Cluster Specific Operational Knowledge

Behavioural Competencies

• Communication
• Energy
• Building Trusting Relationships
• Managing Work
• Sales Disposition
• Sustaining Customer Satisfaction

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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.

Minimum Experience Level

• FAIS approved qualification at NQF level 6.
• 2 years sales experience in financial services.
• 2 years’ experience as a financial planners.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate
• Diploma

Preferred Qualification

• Certificate: Financial Planning

Preferred Certifications

• FAIS Qualification.

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