Job Description

Job ID
141498
Closing Date: 31 August 2025
Job Classification
This role is based at Nedgroup Investments - www.nedgroupinvestments.co.za
Nedgroup Investments is an award-winning global investment business with a growing presence in Europe. Nedgroup Investments offers a wide range of investment solutions for retail and institutional investors.
Nedgroup Investments is a division of Nedbank Group Ltd, leveraging the investment and financial expertise of one of South Africa's largest financial services groups. The Nedgroup Investments Best of Breed(TM) philosophy sees us partner with select fund managers who we believe are able to provide consistent long-term outperformance for our clients. These fund managers are experts in their field of specialisation and we tend to partner with them for long periods of time giving them sufficient opportunity to deliver on their mandate objectives. We obsess about long-term performance and our top priority is to deliver a superior investment experience for our clients.
Location
Role is based at the V&A Waterfront, Cape Town
Job Family
Sales And Services
Career Stream
Sales
Leadership Pipeline
Manage Managers
Job Purpose
To drive the acquisition, retention, and growth of off-balance sheet cash and liquidity management solutions (unit trusts) by delivering exceptional client service, identifying sales opportunities, and supporting the strategic objectives of the Cash Solutions business. The role contributes to Nedbank's ambition of being the most admired bank by offering innovative, client-centric solutions that complement the broader Nedgroup Investments and Nedbank Group offerings.
Job Responsibilities

• Identify and pursue new business opportunities across multiple channels.
• Convert leads into active clients through compelling solutioning and relationship building.
• Achieve individual and team sales targets for assets under management.
• Deliver world-class service to clients, ensuring satisfaction and long-term retention.
• Act as a trusted advisor, understanding client needs and tailoring solutions accordingly.
• Maintain regular engagement with clients to ensure relevance and responsiveness.
• Demonstrate deep understanding of cash and liquidity products.
• Collaborate with internal teams to develop and refine offerings that balance yield, credit quality, and client needs.
• Stay informed on market trends and competitor offerings.
• Identify cross-selling opportunities within Nedgroup Investments and the broader Nedbank Group.
• Work closely with internal stakeholders to deliver integrated solutions.
• Ensure adherence to regulatory requirements and internal governance standards.
• Maintain accurate records and documentation in line with compliance protocols.
• Support a high-performance culture by sharing knowledge, mentoring junior team members, and contributing to team goals.
• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
• Embrace innovation and continuous improvement in sales practices and client engagement.

Key Performance Indicators

• Growth in assets under management
• New client acquisition and conversion rates
• Client retention and satisfaction scores
• Achievement of individual and team sales targets
• Compliance and risk adherence
• Contribution to cross-selling initiatives

People Specification
We believe in employing highly motivated, sharp and quality orientated people that thrive in a culture that celebrates and supports diversity within an environment that is creative, collaborative, challenging and dynamic. Aligned to our core purpose of enabling our investors to achieve their investment goals, we are committed to enabling our staff achieve their full potential and long-term career growth at Nedgroup Investments. Specifically for this role, we are looking for:
High standard of personal presentation.
Self-motivated and well organised with an ability to adapt and tackle a wide variety of challenges.
Ability to deal with people both within the organisation and external customers
Essential Qualifications - NQF Level

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

Preferred Qualification
Bachelor's degree in Finance, Economics, Business, or related field
Minimum Experience Level

• Treasury Management Diploma or relevant financial certification
• 5-8 years' experience in financial services, banking, or investment management
• Proven track record in sales and client relationship management within a cash or liquidity solutions environment

Technical / Professional Knowledge

• Business administration and management
• Business terms and definitions
• Communication Strategies
• Financial Accounting Principles
• Governance, Risk and Controls
• Nedbank policies and procedures
• Organisational behaviour theory
• Relevant regulatory knowledge
• Management information and reporting principles, tools and mechanisms
• Human Resource Policies And Practices

Behavioural Competencies

• Initiating Action
• Building the Sales Team
• Coaching the Sales Team
• High-Impact Communication
• Driving Successful Customer Engagements
• Aligning and Executing Sales Strategy

Please contact the Nedbank Recruiting Team at +27 860 555 566

Skills Required