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. In house we have two main fund solutions. The first being the Core Range which follows a rules-based (passive) investment philosophy. We also have tThe 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.
Job Family
Sales And Services
Career Stream
Relationship Management
Leadership Pipeline
Manage Self: Professional
FAIS Affected
Job Purpose
To support the growth and development of the distribution channels to enable Nedbank to expand its reach and business, through new and existing initiatives and effective delivery of the channel development strategy into the market; in line with Nedbanks business strategy.
Job Responsibilities
Build relationships with intermediaries by engaging with then in structured meetings to deliver on sales targets
Educate and inform intermediaries by disseminating product and process information in line with Nedgroup Investments' focus areas to grow market share
Demonstrate understanding of intermediaries' business practices by conducting on going structured meetings in order to establish intermediaries' needs
Collaborate with departments within Nedgroup Investments by sharing information in alignment with Nedgroup Investments focus areas
Demonstrate proficient investment knowledge in product specifications and processes
Build relationships with internal suppliers by communicating according to service level agreements
Ensure team deliver on all targeted products and services as measured through the relevant client management systems and the contribution statement
Achieve quality and turnaround standards through relevant systems, processes and procedures
Understand and respond to client's business and needs
Improve team efficiency and effectiveness continuously
Build sound client relationships with staff and instill trust amongst clients that Nedbank is best placed to manage the complexity of their business requirements
Stay abreast in field of expertise and deliver on the expectations from stakeholders.
Job Responsibilities Continue
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
Degree in Business / Finance / Investments (e.g. B.Comm ), CFP Qualification
Essential Certifications
Preferred Certifications
Commercial Financial Planning
Minimum Experience Level
Minimum 5 years working experience as an Investment Consultant or Sales Manager or Business Development Manager in an Asset Management environment or Unit Trust environment
Investments technical knowledge
Technical / Professional Knowledge
Business principles
Communication Strategies
Governance, Risk and Controls
Nedbank policies and procedures
Principles of financial management
Principles of project management
Relevant software and systems knowledge
Research methodology
Nedbank culture
Cluster Specific Operational Knowledge
Behavioural Competencies Continuous Learning
Decision Making
Innovation
Building partnerships
Planning and Organizing
Technical/Professional Knowledge and Skills
- Please contact the Nedbank Recruiting Team at +27 860 555 566
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