Job Family
Investment Banking
Career Stream
Advisory
Leadership Pipeline
Manage Self Expert
FAIS Affected
Job Purpose
To provide advisory services to clients which encompasses solutions and services and assisting clients to achieve their strategic goals.
Job Responsibilities
Build and maintain stakeholder relationships by formal and informal engagements (meetings; phone calls).
Build and maintain working relationships by attending team and relevant forum meetings; sharing expert advice and social engagements.
Manage stakeholder expectations by providing regular updates on progress to the team; client; regulator and other stakeholders.
Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
Research and make recommendations for corporate citizenship initiatives in area of influence
Participate and support corporate responsibility initiatives for the achievement of business strategy (e.g.. Green Strategy).
Seek opportunities to improve business processes; models and systems by identifying and recommending effective ways to operate and adding value to Nedbank.
Manage projects / transactions to completion by planning; allocating resources and monitoring transaction progress.
Ensure compliance by adhering to rules from the regulator; policies and procedures and executing on the mandate.
Manage conflicting situations by identifying and analysing the problem; develop appropriate solution and take corrective actions.
Manage team performance on transactions by identifying and addressing performance gaps; up skilling; monitoring and reviewing performance.
Originate new transactions or clients for the bank by regular interaction through cold calling; referrals and networking.
Oversee and manage transactions in a cost effective manner by conducting cost benefit analysis of various execution strategies.
Ensure relevant continuous pitching to target clients' by identifying the target clients needs; develop the appropriate pitch and present to the 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.
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.
Enable skilling and required corrective action to take place by sharing 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.
Job Responsibilities Continue
People Specification
Essential Qualifications - NQF Level Matric / Grade 12 / National Senior Certificate
Professional Qualifications/Honour's Degree
Preferred Qualification
Essential Certifications Chartered Accountant (SA), Chartered Financial Analyst, JSE Approved Executive, Institute of Chartered Secretaries and Administrators
Preferred Certifications
Minimum Experience Level
8-12 years experience in Corporate Finance
Technical / Professional Knowledge
Industry trends
Microsoft Office
Principles of project management
Relevant regulatory knowledge
Relevant software and systems knowledge
Risk management process and frameworks
Business writing skills
Cluster Specific Operational Knowledge
Business Acumen
Understanding Corporate Regulations
Behavioural Competencies Building Customer Loyalty
Communication
Collaborating
Work Standards
Becoming a Business Advisor
Advancing Sales Discussions
Sales Negotiation
Technical/Professional Knowledge and Skills
- Please contact the Nedbank Recruiting Team at +27 860 555 566
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