Job Description

Job Req

130323


Closing Date

08 December 2023


Location

Middleburg


Talent Acquisition Consultant

Poppy Mlotshwa


FAIS Affected



Job Purpose

Corporate Saver and Investments Relationship Manager role is a key function of the Investments team providing gold standard investment guidance to our clients and internal stakeholders (CSTxe2x80x99s) leveraging off their market experience, solution packaging and product knowledge keeping our clients cash flow requirements at the core of our solutions whilst unlocking growth opportunities supporting our RRB and BB segments client value proposition (CVP).


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.
• Ensure work is consistently completed for planning; progress reviewed and corrective action taken by drawing and reviewing an activity plan.
• Ensure efficient resource utilisation to produce balanced output in terms of quality; cost and business expectations by working within budget.
• Identify and resolve work challenges and problems effectively by constantly engaging and networking with the relevant stakeholders.
• Identify business opportunities within Nedbank divisions by engaging and partnering with relevant stakeholders.
• Build sound professional relationships with all stakeholders through regular communication and feedback sessions.
• Develop trusting / professional internal relationships to smooth the flow of work by engaging and regular feedback.
• Develop collaborative relationships with contractors / consultants / suppliers which meet business needs by regular communication and feedback.
• Manage own operational budget by ensuring that expenditures (like travel and telephone costs; etc.) are within the allocated budget.
• Monitor; track and control operational expenses to ensure that business results are delivered.
• Support the achievement of the business strategy; objectives and values by reviewing 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.

Job Responsibilities Continue

• Responsibilities primarily include engaging with Nedbank clients about potential investment solutions for their business for both generic business needs as well as third party fund solutions (Corporate Saver solution for FSPxe2x80x99s, Attorneys, Estate Agents, Trust companies and Board of Executors). Investment RM role is a FAIS accredited position and includes product onboarding, on-going relationship building and ensuring an efficient and seamless investment experience. Relationship Managers are tasked with identifying any internal training needs of the CST regarding investments and support all initiatives supporting the CVP strategy.
• Support the achievement of the business strategy, objectives and ensure they drive our prescribed Nedbank values ensuring our processes, services and solutions are aligned to our purpose driven Specialised Services function
• Drive and land investment solutioning for acquisition clients through CST engagement and client portfolio analysis xe2x80x93 face to face client engagements required
• Strategic involvement in team collaboration with CST supporting strategic CVP in the various business regions
• Focused contribution to identify industry specific target markets for tactical implementation
• Pipeline/ interaction management and develop and contribute to regional business understanding
• Value-adding voice to complex client deals for investment solutions
• Play the role of Industry expert of Third-Party Platform solution (Corporate Saver) involved in identifying potential acquisition clients, onboarding, relationship growth and business health assessment contributing to CST portfolio
• Play a key role in relationship governance of existing Corporate Saver book incl business reviews (RBB)
• Governance over sector / industry specific drivers and key-note speakers back to Segment
• Provide and unlock focused sales solutions for clients
• Project manage client functions/ engagement role
• In-house training xe2x80x93 engage and upskilling of investment team including internal stakeholders (CSTxe2x80x99s and SS team)

Essential Qualifications - NQF Level

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

Preferred Qualification

• NQF level 5 or higher FAIS recognised qualification

Minimum Experience Level

• 3-5 yearsxe2x80x99 experience in the banking industry with 3-5 yearsxe2x80x99 sales experience in a FAIS impacted role
• With financial services/banking background
• Own car xe2x80x93 role has travel requirements.
• Acquisition focus/experience

Behavioural Competencies

• Customer Focus
• Delivering High-Impact Presentations
• Building partnerships
• High-Impact Communication
• Planning and Organizing
• Sustaining Customer Satisfaction

Technical / Professional Knowledge

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

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