Job Description

Job Classification

141512

Job Post End Date: 26 August 2025
Job Family
Investment Banking
Career Stream
Advisory
Leadership Pipeline
Manage Self: Professional

Job Purpose

Deliver superior investment advice; performance and service relative to applicable benchmarks through the application of research generated ideas to a client portfolios that ensures sustainable annuity income and income growth for the Bank.

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. Participate in the Regional Investment Strategy Committee meeting- take the regional view to the National Strategic forum; put forward the investment views with regard to asset allocation and buying / selling shares and other financial instruments and agree consensus. Apply consensus decisions taken at national strategy committee to individual client portfolios where applicable by transacting on them. Ongoing review of client portfolios through checking against performance; benchmark and client requirements. Provide considered changes to client portfolios within the framework of a clients needs and objectives through transacting in financial instruments. Ensure that all considered changes are in accordance with the house view as determined by Stratcomm through execution in order to achieve superior performance relative to applicable benchmarks. Grow Auw 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. Mentoring of portfolio managers Support the client relationship manager/ wealth manager by presenting to clients on the status of their portfolio. Build professional relationships through participating in client/ Bank functions. Provide Non discretionary clients with investment recommendations and opinions through discussions or in writing and act upon it should the client be in agreement. Resolve investment issues raised by the client by examining their concerns and reporting back. Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc). Resolve investment issues raised by the client by examining their concerns and reporting back.

People Specification

Essential Qualifications - NQF Level
Matric / Grade 12 / National Senior Certificate Advanced Diplomas/National 1st Degrees Preferred Qualification

Chartered Accountant CA(SA), Chartered Financial Advisor (CFA), Honours degree in Finance

Essential Certifications
Certified Financial Planner (CFP) Minimum Experience Level
5-10 years in a similar environment

Technical / Professional Knowledge

Business terms and definitions Business writing Communication Strategies Data analysis Governance, Risk and Controls Industry trends Microsoft Office Principles of financial management Principles of project management Relevant regulatory knowledge Behavioural Competencies
Applied Learning Building Customer Loyalty Communication Collaborating Decision Making Managing Work Technical/Professional Knowledge and Skills
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Please contact the Nedbank Recruiting Team at +27 860 555 566