Wealth Manager

4 weeks ago

Cape Town, Western Cape, South Africa Nedbank Full time
Job Classification

Job Family

Investment Banking

Career Stream

Advisory

Leadership Pipeline

Manage Self: Professional

FAIS Affected

FAIS Affected - Yes

Job Purpose

To oversee clients' wealth needs through an ongoing advisory process to achieve Nedbank's strategic goals of client centricity and revenue generation, in line with the business strategy.

Job Responsibilities
- Contribute to fostering a culture conducive to reaching transformation goals by engaging in Nedbank's Culture building initiatives (e.g., staff surveys, etc.).
- Support corporate social responsibility endeavors to meet key business objectives.
- Identify and suggest opportunities for enhancing processes, systems, and policies, and assist in implementing new processes, policies, and systems.
- Ensure timely completion of tasks by diligent documentation and scheduling of reviews.
- Focus on streamlining processes and optimizing vendor expenses by managing billing analysis and auditing.
- Promote cost efficiencies by encouraging competition and advising internal stakeholders on effective management.
- Stay informed about relevant legislation and industry developments by regularly reading newsletters, websites, and attending sessions.
- Embrace and embody the Nedbank vision and values through interactions with the team and stakeholders.
- Enhance personal skills, keep up-to-date with industry advancements, and identify training opportunities through collaboration and feedback from managers.
- Effectively share information with the team to ensure stakeholders are well-informed.
- Communicate achievements to Group Technology through various publications, actively contributing to building a network and understanding service delivery comprehensively.
- Supervise service level agreements by monitoring reviews and updating registers and plans as needed. Identify recurring incidents and work on finding structural solutions for unresolved issues.
- Investigate root causes of problems, review resolutions with specialized staff, and maintain relevant documentation.
- Monitor and address potential compliance and risk issues by documenting, reporting to stakeholders, and tracking solutions.
- Ensure databases are updated, deadlines are met, and successes are documented for future reference.
- Manage quarterly reviews, recognize achievements, and oversee the implementation of Knowledge Management processes.
- Foster collaboration and information sharing by promoting Knowledge Management principles and procedures.
- Compile and distribute management reports by collecting necessary information.
- Ensure compliance with contract processes by collaborating closely with Vendor Management and contracting units.
- Maintain reliable and secure knowledge and data throughout the Service Lifecycle.
- Cultivate effective relationships with colleagues and external stakeholders using strong customer service skills.
- Address client needs by sending appropriate communications to the target audience, ensuring updated data on the Information Technology Service Management Catalogue and facilitating internal synergy.

People Specification

Essential Qualifications - NQF Level
- Matric / Grade 12 / National Senior Certificate
- National Certificates and Occupational Awards

Preferred Qualification
Commercial degree/diploma e.g. B.Comm/B.Sc Actuarial Science/Business Science, Certified Financial Analyst, Regulatory FAIS Exams

Essential Certifications
- FPI (Financial Planning Institute) membership

Preferred Certifications

Minimum Experience Level
- 3-5 years related experience

Technical / Professional Knowledge
- Business terms and definitions
- Proficient business writing skills
- Effective Communication Strategies
- Data analysis techniques
- Governance, Risk, and Controls management
- Awareness of industry trends
- Proficiency in Microsoft Office tools
- Understanding principles of financial management
- Knowledge of relevant regulations
- Decision-making process skills

Behavioral Competencies
- Commitment to Continuous Learning
- Ability for High-Impact Communication
- Efficiently Managing Workloads
- Sales Disposition
- Ensuring Customer Satisfaction
- Technical/Professional Knowledge and Skills

**Please note that the contact number provided in the original text has been removed**

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