Investment Specialist Corporate Saver

4 weeks ago

Durban, South Africa findojobs-za Full time

About The Role Corporate Saver Investment Portfolio Specialist role is a key function of the Investments team providing gold standard investment guidance to our clients and internal stakeholders (CSTs) 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). Responsibilities are two-fold: engaging with Nedbank Corporate Saver Agents about potential investment solutions for their business and they perform the core pricing function for new and existing CS clients where a consistent pricing methodology is applied keeping in line with Treating Clients Fairly (TCF) principles. Investment CS IPS role is a FAIS accredited position and includes CS product pricing and on-going relationship building ensuring an efficient and seamless investment experience. CS Investment Portfolio Specialists are tasked with identifying any internal training needs of the CST regarding investments and support all initiatives supporting the CVP strategy. Job Purpose Job Purpose To build and maintain relationships with clients through the provision of a world class service by being the point of contact for all queries and requests; as per Nedbank business strategy. Drive and land investment solutioning for acquisition clients through CST engagement and client portfolio analysis telephonic client engagements required with ad hoc face to face client exposure. 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. Provide and unlock focused sales solutions for CS clients and provide accurate and competitive pricing governance aligning to volume and NII margin targets of segment. In-house training engage and upskilling of investment team including internal stakeholders (CSTs and SS team). Conduct FAIS required investment needs analysis for client and act as #J-18808-Ljbffr

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