Investment Analyst

6 months ago

Pretoria, South Africa Nedbank Full time

**Job Classification**
- Sales and Service- Career Stream- Sales
- Leadership Pipeline- Manage Self: Operational
- FAIS Affected**Job Purpose**
- To provide essential
- **support to the advisors and our clients**, in line with the
- ** 6-step financial advice process,** whilst ensuring overall contribution for
- **growth in revenue, profitability, and market share** for Distribution in Wealth Management.**Responsibilities**:

- Managing the relationship linked to various stages of the client’s journey, from new business, additional investments, client reviews, and all compliance and risk related matters.
- Manage end to end client onboarding, maintenance and offboarding processes.
- Adopt and execute with a client centric approach in all aspects of focus and delivery.
- Manage and fulfil on all client related responsibilities on the 6-step advice process which includes direct support to the advisor and client, as well as identifying opportunities for cross-sell and up-sell.
- Preparation of client review packs encompassing Client and FAIS reviews for Advisors.
- Establish, build, maintain, and support relationships with clients through regular engagement directly with client.
- Responsible for client relationship and experience by facilitating and helping navigate the client through the business with regards to queries and requests.
- Checking the completed packs received from Advisors/clients for accuracy before submitting for approval to the various teams, including onboarding and compliance.
- Loading and updating client information and details on relevant systems for workflow tracking and other updates as per business process and requirements.
- Manage workflow on systems and processes into the various support teams, including Portal, CRM
- Manage client relationships for advisors and business which includes preparation, scheduling appointments, follow up to appointments, and post review capturing.
- All activities linked to preparing, analysing, and reviewing the transactions in the investment business whilst supporting our clients and advisors, and aligning to business, compliance, and risk processes.
- Sales and transaction specific liaison which includes client contact & contact with various other support teams to fulfil on Advisor/client requests.
- Management of all investment related requests from the client and advisors.
- Preparing all compliance and risk templates related to the client namely, EDD /FICA and High-Risk.
- Deliver service to clients by ensuring that client expectations are understood and met in line our distribution segmentation strategy.
- Managing and loading leads and sales activity for advisor/s and attending to data quality related reports.
- Drive, embrace and embed use of automation and digital tools in the business.Educate and support clients on digital tools and app.
- Optimise efficiency and effectiveness with regards to processes, systems, and technology.
- To responsibility for self-upskilling, growth, and development.

**People Specification**
- Essential Qualifications - NQF Level- Matric / Grade 12 / National Senior Certificate
- Preferred Qualification- Relevant industry specific qualification in sales and advice.- Finance Degree.- Essential Certifications- Regulatory examination (role dependent)
- Preferred Certifications- CFP- Minimum Experience Level- 3-5 years’ experience in a related financial services industry.**Technical / Professional Knowledge**
- Microsoft Office
- Administrative procedures and systems
- Data analysis
- Business writing skills
- Relevant regulatory knowledge
- Behavioural Competencies- Building Customer Loyalty
- Initiating Action
- Applied Learning
- Communication
- Technical/Professional Knowledge and Skills
- Managing Work
- **_Please contact the Nedbank Recruiting Team at +27 860 555 566_

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