Graduate Trainee: Wealth Analyst

3 weeks ago

Durban, South Africa Nedbank Full time

**Job Classification**
- **REQ: 123198 - Refilwe Falatsi**:

- **Location: Park Square Campus, KZN / EC**:

- **Closing Date: 23 January 2023**:

- **Division: Wealth Management SA (Distribution)**:

- **Employment Equity Statement: Preference will be given to individuals from the underrepresented groups.**:

- **NB: This is a graduate position, applicants with 2 years plus work experience will NOT be considered.**
- Job Family- Investment Banking
- Career Stream- Investments
- Leadership Pipeline- Manage Self: Technical
- FAIS Affected**Job Purpose**
- To assist with the implementation of the business investment philosophy through data analysis, research and support functions, in line with Nedbank Group strategy.**Responsibilities**:

- Assess needs and provide solutions Interacting with internal and external clients.
- Support Structured Lending and Banker with the following:

- Large Exposure reviews.
- Preparing of credit papers.
- Drafting facility letter.
- Preparing pricing motivation and input into the pricing template.
- Key liaison or conductor of client, client's offices, sales, cross sell, whereabouts of the transaction in the process and attorneys.
- Receiving instructions from clients and sales and redirecting and following up on responses.
- Reconciliations where required - of payouts made in development or building loan.
- Analysis of Balance Sheet and Income Statement and analysis thereof for credit.
- Management of expiring facilities.
- Management of arrears together with the Banker and Lender.
- Management of impairments together with the Consultants and Credit Risk Officer.
- Transactional and Overdraft reviews.
- Releases and Guarantees
- Attending to building draws and payouts for developments.
- Acquisition preparation for new clients and additional accounts.
- Following up with Credit, Legal, Drafting, Attorneys on progress of bonds.
- Ensure that the transaction in pipeline move and follow up on this (manage the pipeline)
- Manage the client reviews - upfront preparation, scheduling appointments and post review capturing.
- Manage non-active and dormant accounts.
- Prepping the EDD / FICA and High-Risk templates.
- Co-ordinate sales teams and follow up on contact made and progress for cross sell.
- Deeds Search and CIPC.
- Check systems for completeness in terms of FICA and all other documentation requirements (e.g., ROA, Mandates etc.)
- Drawing up closing letter per client for confirmation.
- Change / Update of client info on all systems - after necessary confirmation with client.
- Identify opportunities for cross sell and upsell.
- Manage workflow to CSC, i.e., follow up on completion resolution.
- Card Matters: Card migrations, Credit card limit increase / decrease / closures and loading of APO's (card)
- Transactional Account Pricing (current account/cars etc.,)
- Overdraft limit activations and cancellations.
- Managing of security/collateral documentation/ cession cancellations.
- Home loans queries: _Drafting of Home Loans Restructure agreements. Re-advance disbursements._ _Building loans progress payments. Home loans cancellations requests. Home Loans consolidation/subdivision requests: - valuation requests for Building Home Loan externally and internally._
- Power of Attorney's loading and updating.
- Opening and closing treasury investment accounts.
- Opening and closing of Notice Deposits/ Fixed deposits/ Reinvestments.
- Placing of notice withdrawals/Early release of investments
- Fraud prevention/reporting.
- Providing Letters of good standing.
- SARB registration for Foreign National through Non-Res/Embassy Banking.
- Migrating of Foreign nationals account to Non-Res on repatriation.
- Managing the onboarding/offboarding process (end to end - client and product).

**People Specification**
- Essential Qualification- **Matric / Grade 12 / National Senior Certificate**:

- **Bachelor's Degree (Investment Management / Financial Planning)**
- Minimum Experience Level- **Graduate with bachelor's degree in Investment Management or Financial Planning or similar NQF 7 commercial degree.**:

- **0 - 1 year experience from the financial or banking industry.**:

- **Marks will be considered from 65% plus (NB: the transcripts will be requested)**

**Technical / Professional Knowledge**
- Banking procedures
- Business principles
- Business terms and definitions
- Data analysis
- Governance, Risk and Controls
- Microsoft Office
- Relevant regulatory knowledge
- Business writing skills
- Cluster Specific Operational Knowledge
- Numeracy
- Behavioural Competencies- Adaptability
- Applied Learning
- Communication
- Customer Focus
- Work Standards
- Managing Work
- Technical/Professional Knowledge and Skills
- **_Please contact the Nedbank Recruiting Team at +27 860 555 566_

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