Job Purpose

To achieve sales and business growth targets by selling Nedgroup Investments investment products to institutional clients and to service and retain existing clients, in line with the business strategy.

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).
• Research and make recommendations for corporate citizenship initiatives in area of influenceParticipate and support corporate responsibility initiatives for the achievement of business strategy (e.g.. Green Strategy).
• Seek opportunities to improve business processes; models and systems by identifying and recommending effective ways to operate and adding value to Nedbank. Initiate and develop strategic relationships with key service providers in the industry by maintaining relationships through regular meetings; presentations and workshops to drive new business opportunities.
• Facilitate introductions to new clients directly or through intermediary service providers and raise awareness of NGI investment products through face to face time with consultants.
• Pitch to potential clients both in presentation and tender form to secure new business.
• Attend industry relevant events to network and raise profile of NGI capabilities and Investment products.
• Source and extract relevant information from various databases and generate sales through cold calling and networking channels.
• Oversee the delivery of client service to Institutional clients that have appointed Nedgroup Investments funds; through understanding the objectives of the client and developing and implementing investment strategies around the objectives-Conduct regular report back presentations on the performance of investment strategy and products to existing clients.
• Ensure the distribution of all communications and reporting material to clients is received on regular basis.
• Provide investment education to clients where necessary through presentations; workshops; etc. Initiate and deliver on appropriate client appreciation events.
• Manage sales activity and internal processes to support sales.
• Provide support to the Product arm of the business to help that area of the business achieve its targets.
• Sell the Nedgroup Investments Consulting proposition through presentations; pitches; workshops; client appreciation events and utilising Nedbanks’ marketing channels.
• Oversee the onboarding process; collation; distribution and signing of all necessary documentation and agreements for the implementation of new business. Ensure accurate record-keeping of all client engagements; whether in person or other form.

Job Responsibilities Continue

• Ensuring Compliance with prevailing regulatory and legislative environment Compile monthly reports to management on all client activities and sales or client flowsReview ongoing appropriateness of internal processes and adjust where necessary.
• 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.Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers.
• Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and/or maintained within specified time frames.
• Enable skilling and required corrective action to take place by sharing 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.
• Ability to work well both as individual and within a team and possess the ability to collaborate and communicate across teams within the business.

Essential Qualifications – NQF Level

• Matric / Grade 12 / National Senior Certificate
• Advanced Diplomas/National 1st Degrees

Preferred Qualification

• Post graduate qualification – Actuary, Masters of Business Administration (MBA), Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA).

Minimum Experience Level

• 5-10 years experience in a similar role.

Technical / Professional Knowledge

• Banking knowledge
• Business Acumen
• Industry trends
• Microsoft Office
• Principles of project management
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Risk management process and frameworks
• Business writing skills
• Cluster Specific Operational Knowledge