Current Vacancies at Nedbank

Job Purpose

• To provide financial expertise and wealth creation advice to Nedbank clients in order to make Nedbank the great place to bank.

Job Responsibilities

• Analyse clients’ financial statuses to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a bespoke financial plan.
• Examine and suggest financial solutions and strategies for the financial plan (plan for life).
• Assist clients in implementing their plans and carry out financial transactions.
• Review clients’ portfolio's and plans on a regular basis to customize the financial plans according to clients’ changing life or economic circumstances, needs and requirements.
• Maintain updated knowledge of regulations, practices and financial products in order to maintain fit and proper status.
• Demonstrate an understanding of structuring, presenting and reviewing financial plans to individuals and legal entities.
• Displays knowledge of approved products and services and be able to continuously up-skill oneself on product and industry development.
• Understand the appropriate rules and regulations of the industry and the bank and the application thereof, maintaining full compliance.
• Building a sustainable and profitable practice.
• Participate and attend all business engagements to build and strengthen relationships.

Essential Qualification

• Matric
• FAIS Fit and Proper qualification, preferably a Certificate: Financial Planning
• RE 5

Preferred Certifications

• Designated Certified Financial Planner

Minimum Experience Level

• Role specific / 1 - 5 years experience / exposure in financial advice / sales

Technical / Professional Knowledge

• Administrative procedures and systems
• Data analysis
• Relevant software and systems knowledge
• Relevant regulatory knowledge
• Banking knowledge
• Banking procedures
• Cluster Specific Operational Knowledge
• Business principles
• Business terms and definitions
• Governance, Risk and Controls

Behavioural Competencies

• Sales Disposition
• Building Trusting Relationships
• Energy
• Adaptability
• Continuous Learning

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Job Purpose

• To manage a portfolio of products in order to meet customer requirements profitably; aligned with the strategy of the bank.

Job Responsibilities

• Implement business change initiatives by introducing; managing; making (people change; technological change; process change) happen and keeping Management Information updated.
• Identify; understand and agree the direct and indirect impact of business change initiatives by researching; interviewing affected stakeholders and applying end to end skills set.
• Monitor for continuous improvement by observation; analysing data and providing ongoing feedback.
• Ensure compliance (brand/reputation/other risks) by enforcing regulations; policies and procedures and understanding link from policy - process- system - operating procedures.
• Contribute to updates of standards; policies and procedures by meeting with respective stakeholders; agreeing and recommending changes and sending emails confirming the enhancements.
• Provide innovative solutions for updating processes by defining procedures and facilitating workshops with stakeholders.
• Identify the business issue by observation; analysing management reports and requests from EXCO.
• Identify cost/time/quality/risk aspects of the business issue by investigating the business benefits or problems.
• Set expected performance output by meeting and agreeing with management.
• Obtain and secure stakeholder buy-in to solution by presenting alternative solutions and recommending the best solution.
• Manage internal and external stakeholders by regular meetings and agreeing deliverables.
• Recognise performance improvements by acknowledgement of business improvements from other stakeholders.
• Build trusting relationships with stakeholders by open communication; conducting one-on-one meetings and accepting their input.
• 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.
• Identify training courses and career progression for self through input and feedback from management.
• Ensure all personal development plan activities are completed within specified timeframe.
• Share 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.

Essential Qualifications - NQF Level

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

Preferred Qualification

• Post Grad Qualification

Minimum Experience Level

• 3 - 5 years relevant experience in product management.

Technical / Professional Knowledge

• Communication Strategies
• Data analysis
• Industry trends
• Principles of financial management
• Relevant regulatory knowledge
• Decision-making process
• Cluster Specific Operational Knowledge
• Governance, risk and controls

Behavioural Competencies

• Customer Focus
• Decision Making
• Facilitating Change
• Initiating Action
• Innovation
• Technical/Professional Knowledge and Skills

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Job Purpose

• To support and maintain the data warehouse in line with the data model; metadata repository and to provide business intelligence analysis through performing strategic and operational support.

Job Responsibilities

• Structure data into compliance standards by adhering to metadata governance procedures according to Nedbank documented standards and formats.
• Manage final transformed data content by complying to prescribed standards for reviewing and publishing.
• Assist/govern population of datamart and metadata repository by complying to standards, systems, processes and procedures.
• Support business units by providing consulting services that delivers data and information relevant to their business.
• Contribute to internal/external information sharing sessions by attending formal and informal meetings.
• Manage vendor relationship interactions by conforming to vendor management office guidelines and principles.
• Deliver work according to customer expectations by prioritizing, planning and implementing requirements.
• Utilize resources by adhering to standards, policies and procedures.
• Align and continuously improve set processes by identifying innovation opportunities.
• Identify and mitigate risk by executing within governance.
• Resolve incidents by logging and tracking through correct channels.
• Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters, websites and attending sessions.
• Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders.
• 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.
• Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team.  
• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives.
• Participate and support corporate social responsibility initiatives for the achievement of key business strategies.
• Identify and recommend opportunities to enhance processes, systems and policies and support implementation of new processes, policies and systems.

Essential Qualifications - NQF Level

• Diploma
• Matric / Grade 12 / National Senior Certificate

Preferred Qualification

• Degree in Information Technology or Business Management, Mathematical/Statistics

Essential Certifications

• Data Management (DAMA) Certification, Certification/formal training in relevant technology

Minimum Experience Level

• 8 years relevant experience of which 3-5 years experience is in a data management /business role

Technical / Professional Knowledge

• Administrative procedures and systems
• Banking knowledge
• Banking procedures
• Business principles
• Business terms and definitions
• Data analysis
• Governance, Risk and Controls
• Microsoft Office
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Business writing skills
• Cluster Specific Operational Knowledge

Behavioural Competencies

• Coaching
• Communication
• Initiating Action
• Managing Work
• Quality Orientation
• Technical/Professional Knowledge and Skills