Job Classification
Nedgroup Investments is an award-winning global investment business with a growing presence in Europe. Nedgroup Investments offers a wide range of investment solutions for retail and institutional investors. Nedgroup Investments is a division of Nedbank Group Ltd, leveraging the investment and financial expertise of one of South Africa’s largest financial services groups. The Nedgroup Investments Best of Breed™ philosophy sees us partner with select fund managers who we believe are able to provide consistent long-term outperformance for our clients. These fund managers are experts in their field of specialisation and we tend to partner with them for long periods of time giving them sufficient opportunity to deliver on their mandate objectives. We obsess about long-term performance and our top priority is to deliver a superior investment experience for our clients.
Location
The role is based in Pretoria
Job Family
Sales and Services
Career Stream
Relationship Management
Leadership Pipeline
Manager of Others
Job Purpose
To lead, guide, support and coach front-line staff to execute effectively upon the business strategy, enabling the delivery of banking solutions to relevant market segments; ensure client centric experiences that builds sustainable client relationships.
Job Responsibilities
- Build relationships with intermediaries by engaging with then in structured meetings to deliver on sales targets
- Educate and inform intermediaries by disseminating product and process information in line with Nedgroup Investments' focus areas to grow market share
- Demonstrate understanding of intermediaries' business practices by conducting on going structured meetings in order to establish intermediaries' needs
- Collaborate with departments within Nedgroup Investments by sharing information in alignment with Nedgroup Investments focus areas
- Demonstrate proficient investment knowledge in product specifications and processes
- Build relationships with internal suppliers by communicating according to service level agreements
- Ensure team deliver on all targeted products and services as measured through the relevant client management systems and the contribution statement
- Achieve quality and turnaround standards through relevant systems, processes and procedures
- Understand and respond to client's business and needs
- Improve team efficiency and effectiveness continuously
- Build sound client relationships with staff and instill trust amongst clients that Nedbank is best placed to manage the complexity of their business requirements
- Manage consultants to unearth sales / solution opportunities and to create advocates among their clients
- Stay abreast in field of expertise and deliver on the expectations from stakeholders.
People Specification
We believe in employing highly motivated, sharp and quality orientated people that thrive in a culture that celebrates and supports diversity within an environment that is creative, collaborative, challenging and dynamic. Aligned to our core purpose of enabling our investors to achieve their investment goals, we are committed to enabling our staff achieve their full potential and long-term career growth at Nedgroup Investments. Specifically for this role, we are looking for:
High standard of personal presentation.
Self-motivated and well organised with an ability to adapt and tackle a wide variety of challenges.
Ability to deal with people both within the organisation and external customers
Essential Qualifications - NQF Level
- Matric / Grade 12 / National Senior Certificate
- Advanced Diplomas/National 1st Degrees
Preferred Qualification
Degree in Business / Finance / Investments (e.g. B.Comm ), CFP Qualification
Essential Certifications
Preferred Certifications
Minimum Experience Level
Minimum 3 years working experience as an Investment Consultant or Sales Manager or Business Development Manager in an Asset Management environment or Unit Trust environment
Investments technical knowledge
Technical / Professional Knowledge
- Business terms and definitions
- Communication Strategies
- Governance, Risk and Controls
- Credit management principles and requriements
- Principles of financial management
- Banking procedures
- Business Acumen
- Relevant regulatory knowledge
- Business writing skills
- Microsoft Office
Behavioural Competencies
- Adaptability
- Aligning and Executing Sales Strategy
- Coaching the Sales Team
- Delegation and Empowerment
- Driving Innovation
- Guiding Sales Transformation
- Making Sales Operations Decisions
- Targeting Sales Opportunities
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Please contact the Nedbank Recruiting Team at +27 860 555 566
