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 specialization 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 build sustainable client relationships.
Job Responsibilities
Build relationships with intermediaries by engaging with them 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 ongoing structured meetings 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 the team delivers 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 clients' business needs.
Improve team efficiency and effectiveness continuously.
Build sound client relationships with staff and instill trust among 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 the field of expertise and deliver on the expectations from stakeholders.
People Specification
We believe in employing highly motivated, sharp, and quality-oriented 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 to 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-organized with an ability to adapt and tackle a wide variety of challenges.
Ability to deal with people both within the organization 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.
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 requirements.
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.
Please contact the Nedbank Recruiting Team at +27 860 555 566
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