Wealth Manager

Wealth Manager
Company:

Nedbank


Details of the offer

To manage clients' wealth needs through an ongoing advisory process to achieve Nedbank's strategic goals of client centricity and revenue generation; as per 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.).• 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.• Deliver on due dates through the timeous documenting and scheduling of reviews.• Focus on eliminating waste and optimising vendor expenditure by managing the billing analysis and audit process.• Obtain cost efficiencies by promoting competition as a mechanism and define the savings that could be extracted by advising and guiding internal stakeholders on the management thereof.• Keep abreast of legislation and other industry changes that impact 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 the 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 with the team.• Ensure all successes are communicated to Group Technology through the various publications (e.g. Full View; Engage) actively working towards building a network across all areas in GT and understanding the end-to-end service.• Oversee service level agreements by managing and tracing the SLA reviews and by updating appropriate registers and plans accordingly. Identify recurrent incidents and incidents that are not yet matched to existing incident data through the analysis of incident data.• Identify problems or known errors and record incidents resulting from incident data for which a structural solution has to be found.• Determine the root cause by reviewing the problem resolution with specialist staff and referencing the relevant supporting documentation.• Monitor and follow up on issues raised that might cause possible compliance and risk issues by documenting and reporting issues to the relevant stakeholders as well as tracking and monitoring solutions.• Ensure that the databases are updated and deadlines are met.• Document all successes for future reference and lessons learned.• Manage quarterly reviews and recognition through communication thereof. Manage the implementation of the Knowledge Management Plan and systems, policies, and processes.• Promote Knowledge Management principles, processes, and procedures to encourage collaboration and information sharing.• Produce and distribute Management reports by collating the required information.• Ensure contract process is followed by working in close relation with the Vendor Management and contracting office.• Ensure the availability of reliable and secure knowledge, information, and data throughout the Service Lifecycle.• Use, establish, and maintain effective working relationships with other employees, including external stakeholders, through the use of customer service skills.• Meet client needs by sending necessary communications to the targeted audience. Build and maintain relationships by ensuring that all data on the Information Technology Service Management Catalogue is updated and communicated. Create internal synergy by providing information on progress.People SpecificationEssential Qualifications - NQF LevelMatric / Grade 12 / National Senior CertificateNational Certificates and Occupational AwardsMinimum Experience Level3-5 years related experienceTechnical / Professional KnowledgeBusiness terms and definitionsBusiness writingCommunication StrategiesData analysisGovernance, Risk and ControlsIndustry trendsMicrosoft OfficePrinciples of financial managementRelevant regulatory knowledgeDecision-making processHigh-Impact CommunicationManaging WorkSustaining Customer SatisfactionTechnical/Professional Knowledge and Skills
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Job Function:

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Wealth Manager
Company:

Nedbank


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