Investment Specialist Corporate Saver

Nedbank Private Wealth; Durban; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A major bank in South Africa is seeking a Corporate Saver Investment Portfolio Specialist to provide investment guidance and support client interactions. The ideal candidate will have at least 3 years of experience in sales within a banking environment and a strong understanding of investment products. This role focuses on maintaining client relationships and driving investment solutions that align with business strategies. The position offers a full-time employment opportunity in Durban.

Qualifications

• Minimum 3 years experience in a sales and client services role.
• Previous experience in investment field including sales experience.
• Keen understanding of banking principles and relevant regulatory knowledge.

Responsibilities

• Build and maintain relationships with clients by providing excellent service.
• Support business strategy objectives aligned with Nedbank values.
• Act as point of contact for client queries and requests.

Skills

Client relationship management

Investment solutioning

Data analysis

Sales expertise

Education

Matric / Grade 12 / National Senior Certificate

Finance Investment Qualification

Tools

Corporate Saver system

Eclipse NTE Banking Platform

Job description

About The Role

Corporate Saver Investment Portfolio Specialist role is a key function of the Investments team providing gold standard investment guidance to our clients and internal stakeholders (CSTs) leveraging off their market experience solution packaging and product knowledge keeping our clients cash flow requirements at the core of our solutions whilst unlocking growth opportunities supporting our RRB and BB segments client value proposition (CVP). Responsibilities are two-fold: engaging with Nedbank Corporate Saver Agents about potential investment solutions for their business and they perform the core pricing function for new and existing CS clients where a consistent pricing methodology is applied keeping in line with Treating Clients Fairly (TCF) principles. Investment CS IPS role is a FAIS accredited position and includes CS product pricing and on-going relationship building ensuring an efficient and seamless investment experience. CS Investment Portfolio Specialists are tasked with identifying any internal training needs of the CST regarding investments and support all initiatives supporting the CVP strategy.

Job Purpose

Job Purpose

• To build and maintain relationships with clients through the provision of a world class service by being the point of contact for all queries and requests; as per Nedbank business strategy

Job Responsibilities

• Support the achievement of the business strategy objectives and ensure they drive our prescribed Nedbank values ensuring our processes services and solutions are aligned to our purpose driven Specialised Services function.
• Drive and land investment solutioning for acquisition clients through CST engagement and client portfolio analysis telephonic client engagements required with ad hoc face to face client exposure.
• Strategic involvement in team collaboration with CST supporting strategic CVP in the various business regions.
• Focused contribution to identify industry specific target markets for tactical implementation.
• Pipeline / interaction management and develop and contribute to regional business understanding.
• Provide and unlock focused sales solutions for CS clients and provide accurate and competitive pricing governance aligning to volume and NII margin targets of segment.
• In-house training engage and upskilling of investment team including internal stakeholders (CSTs and SS team)
• Conduct FAIS required investment needs analysis for client and act as bank appointed representatives wrt 1.18 / 1.17 investments.
• Meet FAIS Fit and Proper Requirements In terms of section 8 of the Financial Advisory and Intermediary Services Act
• Become Industry expert of Third-Party Platform solution (CS) involved in identifying growth potential and business health assessment contributing to CST portfolio. Play a key role in relationship governance of existing Corporate Saver book incl business reviews.
• Governance over sector / industry specific drivers and key-note speakers back to Segment specifically relating to understanding of product pricing become industry specialists in understanding competitor and market pricing.
• Provide and unlock focused sales solutions for clients.
• In-house training engage and upskilling of investment team including internal stakeholders (CSTs and SS team)
• Conduct FAIS required investment needs analysis for client and act as bank appointed representatives with regards to 1.18 / 1.17 investments.
• Meet FAIS Fit and Proper Requirements In terms of section 8 of the Financial Advisory and Intermediary Services Act
• Governance over sector / industry specific drivers and key-note speakers back to Segment

Essential Qualifications - NQF Level

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

Preferred Qualification

Finance Investment Qualification.

Minimum Experience Level

• 3 years experience in a sales and client services role within a banking environment
• Previous experience in investment field including sales experience.
• Knowledge of the Corporate Saver system BI Portal Eclipse NTE Banking Platform and other Nedbank systems and reporting related to investments will be beneficial.

Technical / Professional Knowledge

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

Behavioural Competencies

• Building Customer Loyalty
• Earning Trust
• Collaborating
• Initiating Action
• Work Standards
• Managing Work

Please contact the Nedbank Recruiting Team at

Required Experience :

Unclear Seniority

Key Skills

Active Directory Administration,Financial Services,Benefits & Compensation,Cosmetology,Architecture

Employment Type :

Full Time

Experience :

years

Vacancy :

1