Nedbank Wealth Manager International Jobs in South Africa
Nedbank Wealth Manager International Jobs in South Africa
Job PurposeTo source new international investment business to grow assets under management, both from own direct clients and to assist the broader Region in meeting their International Growth Targets.
Job Responsibilities
Utilising own networks and contacts to generate international investment and lending business.
Target other business units within Nedbank to source investments and lending leads and promote cross-sell.
Provide specialist support for Wealth Managers within Durban office to assist in landing new business, facilitating effective management of existing clients and improving client retention.
Presenting at forums of potential clients and lead providers for business development.
Regular interaction with Investment Management Team (Nedgroup Investments) in providing inputs for the construction of international model portfolios which meet the needs of clients.
Participation in Regional Deal Forums to ensure that client Financila Proposals are aligned with the business "house view', meet the requirements of best advice and ensure quality control.
Training of Wealth Managers in International Investment offering, including ongoing updates.
Implementation and rebalancing of international segregated portfolios in line with model portfolios utilising investment mangement software.
Liaise with Nedgroup Trust business in Guernsey and Jersey with regard to the management of International Trust client portfolios.
Input into Regional Business Strategy with regard to achievement of internation targets.
Regular interaction with international teams in other Regional SA offices to share ideas and drive initiatives throughout the business.
Liasing with Nedbank Private Wealth's International team (Isle of Man, UK, Jersey) to promote operational efficiencies for SA clients investing internationally.
Remaining up to date with changes to local and international
tax legislation and regulatory requirements, thereby ensuring advice on client structuring is effective and relevant.
Rund with adhoc projects aimed at improving efficiencies and revenue. e.g. re-mandating clients to clean priced funds in line with RDR, weaning out below minimum accounts, etc.
Ensuring 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
People Specification
Essential Qualifications
NQF Level
Matric / Grade 12 / National Senior Certificate
National Certificates and Occupational Awards
Preferred Qualification
Relevant undergraduate degree (B.Com / B.BusSci / LLB)
Postgraduate CFP or International equivalent
Regulatory FAIS Exams (RE5) - non:negotiable
Essential Certifications
FPI (Financial Planning Institute) membership
Preferred Certifications
Type of Exposure
Designed Workforce Planning Solutions
Developed and Implemented Communications Strategy
Improved Processes and Culture
Managed Governance
Managed Process Results
Managed Relationships
Managed Self and Team
Managed budget
Supported Transformation, Change and continued Improvement
Provided operational support for Governance, Compliance and risk based assurance
Minimum Experience Level
3-5 years related experience within international investments / wealth management international / offshore investments.
Technical / Professional Knowledge
Business terms and definitions
Business writing
Communication Strategies
Data analysis
Governance, Risk and Controls
Industry trends
Microsoft Office
Principles of financial management
Relevant regulatory knowledge
Decision-making process
Behavioural Competencies
Continuous Learning
High-Impact Communication
Managing Work
Sales Disposition
Sustaining Customer Satisfaction
Technical/Professional Knowledge and Skills
How to Apply
For more information and job application details, see; Nedbank Wealth Manager International Jobs in South Africa
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