Job Family
Sales and Services
Career Stream
Fiduciary
Leadership Pipeline
Manage Self: Professional
FAIS Affected
Job Purpose
To provide fiduciary advisory services to Nedbank Private Wealth target market clients and support internal business units within Private Wealth to meet business objectives.
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 responsibility initiatives for the achievement of business strategy (e.g.. Green Strategy).
- Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.
- Interpret and communicate legislative and regulatory developments by formulating and circulating house views to internal and external stakeholders.
- Enable internal partners to have meaningful conversations with clients by transferring knowledge and skills through training and communications.
- Share opinions and knowledge by participating in internal Fiduciary Specialist Forum.
- Support internal stakeholders to achieve targets and introduce new business by providing fiduciary advice to provide a competitive edge.
- Meet business objectives by initiating; developing and maintaining relationships with internal and external stakeholders.
- Meet business requirements by providing South African and International fiduciary advice to target market clients.
- Follow the pricing process by applying correct fees for advice rendered and products delivered.
- Provide fiduciary advice and deliver products by following and applying industry best practice.
- Mitigate risk to Nedbank Group by providing sound fiduciary advice.
- Deliver consistent fiduciary advice by developing; building; maintaining and using a repository of forms; precedents and processes.
- Meet business requirements by complying with Service Level Agreements.
- Achieve business objectives by planning activities; allocating resources and managing performance.
- Support the achievement of the business strategy; objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems; process; services and solutions are aligned.
- Identify training courses and career progression for self through input and feedback from management.
- Ensure all personal development plan activities are completed within specified timeframe.
- Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
- Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations.
People Specification
Essential Qualifications - NQF Level
- Matric / Grade 12 / National Senior Certificate
- Advanced Diplomas/National 1st Degrees
LLB Degree or Post Graduate Degree or Diploma in Law/Taxation.
Essential Certifications
Preferred Certifications
Fiduciary Institute of South Africa.
Minimum Experience Level
8 - 10 years in Fiduciary environment or relevant Legal or Tax experience
Technical / Professional Knowledge
- Cluster Specific Operational Knowledge
- Relevant regulatory knowledge
- Principles of project management
- Business terms and definitions
- Relevant software and systems knowledge
- Communication Strategies
- Data analysis
- Research methodology
- Governance, Risk and Controls
- Principles of financial management
- Advancing Sales Discussions
- High-Impact Communication
- Technical/Professional Knowledge and Skills
- Coaching
- Influencing
- Decision Making
