Investment Specialist Commercial Banking (138452)
Investment Specialist Commercial Banking (138452)
Posted on :
21-05-2025
Employer Active
1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
21-05-2025
Job Description
Job Req
138452
Closing Date
21 May 2025
Location
Menlyn Maine
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
- Ensure that the client is aware that their account has been opened and is ready for transacting by sending them the investment pack which contains their welcome letter and prepopulated transaction forms.
- Build and strengthen relationships with clients by ensuring timeous processing of their transactions and through visits with a sales member when required.
- Understand client needs by monitoring client behaviour in terms of when they require funds and when they are able to deposit.
- Be the point of contact between Nedbank and external clients by addressing all telephonic and email queries and requests timeously.
- Ensure that the back office understands the Business Units requirements by building relationships with them and following up to ensure that transactions are processed timeously.
- Build trust of clients by adhering to the Nedbank values when dealing with clients.
- Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (eg: 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.
- Ensure that clients are aware of the performance on their investments by providing daily; monthly; quarterly and yearly reports as per client requirements (eg: daily rates; statements; exposure reports; audit confirmations etc).
- Assist the fund manager to manage the liquidity of the portfolios as accurately as possible by providing large flows reports on the various portfolios.
- Assist administrators to process transactions timeously by providing them with the list of transactions throughout the day.
- Ensure that accurate information on new and existing clients is kept on the Client Relationship Management (CRM) system by updating the database as and when details are provided.
- Minimise risks to the bank and client by adhering to the risk standards set out in the business rules and procedures.
- Keep abreast of legislation and other industry changes that impacts 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 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 and sharing knowledge with team.
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 client services role
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
Employment Type
Advisor
Key Skills
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