Nedbank Nedgroup Investments Jobs in South Africa

Nedbank Nedgroup Investments Jobs in South Africa

Nedgroup Investments is an award-winning global investment business with a growing presence in Africa and Europe. Nedgroup Investments offers a wide range of investment solutions for retail and institutional investors. Nedgroup Investments is a division of Nedbank Group Ltd, leveraging the investment and financial expertise of one of South Africa’s largest financial services groups.

The Nedgroup Investments Best of Breed™ philosophy sees us partner with select fund managers who we believe are able to provide consistent long-term outperformance for our clients.

These fund managers are experts in their field of specialisation and we tend to partner with them for long periods of time giving them sufficient opportunity to deliver on their mandate objectives. We obsess about long-term performance and our top priority is to deliver a superior investment experience for our clients.

Job Purpose

The core purpose of this role is to sell and service Nedgroup Investments' products to internal and external intermediaries in order to meet Nedgroup Investments business strategy targets.

In order to achieve this, the successful candidate would need establish and maintain professional, enabling relationships with Nedbank Financial Planners (NFPs) as well as with Independent Financial Advisors (IFAs).

Job Responsibilities

Achieve sales targets (Gross and Net flows) and grow our market share in a profitable sustainable manner.

Achieve agreed-to activities through structured calling patterns based on client segmentation.

Position Nedgroup Investments' products by utilizing sales aids in line with Nedgroup Investments' practices.

Document client interactions according to the agreed format to complete activity reports Demonstrate proficient investment knowledge in product specifications and processes.

Provide feedback and escalate complaints in line with policies to mitigate risk.

Resolve work challenges by communicating identified challenges to specific departments for action according to policies and procedures.

Build relationships with intermediaries by engaging with then in structured meetings

to deliver on sales targets.

Educate and inform intermediaries by disseminating product and process information in line with Nedgroup Investments' focus areas to grow market share.

Build sound client relationships with staff and instill trust amongst clients that Nedbank is best placed to manage the complexity of their business, personal and household requirements.

Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions.

Create a client service culture through various required interventions.

Support and encourage staff to participate and support corporate responsibility initiative.

Achieve operational excellence by supporting the implementation of business optimisation improvement through team engagement.

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 sharing knowledge with team.

Minimum Experience Level and Essential Qualification

5 years + sales experience in the Asset Management industry

Relevant Bachelors Degree

Preferred Qualification

Chartered Financial Planning

How to Apply

For more information and job application details, see; Nedbank Nedgroup Investments Jobs in South Africa

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