Corp Saver & Investment Relationship Mgr

Advert Closing Date

01 February 2021

Requisition Details

Corporate Saver & Investment Relationship Manager (106629)

Location

Western Cape : Cape Town

Cluster

Nedbank Business Banking

FAIS Affected

Job Purpose

To build and develop strategic relationships with all business units within Nedbank to create business opportunities for staff banking; in line with the Nedbank business strategy.

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.
• Ensure work is consistently completed for planning; progress reviewed and corrective action taken by drawing and reviewing an activity plan.
• Ensure efficient resource utilisation to produce balanced output in terms of quality; cost and business expectations by working within budget.
• Identify and resolve work challenges and problems effectively by constantly engaging and networking with the relevant stakeholders.
• Identify business opportunities within Nedbank divisions by engaging and partnering with relevant stakeholders.
• Build sound professional relationships with all stakeholders through regular communication and feedback sessions.
• Develop trusting / professional internal relationships to smooth the flow of work by engaging and regular feedback.
• Develop collaborative relationships with contractors / consultants / suppliers which meet business needs by regular communication and feedback.
• Manage own operational budget by ensuring that expenditures (like travel and telephone costs; etc.) are within the allocated budget.
• Monitor; track and control operational expenses to ensure that business results are delivered.
• Support the achievement of the business strategy; objectives and values by reviewing 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.

Essential Qualifications - NQF Level

Minimum Experience Level

• 3-5 years’ experience in the banking industry with 3-5 years’ sales experience in a FAIS impacted role
• NQF level 5 or higher FAIS recognised qualification
• FAIS Compliant (currently active on FAIS register)
• Completed Regulatory Exam RE5 (Representative) and not currently under supervision

Type of Exposure

Technical / Professional Knowledge