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Corp Saver & Investment Relationship Mgr



Cape Town, ZA

Date:  13-Jan-2021

Advert Closing Date

01 February 2021

Requisition Details

Corporate Saver & Investment Relationship Manager (106629)


Western Cape : Cape Town


Nedbank Business Banking

FAIS Affected

FAIS Affected - Yes

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

  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas/National 1st Degrees

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

  • Building and maintaining effective cross-functional relationships with internal and external stakeholders
  • Drafting reports
  • Sharing information in different ways to increase stakeholders understanding.
  • Brainstorming ways of improving a product or situation
  • Identifying trends
  • Challenging the status quo with a view to improving the environment or peoples understanding
  • Coordinating and securing buy-in from internal stakeholders
  • Communicating job requirements and performance standards to others
  • Using different approaches in new work situations business proposals
  • Conducting a needs analysis

Technical / Professional Knowledge

  • Banking procedures
  • Communication Strategies
  • Data analysis
  • Governance, Risk and Controls
  • Principles of financial management
  • Relevant regulatory knowledge
  • Relevant software and systems knowledge
  • Research methodology
  • Decision-making process
  • Cluster Specific Operational Knowledge


Please contact the Nedbank Recruiting Team at +27 860 555 566


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