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Wealth Management Learning Specialist



Cape Town, ZA

Date:  24-May-2022

Job Family

Human Resources

About Nedgroup Investments

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

At Nedgroup Investments we are looking for an exceptional Wealth Management Learning Specialist who is committed to developing their potential, have a strong individual performance and thrive in a colloborative environment.

As a successful candidate you would be responsible for the following:

Enabling learning and development for Nedgroup Investment stakeholders through analysis, design, development, implementation and evaluation of learning solutions in order to achieve Nedbank/Nedgroup Investments's strategic objectives.

Job Responsibilities

  • Design and deliver learning solutions leveraging strong instructional design skills and digital design tools
  • Adopt systemic problem-solving approach in identifying optimal learning solutions aligned to achieving business objectives
  • Curate learning solution using existing content platforms with delivery meeting business needs
  • Apply L&D practices by keeping abreast of industry trends (Financial sector and Education, Training & Development) and legislative requirements.
  • Make recommendation to business by identifying trends and providing feedback on identified success factors, risks and gaps
  • Ensure accuracy of learning material content about product, processes, systems and legislative requirements

People Specification


  • Facilitate sensemaking on business imperatives and strategic objectives to identify and deliver appropriate solution
  • Build and maintain relationships with internal stakeholders through consultation, understanding their requirements and accommodating needs.
  • Build and maintain relationships in external stakeholders by ensuring contracted deliverables are met.
  • Monitor own performance by tracking delivery against scheduled activities and learning evaluations and taking corrective actions when required.
  • Meet required business needs by engaging with business and determining the preferred method / medium of learning transfer.
  • Determine if business areas would require change management interventions through analysis of current and (to-be) redesigned process maps.
  • Plan utilisation of resources.

Essential Qualifications - NQF Level

  • Matric / Grade 12 / National Senior Certificate
  • Professional Qualifications/Honour’s Degree

Preferred Qualification

  • Relevant HR diploma or degree, specialisation in Learning and Development
  • ODETDP diploma /certificate, qualifications in area of specialisation e.g. Short Term Insurance; Investments; Executors; Financial Planning / Structuring

Essential Certifications

    Preferred Certifications

    Type of Exposure

    • Conducting root cause analysis
    • Analysing situations or data that require an in depth evaluation of multiple factors
    • Designed and Developed Learning Intervention
    • Coordinating and gaining commitment from internal stakeholders
    • Facilitation of workshop/training
    • Coaching and Mentoring
    • Change Management
    • Writing business proposals.
    • Conducting a needs analysis.
    • Communicating complex information in writing and verbally
    • Identifying trends.
    • Using different approaches in new work situations

    Minimum Experience Level

    2-5 years of relevant financial services industry experience with a focus on instructional design

    Technical / Professional Knowledge

    • Administrative procedures and systems
    • Banking knowledge
    • Banking procedures
    • Business principles
    • Business terms and definitions
    • Data analysis
    • Governance, Risk and Controls
    • Microsoft Office
    • Relevant regulatory knowledge
    • Relevant software and systems knowledge
    • Business writing skills
    • Cluster Specific Operational Knowledge
    • Industry specific knowledge
    • Industry trends

    Behavioural Competencies

    • Operational Decision Making
    • Managing Work
    • Customer Focus
    • Communication
    • Adaptability
    • Technical/Professional Knowledge and Skills


     Preference will be given to candidates from the underrepresented groups


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


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