Relationship Mngr: Corp Saver and Inv

Job Req

139882

Closing Date

10 June 2025

Location

Durban

FAIS Affected

Job Purpose

Corporate Saver and Investments Relationship Manager role is a key function of the Investments team providing gold standard investment guidance to our clients and internal stakeholders (CST’s) leveraging off their market experience, solution packaging and product knowledge keeping our clients cash flow requirements at the core of our solutions whilst unlocking growth opportunities supporting our RRB and BB segments client value proposition (CVP). Responsibilities primarily include engaging with Nedbank clients about potential investment solutions for their business for both generic business needs as well as third party fund solutions (Corporate Saver solution for FSP’s, Attorneys, Estate Agents, Trust companies and Board of Executors). Investment RM role is a FAIS accredited position and includes product onboarding, on-going relationship building and ensuring an efficient and seamless investment experience. Relationship Managers are tasked with identifying any internal training needs of the CST regarding investments and support all initiatives supporting the CVP strategy.

Role Summary

•    Support the achievement of the business strategy, objectives and ensure they drive our prescribed Nedbank values ensuring our processes, services and solutions are aligned to our purpose driven Specialised Services function.
•    Drive and land investment solutioning for acquisition clients through CST engagement and client portfolio analysis – face to face client engagements required.
•    Strategic involvement in team collaboration with CST supporting strategic CVP in the various business regions.
•    Focused contribution to identify industry specific target markets for tactical implementation.
•    Pipeline/ interaction management and develop and contribute to regional business understanding.
•    Value-adding voice to complex client deals for investment solutions.
•    Play the role of Industry expert of Third-Party Platform solution (Corporate Saver) involved in identifying potential acquisition clients, onboarding, relationship growth and business health assessment contributing to CST portfolio.
•    Play a key role in relationship governance of existing Corporate Saver book incl business reviews (RBB)
•    Governance over sector / industry specific drivers and key-note speakers back to Segment
•    Provide and unlock focused sales solutions for clients.
•    Project manage client functions/ engagement role.
•    In-house training – engage and upskilling of investment team including internal stakeholders (CST’s and SS team)
•    Conduct FAIS required investment needs analysis for client and act as bank appointed representatives wrt 1.18/1.17 investments.
•    Meet FAIS Fit and Proper Requirements In terms of section 8 of the Financial Advisory and Intermediary Services Act

Requirement

•    Sound decision making skills, diligence and ability to multi-task and work under pressure.
•    Ability to present complex information to clients and stakeholders via sales presentations, demos.
•    Be able to interpret financials and track targets and budgets.
•    Previous experience in investment field including sales experience.
•    Responsible, Purposeful, enthusiastic about selling with strong empathetic skills.
•    Strong telephone, communication and negotiating skills including storytelling ability.
•    Relationship building, active listening skills and collaboration skills.
•    Social selling role-critical skills
•    Research and information gathering
•    Critical thinking and problem solving
•    Prospecting and lead qualification/ Referral sourcing and closing skills.
•    Conflict Management and resolution with self-driven time management skills
•    Business Communication and Tech savvy
•    Initiative-taking and ambitious
•    Coachable and adaptable
•    FAIS Qualification and application of relevant regulatory knowledge
•    Policy knowledge
•    Product knowledge of investment products
•    Knowledge and understanding of pricing principals.
•    Understanding of common business software and communication channels
•    Knowledge of the Corporate Saver system, BI Portal, Eclipse, NTE, Banking Platform and other Nedbank systems and reporting related to investments will be beneficial.

Essential Qualifications - NQF Level

Minimum Experience Level

•    NQF level 5 or higher FAIS recognised qualification
•    FAIS Compliant (currently active on FAIS register)
•    Completed Regulatory Exam RE5 (Representative) 
•    3-5 years’ experience in the banking industry with 3-5 years’ sales experience in a FAIS impacted role.
•    Valid drivers’ licence and own transport
•    Investment product knowledge and sales experience advantageous

Technical / Professional Knowledge

Behavioural Competencies