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Position

Senior Manager: Skills Based & Company Organised

Details

Location: 

Johannesburg, ZA

Date:  15 Aug 2025
Reference:  141512

Job Classification

141512

Job Post End Date: 26 August 2025

Job Family

Investment Banking

Career Stream

Advisory

Leadership Pipeline

Manage Self: Professional

Job Purpose

Deliver superior investment advice; performance and service relative to applicable benchmarks through the application of research generated ideas to a client portfolios that ensures sustainable annuity income and income growth for the Bank.

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.
  • Participate in the Regional Investment Strategy Committee meeting- take the regional view to the National Strategic forum; put forward the investment views with regard to asset allocation and buying / selling shares and other financial instruments and agree consensus.
  • Apply consensus decisions taken at national strategy committee to individual client portfolios where applicable by transacting on them.
  • Ongoing review of client portfolios through checking against performance; benchmark and client requirements.
  • Provide considered changes to client portfolios within the framework of a clients needs and objectives through transacting in financial instruments.
  • Ensure that all considered changes are in accordance with the house view as determined by Stratcomm through execution in order to achieve superior performance relative to applicable benchmarks.
  • Grow Auw Support the achievement of the business strategy; objectives and values by reviewing Nedbank and 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.
  • Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations.
  • Mentoring of portfolio managers Support the client relationship manager/ wealth manager by presenting to clients on the status of their portfolio.
  • Build professional relationships through participating in client/ Bank functions.
  • Provide Non discretionary clients with investment recommendations and opinions through discussions or in writing and act upon it should the client be in agreement.
  • Resolve investment issues raised by the client by examining their concerns and reporting back.
  • Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
  • Resolve investment issues raised by the client by examining their concerns and reporting back.

People Specification

Essential Qualifications - NQF Level

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

Preferred Qualification

Chartered Accountant CA(SA), Chartered Financial Advisor (CFA), Honours degree in Finance

Essential Certifications

  • Certified Financial Planner (CFP)

Minimum Experience Level

5-10 years in a similar environment

Technical / Professional Knowledge

  • Business terms and definitions
  • Business writing
  • Communication Strategies
  • Data analysis
  • Governance, Risk and Controls
  • Industry trends
  • Microsoft Office
  • Principles of financial management
  • Principles of project management
  • Relevant regulatory knowledge

Behavioural Competencies

  • Applied Learning
  • Building Customer Loyalty
  • Communication
  • Collaborating
  • Decision Making
  • Managing Work
  • Technical/Professional Knowledge and Skills

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

 

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