Share this Job
Apply now »

Wealth Learning & Development Specialist



Johannesburg, ZA

Date:  09-Jun-2021

Job Classification

Requisition and Talent Acquisition Contact Details

REQ: 110351 - Refilwe Falatsi

Closing Date: 15th June 2021


Nedbank Wealth - HR

Job Family

Human Resources

Career Stream

People effectiveness

Leadership Pipeline

Manage Self: Professional

Job Purpose

To enable learning and development for internal and external Nedbank stakeholders through analysis, design, development, implementation and evaluation of learning solutions in order to achieve Nedbank's strategic objectives.

Job Responsibilities

  • Conduct analysis on business imperatives and identified needs
  • Determine the scope of work of specific learning interventions, including deliverables and timeframes, and conduct needs analysis .
  • Deliver Learning and Development (L&D) solutions through  learning interventions that are aligned with business and cluster strategic intent.
  • Apply L&D  practices by keeping abreast of industry trends (Financial sector and Education, Training & Development) and legislative requirements.
  • Coordinate identified  L&D initiatives and cluster projects
  • Enable role competence as described in the curricula per role
  • Make recommendation to business by  identifying trends and providing  feedback on identified success factors, risks and gaps
  • Make recommendations to the Learning and  Development Manager if  material should be developed in-house
  • Consult with clients through regular interactions to develop an understanding of their business context, structure and needs
  • 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.
  • Design and develop the required learning intervention, assessment and learning aids whilst ensuring they are appropriately positioned
  • Determining objectives for learner, business outcome desired and level of learner audience.
  • Obtain sign off of learning material/interventions by  relevant stakeholders.
  • Determine if business areas would require change management interventions through analysis of current and (to-be) redesigned process maps.
  • Plan utilisation of resources.
  • Create an implementation plan/ learning proposal
  • Mitigate risk by identifying deviations from contracted  plans and processes and escalating as required.
  • Resolve work obstacles by putting contingency plans in place and managing on a case-by-case basis.
  • Ensure accurate tracking and reporting of learning interventions
  • Contribute to development of procedures, processes and standards
  • Ensure accuracy of learning material content with regard to product, processes, systems and legislative requirements
  • Support the achievement of the  business strategy, objectives and values
  • 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
  • Contribute to a culture conducive to the achievement of transformation goals
  • Participate and support corporate responsibility initiatives
  • Seek opportunities to improve business processes and systems .

People Specification

Essential Qualifications - NQF Level

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

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

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

5 years or more training / learning development experience within Wealth Management (Private Wealth, Financial Planning, Investment Management - Stockbroking, Fiduciary and Trust).

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 individuals from underrepresented groups.


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


If you can't find the job you're looking for, activate job alerts to be one of the first to know when new positions open up.

Apply now »