Investment Assistant

at Nedbank
Location Pretoria, South Africa
Date Posted September 10, 2019
Category Accounting & Finance
Job Type Full-time

Description

Pretoria, Gauteng
Nedbank Recruiting
Requisition Details & Talent Acquisition Contact
100008 - Debbie Fuyani
Location
Pretoria - Menlyn
Career Stream
Sales
Leadership Pipeline
Manage Self: Operational
Job Purpose
To provide administrative services to clients by attending to transactional, lending and investment needs to achieve Nedbanks' strategic focus to become a client-centric bank.
Job Responsibilities
  • Build relationships with clients to gain understanding of their needs by providing service in line with Nedbank standards.
  • Collaborate with internal customers by building relationships to improve customer service delivery and productivity.
  • Compile client informationby complying with standards; policies and procedures prior to submission to Operations for vetting.
  • Monitor internal processesby reporting on the effectiveness thereof.
  • Provide feedbackto internal stakeholders by meeting internal Service Level Agreements requirements.
  • Utilize resources by adhering to Nedbank policies; procedures and standards.
  • Manage risk by protecting client confidentiality through compliance with Protection of Personal Information Act.
  • 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 social responsibility initiatives for the achievement of business strategy.
  • Identify opportunities to improve or enhance processes by identifying and recommending improvements to tools; policies and procedures to add value to Nedbank.
  • Add value to Nedbank by identifying opportunities to improve or enhance processes through identifying and recommending improvements and supporting implementation of tools; policies and procedures.
  • Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions.
  • Understand and embrace the Nedbank Vision and Values by demonstrating the values through interaction with team and stakeholders.
  • Ensure that own contribution and participation contributes to the achievement of team goals.
  • Create and manage own career through guidance and support of management; department and colleagues.
  • Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers.
  • Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and/or maintained within specified time frames.
  • Ensure knowledge management; continuity and team success through constructive participation in a diverse team and sharing knowledge with team.
  • Manage client interest claims by attending to client instructions according to timeframes and standards set out in policies and procedures.
  • Manage risk by following authentication process and complying with regulatory standards.
  • Manage client communication by providing information to minimize cost according to banking regulatory and legislative requirements.
  • Build relationships with clients to gain understanding of their needs by providing service in line with Nedbank standards.
  • Ensure knowledge management; continuity and team success through constructive participation in a diverse team and sharing knowledge with team.
Essential Qualifications - NQF Level
  • Matric / Grade 12 / National Senior Certificate
Preferred Qualification
Certificate: Banking.
Minimum Experience Level
2-3 years working experience as an Investment Assistant working in the Private Wealth space within the Banking/Financial Services Industry.
Type of Exposure
  • Working with a group to identify alternative solutions to a problem.
  • Capturing data
  • Completing various administrative and secretarial duties (e.g.; answering phones; making copies; filing)
  • Checking accuracy of reports and rec
  • Communicating internally
  • Drafting reports
Technical / Professional Knowledge
  • Microsoft Office
  • Administrative procedures and systems
  • Data analysis
  • Business writing skills
  • Relevant regulatory knowledge
Behavioural Competencies
  • Building Customer Loyalty
  • Initiating Action
  • Applied Learning
  • Communication
  • Technical/Professional Knowledge and Skills
  • Managing Work
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Please contact the Nedbank Recruiting Team at +27 860 555 566
Only registered members can apply for jobs.