Investment Analyst - Johannesburg, South Africa - Nedbank

Nedbank

Verified Company

Johannesburg, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

Requisition Details & Talent Acquisition Contact

REQ: Location:

Gauteng- Talent Acquisition Consultant: Lerato Sithole- Cluster: Nedbank Wealth-
Closing Date: 21 March 2024
Job Family

Sales and Services

Career Stream

Sales

Leadership Pipeline

Manage Self: Operational

FAIS Affected

Job Purpose

To provide essential support to the advisors and our clients, in line with the 6step financial advice process, whilst ensuring overall contribution for growth in revenue, profitability, and market share for Distribution in Wealth Management.

Responsibilities:

Manage the endtoend client onboarding, maintenance and offboarding processes.
Managing the relationship linked to various stages of the client's journey, from new business, additional investments, client reviews, and all compliance and risk related matters.
Checking the completed packs received from Advisors/clients for accuracy before submitting for approval to the various teams, including onboarding and compliance.
Adopt and execute with a client centric approach in all aspects of focus and delivery.
Manage and fulfil on all client related responsibilities on the 6step advice process which includes direct support to the advisor and client, as well as identifying opportunities for crosssell and upsell.
Preparation of client review packs encompassing Client and FAIS reviews for Advisors.
Establish, build, maintain, and support relationships with clients through regular engagement directly with client.
Responsible for client relationship and experience by facilitating and helping navigate the client through the business with regards to queries and requests.
Loading and updating client information and details on relevant systems for workflow tracking and other updates as per business process and requirements.
Manage workflow on systems and processes into the various support teams, for example: CRM.
Manage client relationships for advisors and business which includes preparation, scheduling appointments, follow up to appointments, and post review capturing.
All activities linked to preparing, analysing, and reviewing the transactions in the investment business whilst supporting our clients and advisors, and aligning to business, compliance, and risk processes.
Sales

and transaction specific liaison which includes client contact & contact with various other support teams to fulfil on Advisor/client requests.

Management of all investment related requests from the client and advisors.
Preparing all compliance and risk templates related to the client namely, EDD /FICA and High-Risk.
Deliver service to clients by ensuring that client expectations are understood and met in line our distribution segmentation strategy.
Managing and loading leads and sales activity for advisor/s.
Attending to data quality related reports.
Drive, embrace and embed use of automation and digital tools in the business.
Educate and support clients with digital features on the app.
Optimise efficiency and effectiveness with regards to processes, systems, and technology.
To be responsible for selfupskilling, growth, and development.

Minimum Experience Level