Requisition - 136632 - Melissa Cloete
Cluster - Nedbank Wealth - Nedbank Wealth Management SA Division - Nedbank Financial Planning: Digital Advisory Services
Location - Johannesburg
Closing Date - 9 December 2024
Job Family
Sales and Services
Career Stream
Sales
Leadership Pipeline
Manage Self: Technical
FAIS Affected
FAIS Affected - Yes
Job Purpose
To provide financial expertise and wealth creation advice to Nedbank clients in order to make Nedbank the great place to bank.
Job Responsibilities
- Analyse clients financial statuses to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a bespoke financial plan.
- Examine and suggest financial solutions and strategies for the financial plan (plan for life).
- Assist clients in implementing their plans and carry out financial transactions.
- Review clients portfolio's and plans on a regular basis to customize the financial plans according to clients changing life or economic circumstances, needs and requirements.
- Maintain updated knowledge of regulations, practices and financial products in order to maintain fit and proper status.
- Demonstrate an understanding of structuring, presenting and reviewing financial plans to individuals and legal entities.
- Displays knowledge of approved products and services and be able to continuously up-skill oneself on product and industry development.
- Understand the appropriate rules and regulations of the industry and the bank and the application thereof, maintaining full compliance.
- Building a sustainable and profitable practice.
- Participate and attend all business engagements to build and strengthen relationships.
People Specification
Essential Qualifications - NQF Level
- Matric / Grade 12 / National Senior Certificate
- Diploma
FSCA recognised Qualification
Certificate: Financial Planning
Essential Certifications
Preferred Certifications
FAIS Qualification: RE1/RE5
Certified Financial Planner (highly beneficial)
Minimum Experience Level
1 year experience / exposure in Executive Financial Planning or Digital/Virtual Advisory Services
Technical / Professional Knowledge
- Administrative procedures and systems
- Data analysis
- Relevant software and systems knowledge
- Relevant regulatory knowledge
- Banking knowledge
- Banking procedures
- Cluster Specific Operational Knowledge
- Business principles
- Business terms and definitions
- Governance, Risk and Controls
- Sales Disposition
- Building Trusting Relationships
- Energy
- Adaptability
- Continuous Learning
