Details
Location: Pretoria, ZA
Date: 4 Sep 2024
Reference: 133822
Requisition Details & Talent Acquisition Contact
REQ: 133822
Talent Acquisition Consultant: Lerato Sithole
Cluster: Nedbank Wealth
Closing Date: 27 May 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.
Essential Qualifications
Matric
FAIS Fit & Proper Qualification
Regulatory Exam for Representatives (RE 5)
Preferred Certifications
A registered Certified Financial Planner (CFP), or working toward becoming a Certified Financial Planner
Minimum Experience Level
1 – 5 years’ experience in Financial Planning / Financial Advice / Sales within Financial 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
Behavioural Competencies
Sales Disposition
Building Trusting Relationships
Energy
Adaptability
Continuous Learning
