Banking -Philanthropy CRM

Philanthropy CRM - Cape Town

Applications accepted until: 02 Dec, 2014
Advert Code: PHILAN01
Nedbank Sub Division Cluster
FAIS Affected: No
Location: Cape Town
Job Purpose:
To develop, expand, maintain and retain relationships
with high net worth clients to enhance their wealth
both locally and internationally by:
1. Consistently providing them with excellent service
2. Exposing them to all appropriate private banking
products and service
3. Monitoring and managing their investment
portfolios as well as estates and retirement planning
4. Taking accountability for revenue generation and
growth of funds under management form existing
and new clients, thereby enhancing the profit of
the company.
5. Attending to all administrative duties relating to
clients investment portfolio.
Key Performance Areas:
Growth in Asset Under Management ( AUM) and
Revenue:
Ensure clients are correctly priced in terms of
products and services, increase assets under
managements 1. Cross - sell products and services
across business units for existing client base 2.
Identify other external investment opportunities.
Client Service:
Develop and retain clients relationships, service and
maintain investment portfolios, ensure all
administration matters are attend to, address
client queries and concerns, arrange regular review
meetings, work with portfolio manager to ensure
that investment portfolio is managed in terms of
risk profile and investment mandate, cross - sell
products and services to clients to ensure
appropriate investment; estate and retirement
planning, attend to all Trust and other Fiduciary
work in conjunction with Fiduciary Specialist Network
internally and externally to ensure broader service
spectrum.
Risk and Compliance:
Adhere to all policies and procedures.
Management of Staff:
Assist in recruitment and selection of assistant;
Delegate and manage workflow; Performance
Management, coach and train assistant.
Personal Development:
Self development in terms of attending investment
related training , upskilling in terms of financial
industry products and services Keep up to date with
industry developments, legislation and compliance
issues, discuss progress with manager.
Essential Qualifications:
Matric, Financial Planner Institute (FPI)
qualification and or commerce / law degree Grade
11 or appropriate National Certificate or Diploma at
NQF Level 3. Minimum of an appropriate NQF level
skills programme at Level 4. 12 credits / 30
consisting of core unit standards registered by
SAQA and quality assured by INSQA.
Preferred Qualifications:
B degree in a Business related field.
Certifications:
Job Related Experience:
5 years experience in a financial environment
inclusive of 1 year experience in staff management,
emphasis on client interaction and investment
products and services 1 year - Short-term
insurance personal lines.
Technical Competencies:
-
Behavioural Competencies:
-
Required Industry Acumen:
Financial Industries
Number Of People Reporting Directly Into Job:
1
Compliance/Legislative Requirements:
Registered as a Financial Advisor / Intermediary
Working Time:
Standard
Travel Requirements:
Local
Equity Statement:
Preference will be given to applicants from
designated groups and suitable internal candidates in
line with Nedbank's policies.
Apply