Job Region: Gauteng

  • Investment Consultant – Gauteng

    KEY PERFORMANCE AREAS

    Deposits

    Ensures monthly sales targets are achieved by effectively promoting the Bank’s deposit products.
    Completes and submits all applications for clients
    Undertakes for all administrative requirements as per bank’s policy
    Submits completed applications for checking by COB.
    Captures client information on the relevant computer system
    Ensures client signs legal documentation
    Receives Insurance confirmations and handles queries that may arise from brokers
    Ensures that the correct advice is given to the client and a needs analysis is conducted in order to ensure that the correct product is recommended.

    Wealth Management

    Conduct marketing and sales of all unit trust and Wills products.
    Ensures Wealth Management Sales budgets are met
    Provides clients with efficient service and professional advice on the products.
    Ensure that all applications forms are completed, and correspondence is provided to the Client.
    Engage in marketing activities hosted by the Bank
    Ensure that regular contact sessions are held with Clients, thereby keeping them abreast of their investment portfolios and explore further investment opportunities with Clients.
    Ensures that the relevant forms are submitted to the third-party unit trust company i.e Old Mutual timeously and that all FICA and compliance is done before opening these accounts.
    Ensures that the correct advice is given to the client and a needs analysis is conducted in order to ensure that the correct product is recommended.
    Facilitates the opening of performance guarantees for clients by following the process and liaising with the legal department.

    Transactional Banking

    Markets and sells the Bank’s Transactional Banking products to individuals.
    Grows the Banks Transactional Banking Deposit book by sourcing new clients as well as servicing existing clients.
    Ensures Transactional Banking Sales budgets are met
    Facilitates meetings and introductions with clients
    Communicates with clients i.e. function planning, mailshots etc 
    Keeps up to date with Transactional Banking product ranges and pricing of Al Baraka Banks products

    Keep abreast of competitor products, services and fees and make recommendations to the Bank accordingly.
    Proactively monitors client’s usage of Transactional Banking products and provide support on the enhancement of their usage of the product.
    Ensures that the clients are aware of the Mobile Banking App and provides training in this regard.

    Sales and Marketing

    Attend to new clients by offering them the Banks Products as well as servicing existing clients and offer additional services.
    Meets with clients at their convenience at the Branch or at clients premises
    Markets and sells the Banks products
    Acquires new clients by requesting qualified leads from existing clients, other departments and leads generated internally or by customer service
    Conducts a needs analysis on products and services in order to make   recommendations to clients.
    Offers Investment advice to clients based on their needs
    Discusses banks investment, wealth management, transactional banking, wills and services including performance guarantees to clients
    Ensures all requirements are met in order to conclude the transaction

    Client Relationship

    Develops constructive and cooperative working relationship with clients, and maintaining them over time
    Attends to all clients’ Investment requests and queries
    Provides an efficient and effective service to all clients at all times in order to promote the Banks services
    Manages/Handles difficult client queries via face-to-face communication with walk in clients or by visiting clients and addresses client concerns by listening to any concerns/complaints in an efficient and appropriate manner in line with the professional image of the bank and providing an effective solution to the benefit of both the bank and the client

    Requirements

    Qualifications

    A B.Com degree or Relevant Qualifications will be required in order to meet the requirements of the role at the highest level of competence.
    A minimum level of NQF5 is a prerequisite for this position.          
    Required to be FAIS (Financial Advisory and Intermediary Services Act) compliant
    Driver’s licence

    Experience

    Minimum of 3 years’ experience within a financial services institution in a Sales position.
    General banking experience would be an advantage

    Apply via company website ( N / A ) or

    albaraka.mcidirecthire.com

     

  • Senior Specialist CX and UX Designer Specialist CX and UX Designer

    Key Responsibilities:

    Shape, design, and guide customer and user experience strategies to solve complex problems.
    Lead the development of complex, multifaceted business process solutions.
    Ensure that SARS’ services are structured according to the needs, expectations, and behaviours of both customers and employees.
    Provide thought leadership in embedding user- and human-centred design principles throughout the organization.
    Drive user research and innovation initiatives to create impactful, user-focused experiences that contribute to business growth.
    Translate consolidated feedback and insights into strategic design solutions that enhance service delivery, improve accessibility, and encourage voluntary compliance.
    Operate at a strategic level, influencing cross-functional and cross-product policies, service design efforts, and digital transformation projects to deliver consistent, intuitive, and seamless experiences across all customer and employee interactions.
    Lead multidisciplinary design and engineering teams.

    Process

    Ensure customer and user input is integrated across all business design domains.
    Develop and maintain comprehensive UX and UI design systems, as well as service design standards and principles.
    Establish effective connections between customer experience research and functional design implementation.
    Provide strategic design leadership for digital and process-driven service initiatives with a focus on the customer perspective.
    Facilitate service design sprints and co-design workshops in collaboration with internal and external stakeholders.
    Support the end-to-end management of the service lifecycle, from discovery through delivery and ongoing improvement.

    Governance

    Develop and /or align governance and compliance policies for own practice area to identify and manage risk exposure liability.

    People

    Integrate new knowledge and transfer skills attained through formal and informal learning opportunities in the execution of your job.
    Provide specialist know-how, support, advice and practice thought leadership in area of expertise.

    Finance

    Implement and monitor financial control, management of costs and corporate governance in area of specialisation.

    Client

    Develop and ensure implementation of own practices to build delivery excellence, encouraging others to provide exceptional stakeholder service.
    Participate in the specialist practice community and contribute positively to organisation knowledge management.
    Provide authoritative, specialist expertise and advice to internal and external stakeholders.

    Closing date: 27th of March 2026

    Qualifications and Experience:

    Honors or Master’s degree (NQF8) in UX Design, HCI, Computer Science, Public Administration, or a related field.
    8+ years of experience in UX/UI or CX designs, with at least 3–4 years ideally at operational specialist level working in the financial services, public sector, digital government, or service design for regulated industries.
    At least 3-4 years’ experience in designing end-to-end business process solutions, integrating CX and UX design principles to ensure solutions are intuitive, user-friendly, and aligned with customer needs,
    Between 3-4 years’ experience in leading large complex and multi-facet design projects.
    Between 3-4 years’ experience overseeing and mentoring cross-functional teams of technical specialists, ensuring alignment between business objectives, technical feasibility, and user experience.
    Solid experience in establishing process governance framework
    Solid experience in dealing with and interacting with executive leadership within an organization
    Proven extensive business process management experience.

    Critical Experience:

    The ability to identify patterns or connections between situations that are not obviously related and to identify key or underlying issues in complex situation.
    This is the ability to formulate new concepts based on information gathered.
    Ability to document information pertaining to information systems and or process and operational specifications.
    Ability to implement internal audit functions in alignment to the organisations strategic plan and the organisations strategy for change.
    Ability to create reports for various SARS stakeholders as relevant, in a lucid and effective manner, keeping in mind the purpose of the reports.

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    Apply via company website ( N / A ) or

     

  • Head of Controlling (Modderfontein) Homologation and Product Compliance Manager (Modderfontein) Junior After Sales Business Developer (Modderfontein)

    Description

    Manages the Controlling Department.
    Responsible for the financial long, mid and short-term planning of the local Sales organization.
    Ensure Controlling department provides Management Reports with relevant financial KPIs in an accurate and timely manner.
    Provides analysis of the reasons for deviations of financial KPIs vs Budget.
    Prepare Management presentation i.e.: Business Review, coordinate the Business Review process with HQ.
    Responsible for calculation & sign-off of Business Cases & relevant financial ad-hoc analyses.
    Budgets-Compilation and controlling thereof.
    Communicate budgets to relevant depts.
    Working capacity analysis (Head count).
    Financial Forecasting for IPL and UPL.

    Requirements

    Qualifications:

    B Com Finance / Accounting (Honours) degree / CTA.

    Skills:

    Work well under pressure and maintain good customer relations.
    Work independently though being a team player.
    Encourage Team Work.
    Leadership and organisational skills.
    Develop and motivate staff.
    Problem Solving Skills.
    Able to make decisions.
    Good communication (oral and written) & interpersonal relations skills.
    Pro-active, highly motivated and pay attention to detail.
    Staff management skills including supervision, co-ordination, training and disciplining of staff.
    A focus on quality and output performance.
    Flexible, active and forward thinking.
    Analytical and strategic skills to identify problems thereafter solve them.
    Energetic and change / improvement focused.

    Experience:

    Experience in the same/similar role – 7 years.
    Experience in commercial vehicle industry – 7 years.

    Closing date: 20 March 2026

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    Apply via company website ( N / A ) or

     

  • Business Development Specialist – Surgical Robotics Clinical Sales Consultant – Anaesthesia & Critical Care | Pretoria Clinical Sales Consultant – Anaesthesia & Critical Care | Cape Town Clinical Sales Specialist – Aesthetics | Gauteng

    Job Description

    This Business Development Specialist will represent cutting-edge surgical robotic systems and robotic digital visualisation platforms, helping hospitals and surgeons advance clinical outcomes and transform operating theatre efficiency across South Africa and SADC regions.

    Area of Responsibility

    As a Business Development Specialist, you will drive commercial expansion in the surgical robotics and robotic visualisation segment, owning the sales process, developing strategic partnerships, and supporting successful installations and clinical adoption across both private and public healthcare sectors.

    KEY RESPONSIBILITIES

    Develop and execute strategic account plans to drive growth across targeted hospitals and healthcare institutions.
    Engage surgeons, theatre staff, executives, and procurement stakeholders to support the adoption of advanced robotic technologies.
    Lead the full sales cycle: prospecting, technical and clinical presentations, product demonstrations, clinical evaluations, and contract negotiation.
    Position modular robotic systems, ergonomic surgeon consoles, enhanced 3D/4K visualisation, and minimal-infrastructure setup as key customer value drivers.
    Collaborate with clinical specialists and engineers to ensure smooth onboarding and high utilization post-installation.
    Monitor competitor activity, market trends, and customer insights to inform strategy.
    Maintain accurate CRM-based pipeline reporting, forecasting, and customer communication history.
    Support post-sales activities including clinician training, troubleshooting, and ongoing account management.

     

    BUSINESS DEVELOPMENT & MARKETING RESPONSIBILITIES

    Drive the execution of strategic and tactical business plans to support growth of the Robotics business unit.
    Partner with Product Management to support and deliver journal clubs, customer workshops, advisory board meetings, and regional and international congresses.
    Collaborate with Sales Management to support territory-based sales budgeting, forecasting, and growth planning.
    Plan and execute high-impact marketing initiatives, including congress participation, customer workshops, and educational programs.
    Conduct regular customer and prospect engagements to develop and convert new business opportunities.
    Promote the full range robotics portfolio through value-based selling and solution-driven engagement.
    Maintain in-depth product, clinical, and market knowledge to effectively communicate features, benefits, and clinical value propositions.
    Monitor competitor activity through structured market analysis and provide insights to inform competitive positioning and strategic responses.
    Ensure effective implementation of marketing strategies that support brand presence, market penetration, and sustainable revenue growth.

    Requirements

    QUALIFICATIONS

    Bachelor’s degree in commerce, Business, Healthcare Technology, or related fields.
    Minimum 5 years’ capital equipment sales experience in healthcare or medical technology.
    Strong understanding of procurement pathways, clinical theatre workflows, and hospital systems.
    Prior experience in surgical robotics, minimally invasive systems, or advanced OR technologies is advantageous.

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    Apply via company website ( N / A ) or

     

  • Construction Project Manager – Project Management / Construction Industry Structural Draughtsman – Consulting Industry Group Chief Operating Officer Head of Strategic Development

    Job Description

    Our client is seeking a young, dynamic Construction Project Manager to join their team in Pretoria. This is an excellent opportunity for an ambitious construction professional with site experience to develop their project management career while working across various sites.

    Minimum Requirements:

    Construction-related degree (Quantity Surveying, Construction Management, or similar)
    Honours degree in construction field (highly preferable)
    Young professional (mid-20’s)
    2-3 years’ site experience
    Knowledge of JBCC contracts
    Knowledge of PROCSA agreements
    Insight into town planning will be helpful
    SACPCMP registration (plus)
    Valid driver’s license
    Own reliable transport

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    Apply via company website ( https://rporecruitment.co.za/ ) or

     

  • Risk Assurance Specialist (Fixed Term Contract)

    WHAT WILL YOU DO?

    This position falls under the Santam Broker Solutions: Risk and Governance function, which operates with a management mandate, providing an independent, objective assurance and advisory services to assist business in enhancing the overall operational governance, quality and service standards.
    We are looking for a highly professional and driven individual to assume this role reporting to Manager: Assurance, Risk and Compliance.

    WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?

    The successful incumbent will be required to perform risk assurance, premium collection assurance and due diligence reviews on Santam Broker Solutions business.

    The scope includes:

    Verification of business partner’s application against their underwriting, premium collection mandates, finance and systems utilised.
    Performing risk assurance reviews to provide independent assurance and advisory services to assist business in enhancing their overall operational governance processes, quality and service standards.
    Support the Business to discharge their responsibilities relating to the compliance risk management process as required by relevant regulatory requirements, applicable codes of conduct and minimum standards.

    QUALIFICATIONS AND EXPERIENCE

    Relevant Bachelor’s degree or equivalent
    Knowledge of risk management and risk management practice
    Previous experience of Risk Assurance environment and/or Internal Audit
    Underwriting, premium collection and claims business experience
    Knowledge of FAIS
    Understanding of the regulatory and business environment of the Short-Term Insurance industry.
    IT Governance & Information Systems Audit
    Valid driver’s licence (able to do domestic travel )

    SKILLS

    Ability to design, document and perform risk based audits
    A good knowledge of the business and the ability to evaluate risks
    Ability to take a holistic view of the organisation in determining and positioning compliance risks
    Ability to identify strategic issues through critical reasoning
    Ability to effectively influence across all relevant levels within the business unit, including senior and middle business management.
    Ability to effectively plan and set priorities for self and engagement team
    Strong communicator
    Strong project management skills
    Results oriented with a strong deadline focus
    Ability to build strong relationships and to work with others towards shared goals
    Team player able to collaborate and support colleagues and peers across the organisation, while still being able to work independently when needed
    Flexible and open to change and innovation
    Good conflict management skills
    Good negotiation and problem-solving skills
    Strong attention to detail
    Good report writing and presentation skills
    Strong analytical skills

    COMPETENCIES

    Core Competencies:
    Business acumen
    Innovative thinking
    Building relationships, collaborating and influencing others
    Customer focus
    Managing complexity
    Delivering results
    Critical / analytical thinking
    Living the Santam values
    Report writing
    Adapting and responding to change
    Performing under pressure

    Technical Competencies:

    Insurance regulation
    Project management
    Risk assurance and management
    Integrity and ethics

    Apply via company website ( http://www.santam.co.za ) or

    careers.sanlamcloud.co.za

     

  • Re-Advertisement Assistant Director: Bulk Connections _ MN4067/26 Senior Legal Administrative Officer MN 4080/26

    REQUIREMENTS

    Grade 12. 
    B Degree in electrical engineering or equivalent NQF level 7 in electrical. 
    Professional Registration certificate added advantage. 
    Have a reliable and roadworthy vehicle (proof to be provided). 
    Valid drivers’ licence. 
    Meet MFMA minimum competency requirements or qualify for dispensation. 
    Project Management and Financial Management skills and experience. 
    Competent in implementation, interpretation and enforcement of relevant legislation and applicable policies. 
    Computer literate (MS Word, MS Excel, PowerPoint & MS Projects). 
    Proven management skills including analytical thinking, empowerment, adaptability, communication, leadership skills, conceptual skills, presentation skills, conflict and stress management skills, negotiation skills. 
    Report writing skills. 
    Knowledge of planning procedures and regulations. 
    5 years relevant experience within Electrical environment of which 3 years should have been in supervisory/managerial position.

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    Apply via company website ( N / A ) or

     

  • Service Integration Process Specialist Incident Management Specialist

    Job Description

    The Service Integration & ITSM Process Specialist is responsible for the governance, coordination, and continual improvement of IT Service Management (ITSM) processes within the Service Integration and Managed Services environment.
    The role ensures effective integration and alignment between internal operational teams and external service providers, enabling consistent delivery of services in accordance with agreed Key Performance Indicators (KPIs), Service Level Agreements (SLAs), Operational Level Agreements (OLAs), and contractual obligations.

    Operating within a Service Integration and Management (SIAM) framework, the role provides process oversight, performance monitoring, and cross-provider coordination across the following service management disciplines:

    Problem Management
    Availability Management
    Capacity Management
    Change Management
    Asset Administration
    Customer Satisfaction & Service Quality Assurance
    The incumbent plays a key role in ensuring that service providers adhere to defined ITSM processes, while enabling end-to-end service visibility, operational governance, and continuous service improvement.

    ROLE REQUIREMENT

    Service Integration & Process Governance

    Ensure consistent adoption and execution of ITSM processes across internal teams and external service providers.
    Act as the coordination point between service providers to ensure integrated service delivery.
    Monitor adherence to agreed service management processes, policies, and governance frameworks.
    Identify cross-supplier operational risks and escalate issues impacting service delivery.
    Facilitate collaboration between operational teams and Service Providers service providers to support end-to-end service performance.
    Support service governance forums and operational review meetings

    Problem Management Coordination

    Coordinate the execution of the Problem Management process across multiple service providers.
    Facilitate root cause analysis investigations for recurring incidents and major service disruptions.
    Ensure Service Providers contribute to Major Incident Reviews (MIRs) and provide detailed root cause analysis.
    Track corrective and preventative actions resulting from problem investigations.
    Maintain oversight of the Known Error Database (KEDB) and ensure known errors are documented and communicated.
    Monitor trends in recurring incidents and recommend service improvement initiatives

    Availability Management

    Monitor and report on end-to-end service availability against agreed SLA targets.
    Consolidate availability reporting across Service Providers and internal teams.
    Identify availability risks impacting business services and coordinate mitigation actions.
    Support the development and maintenance of Availability Plans.
    Ensure Service Providers maintain appropriate monitoring and resilience capabilities.
    Provide insight into availability trends and recommend service reliability improvements.

    Capacity Management

    Review and consolidate capacity and performance reports provided by service providers.
    Monitor service performance and infrastructure utilisation against agreed thresholds.
    Identify potential capacity risks that may impact service delivery.
    Support forecasting of future service demand and capacity requirements.
    Coordinate with Service Providers to ensure capacity planning aligns with business growth and operational demand.
    Escalate performance bottlenecks and capacity risks where necessary.

    Change Management Governance

    Support governance of the Change Management lifecycle across internal teams and service providers.
    Ensure all changes impacting services are appropriately logged, assessed, and scheduled.
    Participate in Change Advisory Board (CAB) meetings to review and coordinate planned changes.
    Identify and mitigate risks associated with conflicting or concurrent changes across Service Providers.
    Ensure service-impacting changes are communicated to stakeholders in accordance with SLA requirements.
    Monitor change success rates and identify trends related to failed or high-risk changes.

    Asset Administration & Configuration Oversight

    Maintain oversight of IT service assets and configuration information within the organisation’s asset repository or CMDB. This includes ensuring that the processes are documented and executed within the contracted framework.
    Ensure service providers maintain accurate asset and configuration records.
    Support asset lifecycle management including asset registration, tracking, and retirement.
    Assist with asset reconciliation and periodic audits.
    Ensure asset information supports effective service management and operational visibility.

    Customer Satisfaction & Service Quality Assurance

    Monitor customer satisfaction indicators and service quality metrics.
    Analyse service feedback from surveys, service reviews, and operational engagements.
    Identify trends affecting customer experience and recommend service improvements.
    Perform quality assurance reviews of service management records (incidents, changes, and problems).
    Support service review meetings with internal stakeholders and clients.
    Track and report on Continual Service Improvement (CSI) initiatives.

    Reporting & Continuous Service Improvement

    Produce consolidated reporting across service management processes.
    Analyse service performance data and identify trends, risks, and improvement opportunities.
    Support governance reporting for operational and executive stakeholders.
    Maintain service management documentation, procedures, and work instructions.
    Promote and support continual service improvement initiatives across Service Providers and operational teams.

    KEY PERFORMANCE INDICATORS (KPIs)

    End-to-end service availability compliance to SLA targets
    Reduction in recurring incidents and problem recurrence
    Capacity and performance threshold compliance
    Change success rate and reduction in failed changes
    Accuracy and completeness of asset and configuration records
    Customer satisfaction and service quality improvement
    Compliance to ITSM governance processes
    Delivery of service performance reporting inline with contracted deliverables

    TECHNICAL & PROFESSIONAL COMPETENCIES

    Strong knowledge and demonstrated experience of ITIL Service Management principles
    Understanding of Service Integration and SIAM operating models
    Experience in Problem, Change, Availability, and Capacity Management
    Ability to analyse operational data and performance metrics
    Experience working with ITSM platforms (ServiceNow, Remedy, or similar)
    Strong governance, documentation, and reporting skills
    Understanding of multi-vendor managed services environments

    BEHAVIOURAL COMPETENCIES

    Analytical thinking and problem solving
    Strong attention to detail and quality assurance
    Stakeholder engagement and communication
    Collaboration and relationship management
    Organisational and coordination skills
    Continuous improvement mindset
    Ability to manage multiple priorities across teams

    QUALIFICATIONS & EXPERIENCE

    Essential

    Diploma or Degree in Information Technology, Computer Science, or related field
    ITIL Foundation Certification
    Minimum 3–5 years experience in IT Service Management or Managed Services environments

    Advantageous

    Experience working in a Service Integration (SIAM) environment
    ITIL Specialist certifications in Problem, Change, or Service Management
    Experience managing or coordinating services across multiple Service Providers or Service Providers

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    Apply via company website ( N / A ) or

     

  • Business Development Manager, Commodities, Air & Sea Facility Manager, Facilities

    Main Purpose of the Role:

    The successful candidate is required to secure new business opportunities in the Commodity Sector that are aligned with the organizations preferred client profile and to achieve all GP targets as outlined in the Sales Contract

    Duties & Responsibilities:

    Manage and build a Sustainable Sales Pipeline
    Manage all opportunities, Accounts and Productivity on MS Dynamics our prescribed CRM system
    Onboard & implement new business
    Manage an effective Diary
    Build strategic relationships at multiple levels within their client base
    Focus on Consultative Selling to strengthen our position from a supply chain perspective 
    Meet monthly / quarterly targets
    Meet weekly & monthly call targets

    ​​​​​​​Tertiary Qualification:

    National Diploma / B. Degree/ B. Tech advantageous.

    ​​​​​​​Additional Computer Skills:

    Outlook
    MS Word
    MS Power point
    MS Excel
    Understanding of Microsoft Dynamics CRM system advantageous

    ​​​​​​​Job-Related Requirements:

    Minimum 3 – 5 years sales experience in Logistics, Supply Chain or Freight Forwarding/Shipping Line

    ​​​​​​​Other Minimum Requirement:

    Good communication skills, ability to converse with senior management
    Able to conduct presentations when required
    Well groomed & presented
    Able to work individually as well as in team environment.
    Hunter mentality
    Good co-ordination and organizational skills.
    Well networked in the Commodity sector.
    Good admin skills
    Ability to build strong relationships with customers and internally with ops and other staff members
    Driven and ambitious

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    Apply via company website ( http://www.dsv.com/About-DSV ) or

     

  • Wealth Manager – Pretoria Marketing Manager Client Advisor- Moruleng Asset Management: Estates Administrator AI Enablement Analyst Omni Channel Servicing Consultant 1 Learning Designer and Developer Sales and Service Team Leader Senior Client Advisor SAP Principle Consultant-Functional Service Consultant- JHB SAP Consultant-Functional Service Consultant- Harrismith Business Manager: Nedbank Commercial Banking Client Advisor- JHB Technology/Domain Specialist II Channel BI Analyst

    Job Purpose

    We’re seeking a dynamic Wealth Manager to join our Pretoria Team — individuals who bring Nedbank’s Connected Wealth vision to life. This role is pivotal in driving impactful growth, fostering collaboration, and shaping the future of integrated wealth management at Nedbank Private Wealth
    To manage clients wealth needs through an ongoing advisory process to achieve Nedbanks strategic goals of client centricity and revenue generation; as per the business strategy.

    Job Responsibilities

    Formulate innovative solutions for our high net-worth clients on their wealth journey whilst being aware of markettrends and variables that may impact their investment plans
    Achieve predetermined sales targets across the business by identifying opportunities in the client base to advise clients on NPWs approved investment, risk and banking solutions
    Acquire new business for the portfolio in line with the Customer Value Proposition segment specifications and acquisition targets to increase market share
    Maximise bank profitability and ensure value add to customers through cross-selling specifically focusing on wealth leads and lending opportunities. This includes the complete spectrum of Transactional Banking accounts, Investment accounts,Foreign exchange requirements, Non-Resident, Exchange control and Offshore banking requirements.
    Maintain expert knowledge of all Nedbank Wealth’s approved products, application procedures, processing, and timelines, whilst using this knowledge to drive relevant sales targets
    Inform and educate clients on products and services to ensure retention of existing clients, increasing sales revenue, and expanding the organisation’s client base
    Collaborate successfully across all relevant areas to achieve shared goals
    Ensure  compliance with relevant statutory, legislative, policy, and governance requirements
    Stay up to date with relevant legislative amendments and industry best practices, as well as the Company’s internal compliance procedures
    Ensuring that the quality of advice remains high and consistent and in line with NPW’s investment philosophy and approved products
    Contributing to sustaining a competitive edge through external networking, benchmarking, and representation on related forums
    Developing networks and build alliances to grow and strengthen internal support bases
    Provide support and coaching the wealth managers, paraplanners and other staff as required
    Lead team effectively and efficiently across the HR value chain including recruitment, performance management, retention of critical staff, succession planning, coaching and talent management.

    Essential Qualifications – NQF Level

    Professional Qualifications/Honour’s Degree

    Preferred Qualification

    Degree in Commerce/Finance/ Business Science etc
    Post Graduate Diploma in Financial Planning (essential)
    Certified Financial Planner (CFP) or studying towards CFP
    Regulatory FAIS Exams – RE5 (essential)

    Essential Certifications

    FAIS representative and preferably a Key Individual

    Minimum Experience Level

    5 years related experience in Financial Planning/Wealth Management acquisitions/sales is essential
    RE5 certification is essential

    Technical / Professional Knowledge

    Microsoft Office
    Client understanding (Wealth management)
    Cross and Up – selling
    Client retention

    Behavioural Competencies

    Building Customer Relationships
    High-Impact Communication
    Driving for Results
    Aligning and Executing Sales Strategy
    Creating a Service Reputation
    Guiding Sales Opportunities

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    Apply via company website ( http://www.nedbank.co.za ) or