Position
Graduate Trainee: Wealth Management
Details
Location:
Johannesburg, ZA
Date: 03-Feb-2022
Reference:
Job Classification
REQ: 114062
Closing Date: 28 February 2022
Employment Equity Statement: Preference will be given to candidates from underrepresented groups.
Type: Contract
Wealth Cluster
Wealth Management SA – Distribution
Job Family
Investment Banking
Career Stream
Investments
Leadership Pipeline
Manage Self: Technical
Job Purpose
To assist with the implementation of the business investment philosophy through data analysis, research and support functions, in line with Nedbank Group strategy.
Job Responsibilities
- Assess needs and provide solutions Interacting with internal and external clients.
- Provide feedback and make business presentations to stakeholders.
- Develop and use collaborative relationships to facilitate the accomplishment of work goals. Compile; maintain and monitor economic; industry and other data series through research.
- Make investment recommendations by using quantitative and qualitative analysis Identify and interpret relevent information using logic to seek cause and effect relationships.
- Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
- Participate and support corporate social responsibility initiatives for the achievement of key business strategies.Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.
- Evaluate performance of fund/investment through regular financial performance reviews.
- Develop software proficiency to deliver required outputs.
- Express ideas or facts clearly in written documentation so that the content is understood by the recipient.
- Develop sound product and industry knowledge and understanding the regulatory framework.
- Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions.
- Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders.
- Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers
- Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and/or maintained within specified time frames.
- Ensure information is provided correctly to stakeholders by maintaining knowledge and sharing knowledge with team.
People Specification
Essential Qualifications – NQF Level
- Matric / Grade 12 / National Senior Certificate
- Advanced Diplomas/National 1st Degrees
Preferred Qualification
Studying towards CFP
Essential Certifications
Type of Exposure
- Completing various administrative and secretarial duties (e.g.; answering phones; making copies; filing)
- Checking accuracy of reports and rec
- Communicating internally
- Managing conflict situations
- Drafting reports
- Sharing information in different ways to increase stakeholders’ understanding.
- Building and maintaining effective relationships with diverse internal and external stakeholders
- Comparing two or more sets of information
- Working in a fast-paced and changing environment
- Interacting with diverse people
Minimum Experience Level
0-2 years experience in a financial or related industry
Preference: BCom (Investments) / Financial Planning / Finance
Technical / Professional Knowledge
- Banking procedures
- Business principles
- Business terms and definitions
- Data analysis
- Governance, Risk and Controls
- Microsoft Office
- Relevant regulatory knowledge
- Business writing skills
- Cluster Specific Operational Knowledge
- Numeracy
Behavioural Competencies
- Adaptability
- Applied Learning
- Communication
- Customer Focus
- Work Standards
- Managing Work
- Technical/Professional Knowledge and Skills
Nedbank Ltd