Financial Planner (DAS)
at Nedbank
Johannesburg, Gauteng, South Africa -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 19 Dec, 2024 | Not Specified | 23 Sep, 2024 | 1 year(s) or above | Trusting Relationships,Risk,Data Analysis | No | No |
Required Visa Status:
Citizen | GC |
US Citizen | Student Visa |
H1B | CPT |
OPT | H4 Spouse of H1B |
GC Green Card |
Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
Contract – W2 | C2H Independent |
C2H W2 | Contract – Corp 2 Corp |
Contract to Hire – Corp 2 Corp |
Description:
JOB CLASSIFICATION
Req 135924 - Melissa Cloete
Cluster - Nedbank Wealth Cluster - Nedbank Financial Planning (NFP)
Digital Advisory Services: Rivonia Campus – digital advice within Nedbank Financial Planning supporting Nedbank customer base.
Job Family
Sales and Services
Career Stream
Sales
Leadership Pipeline
Manage Self: Technical
FAIS Affected
FAIS Affected - Yes
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
-
Responsibilities:
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.
REQUIREMENT SUMMARY
Min:1.0Max:6.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Finance
Diploma
Matric / grade 12 / national senior certificate
Proficient
1
Johannesburg, Gauteng, South Africa