Investment Specialist Corporate Saver

About The Role

Corporate Saver Investment Portfolio Specialist role is a key function of the Investments team providing gold standard investment guidance to our clients and internal stakeholders (CSTs) leveraging off their market experience solution packaging and product knowledge keeping our clients cash flow requirements at the core of our solutions whilst unlocking growth opportunities supporting our RRB and BB segments client value proposition (CVP). Responsibilities are two-fold : engaging with Nedbank Corporate Saver Agents about potential investment solutions for their business and they perform the core pricing function for new and existing CS clients where a consistent pricing methodology is applied keeping in line with Treating Clients Fairly (TCF) principles. Investment CS IPS role is a FAIS accredited position and includes CS product pricing and on-going relationship building ensuring an efficient and seamless investment experience. CS Investment Portfolio Specialists are tasked with identifying any internal training needs of the CST regarding investments and support all initiatives supporting the CVP strategy.

Job Purpose

Job Purpose

• To build and maintain relationships with clients through the provision of a world class service by being the point of contact for all queries and requests; as per Nedbank business strategy

Job Responsibilities

Essential Qualifications - NQF Level

Preferred Qualification

Finance Investment Qualification.

Minimum Experience Level

Technical / Professional Knowledge

Behavioural Competencies

Please contact the Nedbank Recruiting Team at

Required Experience :

Unclear Seniority

Key Skills

Active Directory Administration,Financial Services,Benefits & Compensation,Cosmetology,Architecture

Employment Type : Full Time

Experience : years

Vacancy : #J-18808-Ljbffr