40 Investec jobs in Cape Town

Wealth Management Associate

Cape Town, Western Cape ExecutivePlacements.com - The JOB Portal

Posted 14 days ago

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SUMMARY:

Join a Leading Wealth Firm as a Key Support to Executive-Level Advisory – Cape Town

Recruiter:

The Recruitment Council

Job Ref:

Wealth Management As.

Date posted:

Tuesday, May 13, 2025

Location:

Claremont, South Africa

Salary:

Market Related

SUMMARY:

Join a Leading Wealth Firm as a Key Support to Executive-Level Advisory – Cape Town

POSITION INFO:

Job Headline:

Wealth Management Associate – Support a Senior Director at a Leading Financial Services Firm | Cape Town




Job Description

Position: Wealth Management Associate (WMA)

Location: Cape Town

Industry: Financial Services / Wealth Management

Reporting To: Director / Key Individual

Recruiter: The Recruitment Council

Overview:

A prestigious wealth management firm in Cape Town is seeking a skilled Wealth Management Associate to support a senior Director in delivering high-quality service to high-net-worth clients. The ideal candidate will have strong administrative and technical skills, with experience in financial planning support, client documentation, and compliance.

Key Responsibilities:

  • Prepare client onboarding documentation and manage CRM updates
  • Liaise with internal teams and service providers on client matters
  • Draft Record of Advice and ensure compliance with FAIS and FICA
  • Compile asset allocation reports, proposals, and financial needs analyses
  • Assist with onboarding complex client structures (local and offshore)
  • Collaborate with paraplanners and contribute to reporting innovation

Requirements:

  • 3–5 years'' experience in financial planning or wealth management
  • Relevant BComm or BBusSci degree (postgraduate financial planning advantageous)
  • CFP and RE5 (advantageous)
  • Strong organisational skills and attention to detail
  • Proficiency in MS Office; XPlan and Morningstar Direct experience beneficial

Why Apply?

This is an opportunity to join a high-performing advisory team in a role that combines operational execution with client impact. Ideal for a proactive, detail-driven professional looking to grow within a reputable firm



Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Finance and Sales
  • Industries Advertising Services

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Regional Head | Wealth Management | Cape Town

Cape Town, Western Cape The Recruitment Council

Posted today

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Job Description

Our client, a leading Wealth & Investment Firm, is looking for an ideal individual to take on the role of Regional Head in the Wealth Management division.

This successful individual will need to achieve financial objectives in chosen Regional market segments through stakeholder relationship management and client engagement, in line with the client’s business strategy.

Job Responsibilities:
  • Ensuring client and stakeholder expectations are understood and met, building relationships through regular engagement.
  • Build synergy across business functions: Advice, Banking and Lending.
  • Build and maintain relationships with external stakeholders.
  • Ensure alignment and achievement of strategy and create a competitive advantage by translating the company and Business Unit strategy into a customized Divisional strategy.
  • Develop and introduce a people strategy that will create a culture that drives the Cluster and the company’s vision and values.
  • Build a high-performance team.
  • Ensure that the leadership agenda has been embraced by the division.
  • Manage performance of direct reports and hold them accountable for managing the performance of their direct reports.
  • Actively build a culture of improvement by ensuring active talent management and succession planning strategies for division.
  • Engage with the team and identify additional training and development requirements.
  • Participate in the recruitment and selection of senior staff.
  • Optimize performance and motivation. Empower team to make decisions and recommend tailored solutions to Business Unit specific problems.
  • Ensure implementation and execution of divisional sales strategy.
  • Ensure profitability of distribution medium.
  • Achieve and manage targets to these include front book (new clients) and back book (cross selling to existing client base).
  • Manage budget costs within budget constraints.
  • Keep abreast of competitor activities.
  • Provide sales intelligence and solutions.
  • Provide continuous sales leadership.
  • Identify and reduce risk for the company.
  • Produce reports to key business committees.
  • Ensure the achievement of targets by monitoring implemented Divisional EE and Transformation Plan.
  • Contribute to a culture of transformation by participating in the company’s culture building initiatives & business strategy.
  • Develop, implement, and measure the effectiveness of a strategy to build a differentiated culture.
  • Monitor achievement of function goals, and levels of service, and manage business and client interests.
  • Improve division sales policies and procedures.
  • Manage risk by providing input to policy and procedure formulation, issuing guidelines, participating in interpretation of legislation, and proactively managing changes.
  • Improve process and skills.
Qualifications:
  • Advanced Diplomas, Bachelors’ Degree, Honours or MBA.
  • FAIS representative and preferably a Key Individual.
  • Certified Financial Planner (CFP).
Experience:
  • Minimum 6 – 8 years experience in Banking or Wealth Management.
  • Minimum of 6 years experience at a leadership level.
  • At least 5 years experience in managing teams.
  • Formulating and implementing communication strategies to cascade functional strategies.
  • Building a community of leaders.
  • Conducting benchmarking exercises to identify improvement opportunities.
  • Establishing and maintaining collaborative relationships with peers / subordinates / managers.
  • Managing complex boardroom dynamics and exhibiting a strong boardroom presence.
  • Managing multiple functions.
  • Making financial decisions.
  • Modelling and encouraging a corporate culture.
  • Presenting to senior leaders.
Technical / Professional Knowledge:
  • Strategic planning.
  • Budgeting.
  • Financial Accounting Principles.
  • Business principles.
  • Communication Strategies.
  • Financial Acumen.
  • Business writing skills.
  • Capacity planning.
  • Relevant regulatory knowledge.
  • Governance, Risk and Controls.
Behavioural Competencies:
  • Aligning and Executing Sales Strategy.
  • Motivating the Sales Team.
  • Driving for results.
  • Decision Making.
  • Planning and Organizing.
  • Building the Sales Team.
  • Driving Successful Customer Engagements.
  • Coaching.
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Operations Analyst – Asset Management

Cape Town, Western Cape Aquarius Specialist Recruitment

Posted 1 day ago

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Job Description

Our client is a major league Asset Management business that has achieved enormous growth in recent years. To this extent they have built up a robust Operations team – they now have an opening for an Operations Analyst to come in an add value to the core functioning of the engine-room of the business.

The Operations team works closely with the Portfolio Managers, Distribution Team, Risk Team, the Trading Desk and external service providers on a day-to-day basis in order to achieve the highest level of impact to the business from utilising our combined knowledge base and skill as a team.

The role requires a deep understanding of financial markets and instruments, contribute and promote robust operating procedures to create an efficient, responsive and process driven Operations team. The Operations Analyst will report to the Head of Investment Operations who reports into the Chief Operating Officer.
Main duties and responsibilities:
Process:
o Contribute to and promote robust operating procedures across the investment management business to create an efficient, responsive and process driven Operations team.
o Improve business understanding of operations processes and procedures.
o Establish and promote enhanced business processes that ensure efficient and effective stakeholder delivery within set expectations and agreed performance standards in the area of accountability and the overall optimisation of the value chain for the business, including:
Performance of reconciliations.
Exception handling. Investigation of significant variances and effective resolution of reconciliation breaks and ad hoc challenges.
Monitoring of the operations mailbox and timeous execution of stakeholder requests.
Take responsibility for daily operational activities.
Liaise with stakeholders, run daily operational activities, receive and execute requests timeously.
Ensure timeous and correct recording of transactions.
Liaise with stakeholders to keep them fully appraised of the progress of queries.
o Reconciliation of trade and fund dealing activity, corporate action and Proxy voting management, cash management and spot FX instruction, reconciliation of cash, positions and performance.
People:
o Share and transfer product, process and systems knowledge to colleagues.
o Collaborate and work with internal teams to deliver required service levels.
o Ensure achievement of own performance objectives.
o Share information with other team members regarding successes, issues, trends and ideas.
o Participate in own professional development and career path.
Ideal qualifications:
B Com (Hons) preferred or appropriate finance qualification.
Ideal experience:
5 years of experience in related role within an Asset Management business
Experience with reconciliations and cash management.
Relevant computer skills and system experience.
Experience in a programming language would be advantageous, but not required.
Knowledge of working with custodians would be advantageous.
Relevant market knowledge.
Competencies & Skills:
Strong analytical skills and attention to detail.
Ability to problem solve.
Ability to work independently (self-starter) and collaboratively in the team in a fast-paced environment.
Proactive: Takes initiative to anticipate and address issues before they arise.
Detail-Oriented: Ensures accuracy and thoroughness in all tasks.
Output-Focused: Demonstrates a strong commitment to understanding and meeting the needs of stakeholders (internal or external)
Collaborative: Works effectively and managing the relationship with both internal teams and external stakeholders and service providers, fostering strong relationships.
Exceptional verbal and written communication skills, with the ability to engage confidently with teams and stakeholders.
Proficiency in Microsoft Office Suite (PowerPoint, Excel, Word).

To apply for this role please send your CV and supporting documentation to

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Asset Management -Scrum Master

Cape Town, Western Cape Nedbank

Posted 17 days ago

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Job Description

Role is based at the V&A Waterfront, Cape Town

Job Classification

This role is based at Nedgroup Investments. Our website is:

Nedgroup Investments is an award-winning global investment business with a growing presence in Europe. Nedgroup Investments offers a wide range of investment solutions for retail and institutional investors. Nedgroup Investments is a division of Nedbank Group Ltd, leveraging the investment and financial expertise of one of South Africa’s largest financial services groups.

The Nedgroup Investments Best of Breed philosophy sees us partner with select fund managers who we believe are able to provide consistent long-term outperformance for our clients. These fund managers are experts in their field of specialisation and we tend to partner with them for long periods of time giving them sufficient opportunity to deliver on their mandate objectives.

Job Family

Information Technology, IT Application Development, Manage Self Professional

Job Purpose

To facilitate Nedbank projects to successful implementation of Agile as defined by the Nedbank Agile Centre of Excellence (ACE). Focus on continuous improvement by providing support and partnering with Agile Transformational teams.

Job Responsibilities
  • Ensure successful implementation of Agile in software projects with improved quality in accordance with business needs and strategic goals.
  • Provide expert level guidance to software project team in terms of process, system, tools, methods as well as communication, integration and successful team dynamics through weekly facilitation sessions.
  • Integrate with diverse stakeholders by engaging and facilitate with multiple divers groups across a spectrum of wants and needs.
  • Build professional relationships though engagement and regular communication and feedback with all stakeholders using quality metrics and project status reports as drivers.
  • Support the Agile transformational teams in driving the implementation of Lean and Agile principles and practices across Nedbank.
  • Guiding Solution Delivery teams on how to use Lean and Agile practices and values.
  • Facilitating discussion, decision-making, and conflict resolution.
  • Advise on possible risk issues.
  • Ensure all Agile ceremonies are conducted.
  • Provide guidance to Product owner.
  • Coordinate required skills for the core team.
  • Facilitate retrospective sessions with core team.
  • Support the achievement of the business strategy, objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems, process, services and solutions are aligned.
People Specification

We believe in employing highly motivated, sharp and quality orientated people that thrive in a culture that celebrates and supports diversity within an environment that is creative, collaborative, challenging and dynamic.

Specifically for this role, we are looking for: High standard of personal presentation, Self-motivated and well organised with an ability to adapt and tackle a wide variety of challenges, Ability to deal with people both within the organisation and external customers.

Essential Qualifications
  • Matric / Grade 12 / National Senior Certificate.
  • Advanced Diplomas/National 1st Degrees.
Preferred Qualification

Certified as Scrum master, Certified Scrum Professional, Certificate of completion in Applying Lean Kanban.

Essential Experience

Experience in the relevant Agile role for at least one year for a software development team that was diligently applying Agile principles, practices, and theory. 6-8 years experience in IT, 3-5 years experience in leadership roles.

Technical / Professional Knowledge
  • Banking knowledge.
  • Industry specific knowledge.
  • Business writing skills.
  • Business terms and definitions.
  • Principles of project management.
  • General Communication Skills.
  • Facilitating Change.
  • Courage.
  • Positive Approach.

Nedbank is an equal opportunities employer and is committed to the empowerment of previously disadvantaged groups.

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Asset Management -Scrum Master

Cape Town, Western Cape nedbank

Posted 17 days ago

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Job Description

Role is based at the V&A Waterfront, Cape Town

Job Classification

This role is based at Nedgroup Investments. Our website is:

Nedgroup Investments is an award-winning global investment business with a growing presence in Europe. Nedgroup Investments offers a wide range of investment solutions for retail and institutional investors. Nedgroup Investments is a division of Nedbank Group Ltd, leveraging the investment and financial expertise of one of South Africa’s largest financial services groups.

The Nedgroup Investments Best of Breed philosophy sees us partner with select fund managers who we believe are able to provide consistent long-term outperformance for our clients. These fund managers are experts in their field of specialisation and we tend to partner with them for long periods of time giving them sufficient opportunity to deliver on their mandate objectives.

Job Family

Information Technology, IT Application Development, Manage Self Professional

Job Purpose

To facilitate Nedbank projects to successful implementation of Agile as defined by the Nedbank Agile Centre of Excellence (ACE). Focus on continuous improvement by providing support and partnering with Agile Transformational teams.

Job Responsibilities
  • Ensure successful implementation of Agile in software projects with improved quality in accordance with business needs and strategic goals.
  • Provide expert level guidance to software project team in terms of process, system, tools, methods as well as communication, integration and successful team dynamics through weekly facilitation sessions.
  • Integrate with diverse stakeholders by engaging and facilitate with multiple divers groups across a spectrum of wants and needs.
  • Build professional relationships though engagement and regular communication and feedback with all stakeholders using quality metrics and project status reports as drivers.
  • Support the Agile transformational teams in driving the implementation of Lean and Agile principles and practices across Nedbank.
  • Guiding Solution Delivery teams on how to use Lean and Agile practices and values.
  • Facilitating discussion, decision-making, and conflict resolution.
  • Advise on possible risk issues.
  • Ensure all Agile ceremonies are conducted.
  • Provide guidance to Product owner.
  • Coordinate required skills for the core team.
  • Facilitate retrospective sessions with core team.
  • Support the achievement of the business strategy, objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems, process, services and solutions are aligned.
People Specification

We believe in employing highly motivated, sharp and quality orientated people that thrive in a culture that celebrates and supports diversity within an environment that is creative, collaborative, challenging and dynamic.

Specifically for this role, we are looking for: High standard of personal presentation, Self-motivated and well organised with an ability to adapt and tackle a wide variety of challenges, Ability to deal with people both within the organisation and external customers.

Essential Qualifications
  • Matric / Grade 12 / National Senior Certificate.
  • Advanced Diplomas/National 1st Degrees.
Preferred Qualification

Certified as Scrum master, Certified Scrum Professional, Certificate of completion in Applying Lean Kanban.

Essential Experience

Experience in the relevant Agile role for at least one year for a software development team that was diligently applying Agile principles, practices, and theory. 6-8 years experience in IT, 3-5 years experience in leadership roles.

Technical / Professional Knowledge
  • Banking knowledge.
  • Industry specific knowledge.
  • Business writing skills.
  • Business terms and definitions.
  • Principles of project management.
  • General Communication Skills.
  • Facilitating Change.
  • Courage.
  • Positive Approach.

Nedbank is an equal opportunities employer and is committed to the empowerment of previously disadvantaged groups.

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Legal Associate – Asset Management

Cape Town, Western Cape Energy Vault

Posted 14 days ago

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Job Description

Position: Legal Associate – Asset Management

Location: Cape Town (Office-based)

Sector: Renewable Energy

An exciting opportunity exists for a Legal Associate to support the Asset Management team by providing legal guidance across the project lifecycle—from financial close through construction and operation phases.

Key Responsibilities:
  • Advise on key project and finance contracts (CTAs, PPAs, SHAs, MSAs, IAs)

  • Support the management of legal obligations tied to financing agreements

  • Draft and review legal notices and formal project correspondence

  • Assist in resolving project disputes and handling claims processes

  • Coordinate legal procedures and ensure contract compliance across stakeholders

Requirements:
  • LLB or equivalent law degree

  • 3+ years’ post-qualification experience in legal practice or in-house (ideally in project finance, banking, or infrastructure)

  • Experience with renewable energy, IPP, or construction sectors is advantageous

  • Strong written and verbal communication skills

  • Commercially minded, detail-oriented, and able to manage multiple tasks


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Asset Management : Sales Manager JHB

Cape Town, Western Cape Nedbank Private Wealth

Posted 1 day ago

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Job Description

Job Classification

Nedgroup Investments is an award-winning global investment business with a growing presence in Europe. Nedgroup Investments offers a wide range of investment solutions for retail and institutional investors. Nedgroup Investments is a division of Nedbank Group Ltd leveraging the investment and financial expertise of one of South Africas largest financial services house we have two main fund solutions. The first being the Core Range which follows a rules-based (passive) investment philosophy. We also have tThe Nedgroup Investments Best of Breed philosophy sees us partner with select fund managers who we believe are able to provide consistent long-term outperformance for our clients. These fund managers are experts in their field of specialisation and we tend to partner with them for long periods of time giving them sufficient opportunity to deliver on their mandate objectives. We obsess about long-term performance and our top priority is to deliver a superior investment experience for our clients.

Job Family

Sales And Services

Career Stream

Relationship Management

Leadership Pipeline

Manage Self : Professional

Job Purpose

To support the growth and development of the distribution channels to enable Nedbank to expand its reach and business through new and existing initiatives and effective delivery of the channel development strategy into the market; in line with Nedbanks business strategy.

Job Responsibilities
  • Build relationships with intermediaries by engaging with then in structured meetings to deliver on sales targets
  • Educate and inform intermediaries by disseminating product and process information in line with Nedgroup Investments focus areas to grow market share
  • Demonstrate understanding of intermediaries business practices by conducting on going structured meetings in order to establish intermediaries needs
  • Collaborate with departments within Nedgroup Investments by sharing information in alignment with Nedgroup Investments focus areas
  • Demonstrate proficient investment knowledge in product specifications and processes
  • Build relationships with internal suppliers by communicating according to service level agreements
  • Ensure team deliver on all targeted products and services as measured through the relevant client management systems and the contribution statement
  • Achieve quality and turnaround standards through relevant systems processes and procedures
  • Understand and respond to clients business and needs
  • Improve team efficiency and effectiveness continuously
  • Build sound client relationships with staff and instill trust amongst clients that Nedbank is best placed to manage the complexity of their business requirements
  • Stay abreast in field of expertise and deliver on the expectations from stakeholders.
People Specification

We believe in employing highly motivated sharp and quality orientated people that thrive in a culture that celebrates and supports diversity within an environment that is creative collaborative challenging and dynamic. Aligned to our core purpose of enabling our investors to achieve their investment goals we are committed to enabling our staff achieve their full potential and long-term career growth at Nedgroup Investments. Specifically for this role we are looking for :

  • High standard of personal presentation.
  • Self-motivated and well organised with an ability to adapt and tackle a wide variety of challenges.
  • Ability to deal with people both within the organisation and external customers
Essential Qualifications - NQF Level
  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas / National 1st Degrees
Preferred Qualification

Degree in Business / Finance / Investments (e.g. ) CFP Qualification

Minimum Experience Level

Minimum 5 years working experience as an Investment Consultant or Sales Manager or Business Development Manager in an Asset Management environment or Unit Trust environment

Technical / Professional Knowledge
  • Business principles
  • Communication Strategies
  • Governance Risk and Controls
  • Nedbank policies and procedures
  • Principles of financial management
  • Principles of project management
  • Relevant software and systems knowledge
  • Research methodology
  • Nedbank culture
  • Cluster Specific Operational Knowledge
Behavioural Competencies
  • Continuous Learning
  • Decision Making
  • Innovation
  • Building partnerships
  • Planning and Organizing
  • Technical / Professional Knowledge and Skills

Please contact the Nedbank Recruiting Team at

Required Experience :

Manager

Key Skills

Asset Management,Digitization,Maintenance Management,ServiceNow,Microsoft Excel,Metadata,Financial Analysis,LIHTC,Property Management,Remedy,Contracts,Taxonomy

Employment Type : Advisor

Experience : years

Vacancy : 1

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Risk & Performance Analyst (Asset Management)

Cape Town, Western Cape Aquarius Specialist Recruitment

Posted 1 day ago

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Job Description

Purpose of the Role

The purpose of the role is to manage the Performance Analytics function to provide a service to various departments including Operations, Distribution and Investment teams. This role is responsible for supplying advanced quantitative performance-related data to the business. You will perform ongoing development and research of quantitative solutions for a variety of performance and analytics issues and will be required to provide valuable insights and an understanding into the funds’ performance and risk. In addition, you will come up with innovative ways to automate internal and external performance and general portfolio reporting so that stakeholders receive value-added information.

Job Duties
  • Set up, manage and continuously improve the Performance Analytics function for the business.
  • Investigate and attend to investment performance and related data queries from Operations, Distribution and Investment teams.
  • Provide performance reporting on a total fund level as well as an asset class level and their corresponding benchmarks.
  • Perform contribution to return and attribution calculations by security, asset class and geography among others.
  • Generate and compile monthly, quarterly and bespoke performance attribution and risk management reports for internal and external clients, while ensuring the integrity of the data provided.
  • Implement and drive the company’s compliance with GIPS standards.
  • Maintain and update the internal performance reporting systems to ensure accurate and timely data integration and protect data integrity.
  • Audit attribution and risk output, and research/resolve variances as necessary.
  • Partner with the Investment and Distribution teams in the preparation of presentations and reports for clients and consultants.
  • Conduct general data and performance analytics project work for the business.
  • Understand and monitor market trends, benchmark index movements, macro-economics and industry on-goings to provide meaningful and relevant insights to stakeholders.
  • Stay relevant and up to date with legislations and new developments.

Qualifications

  • Honours degree in Computational & Applied Maths, Stats, Investment Management, Finance, Economics or similar
  • Certificate in Investment Performance Management is an advantage

Experience and Skills

  • Minimum 3 years portfolio performance analysis experience within a similar environment
  • Advanced Excel skills
  • Knowledge of Global Investment Performance Standards
  • Demonstrate knowledge of the Asset management industry, including local and international best practice for performance calculation methods and standards
  • Strong ability to work with technology applications, and databases
  • Familiarity with risk analysis principles preferred
  • Familiarity with performance attribution/risk management software preferred

Competencies

  • Action and deadline orientated
  • Analytical
  • Attention to detail
  • Initiative
  • Innovation
  • Interpersonal skills
  • Motivation
  • Planning and organising
  • Problem solving
  • Quality orientation
  • Team work

To apply for this role please send your CV and supporting documentation to

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Asset Management: Cash Solutions Manager

Cape Town, Western Cape NedBank

Posted 3 days ago

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Job Description

Asset Management: Cash Solutions Manager

Details

Location:

Cape Town, ZA

Date: 21 Aug 2025

Reference:

Job ID

Closing Date: 31 August 2025

Job Classification

This role is based at Nedgroup Investments -

Nedgroup Investments is an award-winning global investment business with a growing presence in Europe. Nedgroup Investments offers a wide range of investment solutions for retail and institutional investors.
Nedgroup Investments is a division of Nedbank Group Ltd, leveraging the investment and financial expertise of one of South Africa’s largest financial services groups. The Nedgroup Investments Best of Breed philosophy sees us partner with select fund managers who we believe are able to provide consistent long-term outperformance for our clients. These fund managers are experts in their field of specialisation and we tend to partner with them for long periods of time giving them sufficient opportunity to deliver on their mandate objectives. We obsess about long-term performance and our top priority is to deliver a superior investment experience for our clients.

Location

Role is based at the V&A Waterfront, Cape Town

Job Family

Sales And Services

Manage Managers

Job Purpose

To drive the acquisition, retention, and growth of off-balance sheet cash and liquidity management solutions (unit trusts) by delivering exceptional client service, identifying sales opportunities, and supporting the strategic objectives of the Cash Solutions business. The role contributes to Nedbank’s ambition of being the most admired bank by offering innovative, client-centric solutions that complement the broader Nedgroup Investments and Nedbank Group offerings.

Job Responsibilities
  • Identify and pursue new business opportunities across multiple channels.
  • Convert leads into active clients through compelling solutioning and relationship building.
  • Achieve individual and team sales targets for assets under management.
  • Deliver world-class service to clients, ensuring satisfaction and long-term retention.
  • Act as a trusted advisor, understanding client needs and tailoring solutions accordingly.
  • Maintain regular engagement with clients to ensure relevance and responsiveness.
  • Demonstrate deep understanding of cash and liquidity products.
  • Collaborate with internal teams to develop and refine offerings that balance yield, credit quality, and client needs.
  • Stay informed on market trends and competitor offerings.
  • Identify cross-selling opportunities within Nedgroup Investments and the broader Nedbank Group.
  • Work closely with internal stakeholders to deliver integrated solutions.
  • Ensure adherence to regulatory requirements and internal governance standards.
  • Maintain accurate records and documentation in line with compliance protocols.
  • Support a high-performance culture by sharing knowledge, mentoring junior team members, and contributing to team goals.
  • Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
  • Embrace innovation and continuous improvement in sales practices and client engagement.
Key Performance Indicators
  • Growth in assets under management
  • New client acquisition and conversion rates
  • Client retention and satisfaction scores
  • Achievement of individual and team sales targets
  • Compliance and risk adherence
  • Contribution to cross-selling initiatives
People Specification

We believe in employing highly motivated, sharp and quality orientated people that thrive in a culture that celebrates and supports diversity within an environment that is creative, collaborative, challenging and dynamic. Aligned to our core purpose of enabling our investors to achieve their investment goals, we are committed to enabling our staff achieve their full potential and long-term career growth at Nedgroup Investments. Specifically for this role, we are looking for:
High standard of personal presentation.
Self-motivated and well organised with an ability to adapt and tackle a wide variety of challenges.
Ability to deal with people both within the organisation and external customers

Essential Qualifications - NQF Level
  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas/National 1st Degrees
Preferred Qualification

Bachelor’s degree in Finance, Economics, Business, or related field

Minimum Experience Level
  • Treasury Management Diploma or relevant financial certification
  • 5–8 years’ experience in financial services, banking, or investment management
  • Proven track record in sales and client relationship management within a cash or liquidity solutions environment
Technical / Professional Knowledge
  • Business administration and management
  • Business terms and definitions
  • Communication Strategies
  • Governance, Risk and Controls
  • Nedbank policies and procedures
  • Organisational behaviour theory
  • Relevant regulatory knowledge
  • Management information and reporting principles, tools and mechanisms
  • Human Resource Policies And Practices
  • Initiating Action
  • Building the Sales Team
  • Coaching the Sales Team
  • High-Impact Communication
  • Driving Successful Customer Engagements
  • Aligning and Executing Sales Strategy

---

Please contact the Nedbank Recruiting Team at

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Nedbank Ltd Reg No 1951/ /06.
Authorised financial services and registered credit provider (NCRCP16).

For assistance please contact the Nedbank Recruiting Team at

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Asset Management - Business Analyst II

Cape Town, Western Cape nedbank

Posted 17 days ago

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Job Description

Job Overview

Nedgroup Investments is an award-winning global investment business with a growing presence in Europe. The company offers a wide range of investment solutions for retail and institutional investors.

Job Purpose

To enable change by defining the needs and the rationale for change, to understand the current state, to define the future state, and to determine the activities required to move from the current to the future state by applying the principles of business analysis.

Job Responsibilities
  • Conduct iterative and adaptive planning and monitoring tasks to estimate, organize and coordinate the BA efforts on medium size/complexity initiatives.
  • Conduct elicitation and collaboration tasks to obtain information from stakeholders and confirm the results.
  • Conduct requirements analysis and design definition to structure, organize, specify and model requirements and designs, validate and verify information, identify solution options that meet business needs, and estimate the potential value that could be realized for each solution option.
  • Conduct Requirements Life Cycle Management tasks to manage and maintain requirements and design information from inception to retirement.
  • Conduct strategy analysis to define the future and transition states needed to address the business need, the work required to define that need and the scope of the solution.
  • Conduct Solution Evaluation to assess the performance of and value delivered by a solution, and eliminate barriers/constraints that prevent the full realization of the value.
  • Execute according to IIBA best practices, agile product delivery and lean principles based on Nedbank's delivery approach as per the BA methods, frameworks, standards, tools, techniques, competencies and practices.
  • Analyse requirements based on changes to users, interfaces, processes, data flows, constraints, environments, and non-functional requirements.
  • Understand the product roadmap, vision, KPIs and metrics, and align requirements accordingly.
  • Understand the hypothesis, business outcomes and team backlog.
  • Explore and articulate the opportunity/problem to be solved and identify stakeholder wants and needs.
  • Use visual diagrams to model scope, interfaces, story context, data flows, processes, and dependencies.
  • Decompose features and themes to analyse and write user stories by identifying gaps, missing stories and acceptance criteria, scenario development and business, stakeholder, solution and transition requirements to meet PI objectives.
Job Responsibilities Continue
  • Own decomposition of features, elicitation, analysis, story writing and acceptance criteria writing to support delivery.
  • Collaborate and co-create process and capability alignment by pairing with the Process Engineer and Business Architect.
  • Support the team in working on impediments and spikes and enabler stories, and synthesise the data to articulate requirements.
  • Work with development/QA to identify test cases/scenarios, conduct user acceptance testing and train the trainer/user.
  • Participate in Backlog Refinement, increment planning and DevOps and Built-I quality principles within and across squads where dependencies exist.
  • Analyse/document data requirements that drive decision-making and model data flows through all seven product dimensions on a project level by pairing with data analysts to ensure data governance.
  • Foster stakeholder relationships and engagement for discovery, elicitation, analysis and documentation, backlog refinement, dependencies and delivery across squads.
  • Participate in system demos and contribute to Inspect and Adapt offer suggestions for improvement.
  • Actively participate and occasionally lead squad ceremonies by pairing with Scrum Masters and Agile Coaches.
  • Work independently to apply minimum viable thinking by defining, prioritising, estimating and planning small increments to achieve increment plans.
  • Ensure early remediation by reducing waste, rework, and risk by identifying issues and dependencies.
  • Negotiate challenges respectfully by communicating and listening to others, reframe ideas and changes to promote solving problems across squads.
People Specification

We believe in employing highly motivated, sharp and quality orientated people that thrive in a culture that celebrates and supports diversity within an environment that is creative, collaborative, challenging and dynamic. Aligned to our core purpose of enabling our investors to achieve their investment goals, we are committed to enabling our staff achieve their full potential and long-term career growth at Nedgroup Investments.

Specifically for this role, we are looking for:

  • High standard of personal presentation.
  • Self-motivated and well organised with an ability to adapt and tackle a wide variety of challenges.
  • Ability to deal with people both within the organisation and external customers.
Essential Qualifications
  • Advanced Diplomas/National 1st Degrees.
  • Matric / Grade 12 / National Senior Certificate.
Preferred Qualification

IT qualification, Diploma in BA endorsed by IIBA.

Minimum Experience Level

6 - 8 years BA experience, IT project experience, business exposure, industry exposure. Have a basic knowledge of and able to follow instructions for common Business Analysis techniques and practices.

Exposure to SCRUM/Agile methodology/SAFe methodology.

Technical / Professional Knowledge
  • Research methodology.
  • Business writing skills.
  • BA Body Of Knowledge.
  • Agile Concepts.
  • Process Engineering Skills.
  • Business Analysis Descipline , Techniques and Practices.
  • Global business analysis Trend.
  • Microsoft Office Products.
  • Data Analysis and Interpretation.
  • Quality Orientation.
  • Technical/Professional Knowledge and Skills.

Nedbank is an equal opportunities employer and is committed to employment equity.

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