3 Investment Management jobs in Durban
Client Relations Specialist (Investment Management)
Posted 8 days ago
Job Viewed
Job Description
The candidate must have a completed BCom (Honours) (Investment Management) and minimum 3 years client relations experience (assisting Clients and Financial Advisors) within an Asset management / Investment firm / Financial planning environment. Post Grad in Financial planning is an advantage.
Outgoing personality and excellent communication skills are essential. Strong academics and a history of academic and work success are important.
Your duties will include:
- Develop trusted relationships with clients and becoming an expert resource
- Provide expert initial and ongoing training on their custom IT system
- Provide comprehensive, structured input to specific problems/requests in the advice process that lead to increased investment with the company.
- Manage and leverage internal resources to meet deliverables
- Proactively cultivate relations and be prepared to engage socially where beneficial
- Develop and maintain expertise, skill and technical knowledge required to add valuable input across the business and investment proposition
- Work closely with the other members of the global investment, operations, sales, software development and support teams to resolve clients concerns
- Provide first line support to clients via phone, email, online and face to face meetings (occasional travel required)
- Strategic and creative thinking to suggest improvements to productivity, service quality and processes
- Record and relay client feedback and insights to internal teams such as tech, marketing, operations and asset management in order to constantly improve the client experience
- Maintain an expert-level knowledge of their investment processes and internal tools as well as curiosity and awareness of new initiatives within the industry.
- Assist with ad hoc inter-function projects as required
Co-Ordinator (Asset Management)
Posted 9 days ago
Job Viewed
Job Description
Job Purpose
Apply the fundamentals of the Integrated Asset Management System to provide an Asset Management service that incorporates best practices, processes, systems, techniques, and the transfer of knowledge and skills to all relevant branches.
Key Responsibility Areas
- Identify work orders within the Enterprise Asset Management System (e.g., ellipse) where scoping is required.
- Attend weekly work planning and control meetings.
- Utilize previous electrical reticulation experience to support project tasks as needed.
- Support the updating of Standards / Codes of Practice.
- Actively promote safety and accident prevention.
- Manage technical information effectively.
- Accept appointments under the Occupational Health & Safety Act (1993) and regulations, as required by the Head of Electricity.
- Undertake other related duties as assigned.
Competencies
- Technology Usage
- Managing Work
- Problem Solving
- Planning and Organising
- Workplace Safety
- Discipline Specific Skills
- Interpersonal Relationships
- Communication
- Resilience
- Team Orientation
Essential Requirements
- Trade Tested Electrician
- Possession of an NTC2 or NCV3 in Electrical Engineering from a registered Further Education and Training College with the Department of Education
- Valid First Aid Certificate or training within 6 months of appointment
- Valid motor vehicle driving license
- At least 3 years of relevant post-apprenticeship experience in the electricity distribution and transmission industry
Preferred Requirements
- 4 years of relevant post-apprenticeship experience in electrical distribution and transmission supply
Asset Management : Regional Sales Manager KZN
Posted 2 days ago
Job Viewed
Job Description
Job ID
Closing Date : 31 August 2025
Leadership Pipeline
Manage Others
FAIS Affected
FAIS Affected - Yes
Job Purpose
To manage the KZN Sales Team further develop the region and deliver sales teams results through enabling others and ensure alignment to Nedgroup Investments strategic focus areas.
Job Responsibilities
Client Relationship Management Build and maintain strong relationships with
both existing and new clients in KZN.
Identify stakeholder needs and provide regular meaningful feedback.
Market existing products and collaborate with internal teams (Best of Breed Multi-Manager and Core
teams) to enhance product positioning.
Strategic Collaboration & Asset Growth Identify opportunities for collaboration to
support asset-raising efforts through technical marketing.
Work closely with internal resources to drive sales and growth initiatives.
Ensure clear accountability of team members in achieving business objectives.
Team Leadership & Management Ensure resource capacity aligns with business
needs.
Allocate responsibilities effectively across key focus areas :
40% Sales
10% Strategic Initiatives
20% Client Relationship Initiatives
10% Marketing Initiatives
20% Team Management & Leadership
Oversee team development tracking progress against performance goals.
Provide mentorship coaching and leadership to enhance team effectiveness.
Manage recruitment onboarding and talent retention efforts.
Operational Excellence & Growth
Ensure financial targets are met through consistent monitoring and evaluation.
Set and review sales targets for the team ensuring alignment with business objectives.
Oversee budget management ensuring costs remain within allocated constraints.
Drive continuous improvement by identifying and addressing non-performing areas.
Ensure quality sales standards and service excellence are achieved and maintained.
Culture & Transformation
Contribute to a culture of transformation by participating in Nedbanks culture-building initiatives
business strategies and CSI programs.
Stay updated on industry trends and ensure ongoing personal and professional development.
Lead by example in embracing Nedbanks vision and values.
Encourage innovation and knowledge sharing within the team.
Foster a client-centric culture through various interventions and engagement efforts.
Essential Qualifications - NQF Level
- Matric / Grade 12 / National Senior Certificate
- Advanced Diplomas / National 1st Degrees
Preferred Qualification
Essential Certifications
Preferred Certifications
Minimum Experience Level
Investment knowledge
Technical / Professional Knowledge
Behavioural Competencies
Please contact the Nedbank Recruiting Team at
Required Experience :
Manager
Key Skills
Sales Experience,Direct Sales,Management Experience,Territory Management,Hospice Care,Home Care,Salesforce,Outside Sales,Sales Management,CRM Software,Enterprise Sales,negotiation
Employment Type : Full Time
Experience : years
Vacancy : 1
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