Wednesday , February 8 2023

Nedbank Job Applications – Commercials and Investments Manager

Website Nedbank

Job Description:

To provide commercial and investment advice related support services to the WMSA distribution division with respect to all commercial elements of WMSA adviser and client propositions and the Distribution target operating model all investment advice related aspects of the WMSA house view for clients and advisers .

Job Responsibilities:

  • Establish a process for the approval of deviations from the pricing / fee schedule
  • Commercialisation of platform, product and fund provider relationships, including optimal business mix to enhance margins
  • Developing and refining adviser remuneration and incentive models
  • Supporting the commercial model underlying client and adviser value propositions and the WMSA Distribution target operating model
  • Optimisation of distribution management and support model

Job Requirements:

  • Technical/Professional Knowledge and Skills
  • Decision Making
  • Continuous Improvement
  • Customer Orientation
  • Building partnerships

Qualification & Experience:

  • Advanced Diplomas/National 1st Degrees
  • 3 – 5 years experience in a Wealth Advisory business as the same capacity as this role (Commercial and Investment Advice Lead) or as a Wealth Manager or Financial Planner with the required exposure.
  • AMASSA / FASSA qualified (Actuary)
  • FAIS representative and key individual

Job Details:

Company: Nedbank

Vacancy Type: Full Time

Job Functions: Financial Services

Job Location: Johannesburg, Gauteng, South Africa

Application Deadline: N/A

Apply Here

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