REQ: 133877Closing Date: 27 May 2024Job Family Sales and Services Manage Self: Technical FAIS Affected FAIS Affected - Yes Job PurposeTo provide financial expertise and wealth creation advice to Nedbank clients in order to make Nedbank the great place to bank.Job ResponsibilitiesAnalyse 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.Essential QualificationsMatricRegulatory Exam for Representatives (RE 5)Preferred CertificationsA registered Certified Financial Planner (CFP), or working toward becoming a Certified Financial PlannerMinimum Experience Level1 – 5 years' experience in Financial Planning / Financial Advice / Sales within Financial ServicesTechnical / Professional KnowledgeAdministrative procedures and systemsData analysisRelevant software and systems knowledgeRelevant regulatory knowledgeBanking knowledgeBanking proceduresCluster Specific Operational KnowledgeBusiness principlesBusiness terms and definitionsGovernance, Risk and ControlsBuilding Trusting RelationshipsEnergyDisclaimer Preference will be given to candidates from the underrepresented groups --------------------------------------------------------------------------------------- Please contact the Nedbank Recruiting Team at +27 860 555 566 If you can't find the job you're looking for, activate job alerts to be one of the first to know when new positions open up. Nedbank Ltd Reg No 1951/000009/06.Authorised financial services and registered credit provider (NCRCP16). For assistance please contact the Nedbank Recruiting Team at +27 860 555 566#J-18808-Ljbffr