Wealth Financial Planner
Cape Town, Western Cape, ZA
2d ago
source : Latest Jobs

To enable learning and development for internal and external Nedbank stakeholders through analysis, design, development, implementation and evaluation of learning solutions in order to achieve Nedbank's strategic objectives. Job Responsibilities

  • Determine the scope of work of specific learning interventions, including deliverables and timeframes, and conduct needs analysis.
  • Deliver Learning and Development (L&D) solutions through learning interventions that are aligned with business and cluster strategic intent.
  • Apply L&D practices by keepingn abreast of industry trends (Financial Sector and Education, Training & Development) and legislative requirements.
  • Make recommendation to business by identifying trends and providing feedback on identified success factors, risks and gaps.
  • Consult with clients through regular interactions to develop an understanding of their business context, structure and needs.
  • Build and maintain relationships with internal stakeholders through consultation, understanding their requirements and accommodating needs.
  • Build and maintain relationships in external stakeholders by ensuiring contracted deliverables are met.
  • Design and develop the required learning intervention, assessment and learning aids whilst ensuiring they are appropriately positioned.
  • Obtain sign off of learning material / interventions by relevant stakeholders.
  • Determine if business areas would require change management interventions through analysis of current and (to-be) redesigned process maps.
  • Create an implementation plan / learning proposal.
  • Mitigate risk by identifying deviations from contracted plans and processes and escalating as required.
  • Ensure accurate tracking and reporting of learning interventions.
  • Contribute to development of procedures, processes and standards.
  • Ensure accuracy of learning material content about product, processes, systems and legislative requirements.
  • Support the achievement of the business strategy, objectives and values.
  • Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
  • Obtain buy-in for developing new and / or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses.
  • Contribute to a culture conducive to the achievement of transformation goals.
  • People Specification Essential Qualifications - NQF Level

  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas / National 1st Degrees
  • Preferred Qualification Relevant HR diploma or degree, specialisation in Learning and Development, ODETDP diploma / certificate, qualifications in area of specialisation e.

    g. Wealth Management / Stockbroking / Asset Management. Essential Certifications

  • Registered Assessor and Moderator with Education, Training and Development Practices Sector Education and Training Authority.
  • Type of Exposure

  • Conducting root cause analysis
  • Analysing situations or data that require an in depth evaluation of multiple factors
  • Designed and Developed Learning Intervention
  • Coordinating and gaining commitment from internal stakeholders
  • Facilitation of workshop / training
  • Coaching and Mentoring
  • Change Management
  • Writing business proposals.
  • Conducting a needs analysis.
  • Communicating complex information in writing and verbally
  • Identifying trends.
  • Using different approaches in new work situations
  • Minimum Experience Level 5 years or more training / learning development experience within Investment Management (Stockbroking) and / or Asset Management.

    Technical / Professional Knowledge

  • Administrative procedures and systems
  • Banking knowledge
  • Banking procedures
  • Business principles
  • Business terms and definitions
  • Data analysis
  • Governance, Risk and Controls
  • Microsoft Office
  • Relevant regulatory knowledge
  • Relevant software and systems knowledge
  • Business writing skills
  • Cluster Specific Operational Knowledge
  • Industry specific knowledge
  • Industry trends
  • Behavioural Competencies

  • Operational Decision Making
  • Managing Work
  • Customer Focus
  • Communication
  • Adaptability
  • Technical / Professional Knowledge and Skills
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