Intermediary Support Executive - Isle of Man, United Kingdom - Nedbank Private Wealth

Nedbank Private Wealth

Verified Company

Isle of Man, United Kingdom

4 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Intermediary Support Executive:

We have an excellent opportunity for an Intermediary Support Executive to join our busy team based in the Isle of Man office.

The job holder will be the primarily frontline for Intermediary (B2B) queries via any communication channel. Monitoring team workflows, acting as the initial point of reference for any queries. Management and coaching of team individuals to meet business objectives.

Who are we?

Nedbank Private Wealth is a multi-award-winning private bank and wealth manager headquartered in the Isle of Man, with branches in London, Jersey and a representative office in the UAE.

The company provides a full international wealth management offering through its wealth planning, investment management, and banking services, together with trustee and corporate services to both business and private clients worldwide.

At Nedbank Private Wealth, we value the 6Cs, which are the behaviours we encourage in all of our employees: Collaboration, Curiosity, Courage, Client Impact, Can Do Attitude and Completeness.

Role Specific Details

Be responsible for the Intermediary Support Team Officers, ensure that sufficient cover is available during working hours of 9am to 5pm UK time Monday to Friday.
Monitor your direct reports, assess workflow, and allocate accordingly to meet required service standards.
Enhance and develop the Intermediary Support team profile across the business in the Isle of Man, Jersey, London, Dubai, and South Africa.
Ensure all staff are fully conversant with Bank Policies, relevant procedures and products and regular training provided is recorded on individual training plans.
Deliver 121 performance reviews, halfyearly and annual appraisals ensuring consistency of delivery across the team.
Deliver performance management where necessary.
Working closely with the Training team, assist in the development and implementation of training plans for your reporting line staff.
Where appropriate record any incidents and escalate complaints in accordance with bank policy and procedures.
Work closely with the B2B Relationship Owners to ensure consistency of service delivery is managed in the absence of the Relationship Manager.
Attend meetings in absence of line Manager.
Produce and maintain any required MI for Line Manager.

Technical Skills and Experience

A minimum of 5 years' experience in a financial services environment.
Experience in managing teams effectively.
An understanding of applicable regulatory frameworks
Effective time management skills, capable of meeting challenging deadlines, striving to improve turnaround times.
Good working knowledge of the bank's systems including CRM.
Excellent interpersonal, organisation and communication skills used to build strong team values and high moral.
Ability to work under pressure and meet deadlines with a high degree of accuracy.

Life at Nedbank
We recognise that our people are our most asset; they are at the centre of the company. We recruit individuals who share our dedication, drive and commitment to client service. It is why we are accredited by the Best Companies to Work For as an outstanding company.

Supporting our employees is at the heart of what we do, whether it's through our extensive benefits package or our many social activities and charity fundraisers.

Some of our recent events include paddleboarding, cocktail night and our annual rounders evening, to name a few.

We also promote our climate positive workforce through Ecologi, where we fund projects helping fight against climate change, plant trees, and reduce our carbon footprint.

Training and development is of the utmost importance to us we're continually striving to learn, share our knowledge and improve our expertise.

We have a dedicated platform for online learning, live training sessions and access to thousands of courses, in addition to supporting our employees in their journey to explore, learn and grow.

To apply

Nedbank Private Wealth commitment to diversity
We are proud of the value we place on individuality. We want you to bring your full self to work and maximise your potential. NPWI is a place where everyone can thrive, whatever their gender, ethnicity, disability, sexual orientation and socio-economic background.

Closing Date
14/04/2023

Location
Isle of Man

Department
Client Services

Job Title
Intermediary Support Executive

Salary
Job Level 25

City
Douglas

Country
Isle of Man