Principal: Sustainable Finance Solutions

Job Family
Investment Banking

Career Stream
Specialised Finance

Job Purpose
To deliver sustainable finance structuring and advisory services to clients, facilitating the achievement of their strategic objectives while optimizing sustainable revenue streams for Nedbank in targeted sectors, both within South Africa and internationally.

Job Responsibilities

• Establish and nurture stakeholder relationships through both formal and informal interactions (meetings; phone conversations).
• Develop and sustain collaborative working relationships by participating in team and relevant forum meetings.
• Conduct feasibility assessments, perform research, and apply innovative and creative thinking to identify suitable solutions, devise appropriate pricing for proposals, and structure services and scopes into mandates that enhance value for the franchise.
• Continuously pitch to targeted clients by recognizing their needs; create tailored presentations, and present to relevant stakeholders.
• Source transactions by scanning the market, promoting ideas, and networking effectively.
• Implement transactions by advising, structuring, analyzing, negotiating, coordinating, pitching, engaging with stakeholders, and securing necessary approvals.
• Act as a dealmaker to originate, structure, and execute innovative, groundbreaking deals that promote sustainability objectives.
• Foster strong client and other external relationships through clear communication, regular meetings, and the establishment of clear objectives and timelines.
• Support the attainment of the business strategy, objectives, and values by reviewing the Nedbank and Business Unit Plan, ensuring that the systems, processes, services, and solutions provided are aligned.
• Collaborate with internal teams to integrate sustainability advisory services into the client proposition, in line with the agreed strategy.
• Ensure the effective implementation of relevant services.
• Prepare responses to Requests for Proposals from clients as needed.
• Develop materials and present at appropriate internal governance committees as required.
• Work closely with internal teams across the bank to deliver and position client pitches and advisory solutions.
• Assess progress against established objectives and timelines by scheduling and leading progress meetings, following up on deliverables, arranging review meetings with clients, and preparing write-ups for both internal and external discussions.
• Ensure timely submission of client proposals and internal documentation by effectively planning (setting deliverables, expectations, and timelines), engaging stakeholders early, and following up on deliverables; delegate and assist in deal implementation across various aspects of the transaction.
• Promote personal growth and enhance effectiveness in fulfilling roles and responsibilities by completing all learning activities, practicing gained experience, and obtaining and/or maintaining certifications within specified time frames.
• Garner support for developing new and/or improved processes (e.g., operational processes) that will enhance stakeholder business operations by emphasizing the benefits that support the implementation of recommendations.
• Contribute to a culture that fosters the achievement of transformation goals by participating in Nedbank culture-building initiatives (e.g., staff surveys, etc.).
• Navigate conflicting situations by identifying and analyzing problems, developing suitable solutions, and taking corrective action.
• Generate new transactions or clients for the bank through regular engagement and collaboration with key stakeholders, referrals, and networking.

Job Responsibilities Continued

• Oversee and manage transactions efficiently by conducting cost-benefit analyses of various execution strategies.
• Facilitate skill development and necessary corrective actions by sharing knowledge and industry insights with team members and stakeholders during both formal and informal interactions.
• Ensure compliance by adhering to regulatory guidelines, policies, and procedures while executing the mandate.
• Manage expenses and contribute to Business Unit cost efficiency by operating within the assigned budget.
• Seek opportunities to enhance business processes and systems by identifying and recommending effective operational methods that add value to Nedbank.
• Address work-related challenges by engaging in discussions and one-on-one meetings with pertinent stakeholders.
• Build professional connections through networking. Contribute to a culture conducive to the attainment of transformation goals by participating in Nedbank culture-building initiatives (e.g., staff surveys, etc.).
• Sustain and grow existing and onboard market share by applying your professional expertise.
• Support the realization of the business strategy, objectives, and values by reviewing the Nedbank and Business Unit Plans, ensuring that delivered systems, processes, services, and solutions are aligned.
• Identify training opportunities and career advancement for yourself through feedback and input from management.
• Ensure timely completion of all personal development plan activities within the specified time frame.
• Share knowledge and industry trends with team members and stakeholders during formal and informal discussions.
• Contribute to the development of new and/or enhanced processes (e.g., operational processes) that will improve stakeholder business operations by articulating benefits in favor of implementing recommendations.

Essential Qualifications - NQF Level

• Advanced Diplomas/National 1st Degrees
• Professional Qualifications/Honour’s Degree

Preferred Qualification

• Chartered Accountant (SA), Chartered Financial Analyst, Chartered Institute of Management Accountants, MBA, Masters in Finance, Business Science (Finance, Economics), ESG or Sustainability certification or qualification, LLB

Minimum Experience Level

• At least 8 years in Investment Banking and/or Corporate Finance or a client-facing environment

Technical / Professional Knowledge

• Industry trends
• Governance Risks and Controls
• Microsoft Office
• Business writing skills
• Business Acumen
• Principles of Financial Management
• Principles of Project Management
• Relevant Regulatory Knowledge
• Relevant Software and Systems Knowledge
• Research Methodology
• Decision-Making Process
• Cluster Specific Operational Knowledge

Behavioural Competencies

• Customer Focus
• Work Standards
• Building Partnerships
• Advancing Sales Discussions
• High-Impact Communication
• Managing Work
• Sales Disposition
• Sales Negotiation

Employment Equity Statement
Preference will be given to candidates from underrepresented groups.

For inquiries, please reach out to the Nedbank Recruiting Team at +27 860 555 566.