Banking Analyst

2 weeks ago


Durban, KwaZulu-Natal, South Africa Nedbank Full time

Requisition Details & Talent Acquisition Contact

  • REQ: Talent Acquisition Consultant:
Lerato Sithole- Location: KZN- Cluster: Nedbank Wealth-
Closing Date: 20 March 2024
Job Family

  • Sales and Services


Career Stream
  • Sales

Leadership Pipeline

  • Manage Self: Operational

FAIS Affected

Job Purpose

  • To provide sales support services to private bankers and high net worth clients.

Responsibilities:

  • Build relationships with private bankers.
  • Be aware of all sales written to target at any point in time.
  • Identify leads, cross sell and up sell opportunities.
  • Keep track of deals in the pipeline. Follow up on inflows and outflows.
  • Ensure that information pertaining to private bankers are accurate on all systems.
  • Build relationships with clients and gain an in depth understanding of their private banking needs.
  • Ensure that accurate client data is maintained on all systems.
  • Support the completion of quality client reviews timeously.
  • Comply with all regulatory operational procedures.
  • Manage risk by following the authentication process.
  • Support the client experience by adhering to the onboarding, maintenance and offboarding client processes.
  • Meet internal service level agreements.
  • Manage risk by protecting client confidentiality through compliance with Protection of Personal Information Act.
  • Comply with standards, policies and procedures prior to submitting to the operational teams for vetting.
  • Recommend improvements to processes and standard operating procedures.
  • Ensure that own contribution and participation contributes to the achievement of team goals.
  • Create and manage own career through guidance and support of management, department and colleagues.
  • Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers.
  • Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced, and certifications obtained and/or maintained within specified time frames.
  • Understand and embrace the Nedbank Vision and Values by demonstrating the values through interaction with team and stakeholders.
  • Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (for example: staff surveys).
  • Participate and support corporate social responsibility initiatives for the achievement of business strategy.
  • Minimum Experience Level 13 years' experience in a client relationship role within the financial industry.


Essential Qualifications
  • NQF Level
  • Matric / Grade 12 / National Senior Certificate


Preferred Qualification
  • Certificate: Banking
  • RE5

Technical / Professional Knowledge

  • Microsoft Office
  • Administrative procedures and systems
  • Data analysis
  • Business writing skills
  • Relevant regulatory knowledge


Behavioural Competencies
  • Building Customer Loyalty
  • Initiating Action
  • Applied Learning
  • Communication
  • Technical/Professional Knowledge and Skills
  • Managing Work

Disclaimer
- **_Please contact the Nedbank Recruiting Team at

_

  • Durban, KwaZulu-Natal, South Africa FirstRand group Full time

    Description To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management....


  • Durban, KwaZulu-Natal, South Africa FirstRand Full time

    Job DescriptionTo assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder...

  • Credit Analyst

    2 weeks ago


    Durban, KwaZulu-Natal, South Africa GP Consult Full time

    KwaZulu Natal, Durban R R 25000 Monthly Cost To CompanyCredit Analyst - La Lucia - Financial services (property loans)KEY RESPONSIBILITIES: Assess credit worthiness of applicants (mortgage and other credit products) through undertaking detailed risk assessment analysis Ensure that procedures and decisions comply with credit policy, regulations and best...


  • Durban, KwaZulu-Natal, South Africa Watershed Consulting Full time

    Job Description:Job title:Enterprise Risk AnalystLocation:Durban, KZNAbout the company:The institution prides itself on offering a wide range of personalised banking services, tailored to meet the diverse needs of its clientele, encapsulating the very essence of customer-centric banking. It focuses on corporate customers offering them range of products in...

  • Credit Analyst

    2 weeks ago


    Durban, KwaZulu-Natal, South Africa Nedbank Full time

    Requisition & Talent Acquisition Consultant Details REQ Twanette Coetser Closing Date 15 February 2024Cluster & Location Total Business Banking and Retail Credit Value Management KZN & EC Durban, KwaZulu Natal Career Stream Credit Management Leadership Pipeline Manage Self: ProfessionalCredit AnalystJob Purpose We are looking for an experience Credit...

  • Risk Analyst

    2 weeks ago


    Durban, KwaZulu-Natal, South Africa Fides Recruitment Full time

    Risk AnalystPrimary Job PurposeEnsure that all risks are identified, documented and managed effectively within the organisationby embedding the Bank's Risk Management approach. Keeping the various Business Units and the Bank up to date with Risk factors on an Operational level, as well as Regulatory requirements with regard to risk management.Qualifications...


  • Durban, KwaZulu-Natal, South Africa LexisNexis Full time

    Accounting Analyst IAre you eager to work in the financial department of Lexis Nexis?About our Team LexisNexis Legal & Professional, which serves customers in more than 150 countries with 11,300 employees worldwide, is part of RELX, a global provider of informationbased analytics and decision tools for professional and business customers. About the Role An...


  • Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

    Our client, a Banking Giant, is looking to recruit a permanent Senior Actuarial Analyst. This Senior Actuarial Analyst will drive the delivery of small to medium strategic projects in the life insurance solutions team spanning across all portfolios; in line with the company's Client Value Proposition. The types of projects will vary but may include the...

  • Credit Analyst

    2 weeks ago


    Durban, KwaZulu-Natal, South Africa Nedbank Full time

    Requisition & Talent Acquisition Consultant Details REQ Twanette Coetser Closing Date 23 February 2023Cluster & Location Total Business Banking and Retail Client Value Management KZN & EC Durban, Kwazulu Natal Career Stream Credit Management Leadership Pipeline Manage Self: ProfessionalCredit AnalystJob Purpose To assess credit risk of existing portfolio so...


  • Durban, KwaZulu-Natal, South Africa FirstRand Full time

    Job DescriptionTo assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management Contribute to...

  • Credit Analyst

    2 weeks ago


    Durban, KwaZulu-Natal, South Africa Grindrod Bank Limited Full time

    Credit Risk AssessmentAnalysis of financial statements and management accounts in order to assess financial performance of applicants as well as guarantor entities.Assess and review annual reviews timeously, including researching market trends, to perform qualitative reviews Ensure average approval turnaround time of 3 working days.Attend to amendments and...

  • Actuarial Analyst

    2 weeks ago


    Durban, KwaZulu-Natal, South Africa Unique Personnel Full time

    Job Number 72541Job Type PermanentJob Title Actuarial AnalystComputer Skills Python,SQL,RIndustry BankingCity- eThekwini (Durban)Province Kwazulu Natal Help produce monthly reporting packs for DIVCO and INEXCO based on automated dashboards that provide detail for a helicopter view of product KPIs. Assist with producing quarterly reporting packs for the...


  • Durban, KwaZulu-Natal, South Africa Absa Bank Limited Full time

    Bring your possibility to life Define your career with us With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryOptimise...

  • Analyst, Credit

    2 weeks ago


    Durban, KwaZulu-Natal, South Africa Standard Bank Of South Africa Limited Full time

    Business Segment: Corporate & Investment Banking Manage a portfolio of counterparty credit risks associated with lending, trading, and investing activities, with the primary objective of assessing and managing risk within acceptable parameters.Key Responsibilities: Complete effective financial analysis of counter party credit risks.Undertake quantitative and...


  • Durban, KwaZulu-Natal, South Africa ALPHA BPO Full time

    Alpha BPO is a dynamic and customer-centric business process outsourcing company with a commitment to delivering exceptional services to our clients and partners. Our team of highly skilled and experienced professionals work diligently to provide a wide range of BPO services, including accounting, legal, corporate insolvency, banking, financial services, and...


  • Durban, KwaZulu-Natal, South Africa Nedbank Full time

    Job Requisition Details REQ#Closing Date: 09 April 2024- Location: WFH/ Durban, Kwa-Zulu Natal- Talent Acquisition: Bongiwe Mchunu- Department- CVM Modelling and Pricing- Career Stream- Investment Banking - Quantitative- Leadership Pipeline- Manage Self: ProfessionalJob Purpose To develop and maintain best practice models and assessment strategies in line...

  • Financial Analyst

    2 weeks ago


    Durban, KwaZulu-Natal, South Africa Talksure Full time

    MAIN PURPOSE OF THE ROLETo provide our Company Management with accurate, complete and value-adding financial reporting, financial analysis and management insight relating to the financial status of campaigns administered & sold by Talksure Trading.DUTIES AND RESPONSIBILITIES Key financial analysis and metrics as required by the business Financial modelling...

  • Credit Analyst-1

    2 weeks ago


    Durban, KwaZulu-Natal, South Africa FirstRand Full time

    Job DescriptionTo analyse credit data to estimate degree of risk in extending credit or lending moneyConsults with management to assist in corporate planning Credit and financial assessments of commercial business customers Adhere to negotiated service levels and turnaround times in support of business strategy. Presenting credit submissions at credit forums...

  • BI Analyst I

    2 weeks ago


    Durban, KwaZulu-Natal, South Africa Nedbank Full time

    Requisition Number and Talent Acquisition Contact REQ:132916 Location: Sandton, JohannesburgClosing Date: 20 March 2024- Talent Acquisition:Saranya Govender Job Family Information Technology Career Stream It Application Development Leadership Pipeline Manage Self: TechnicalJob Purpose To provide specific insights into all the functions of the Nedbank Group...


  • Durban, KwaZulu-Natal, South Africa Nedbank Full time

    Advert Closing Date: 09 June 2023Job Purpose To assist in executing and implementing transactions with targeted clients of the bank related to lending and other structured transactions in Property Finance Corporate teamResponsibilities: Assist with the review of legal documents by cross referencing approved terms sheets to draft legal agreements and ensure...