Banking Analyst

2 weeks ago

Cape Town, Western Cape, South Africa Nedbank Full time

Requisition Details & Talent Acquisition Contact

  • REQ: Location:
V & A Waterfront- Talent Acquisition Consultant: Lerato Sithole- Cluster: Nedbank Wealth-
Closing Date: 21 March 2024
Job Family

  • Sales and Services

Career Stream

  • Sales

Leadership Pipeline

  • Manage Self: Operational

FAIS Affected

Job Purpose

  • 13 years' experience in a client relationship role in financial industry

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 in 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 _

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