Banking Analyst

2 weeks ago

CapeTown, South Africa Nedbank Full time
Requisition Details & Talent Acquisition Contact

REQ: 132864

Location: V & A Waterfront

Talent Acquisition Consultant: Lerato Sithole

Cluster: Nedbank Wealth

Closing Date: 23 April 2024

Job Family
Sales and ServicesCareer Stream
SalesLeadership Pipeline
Manage Self: OperationalFAIS Affected
Job Purpose
  • To provide sales support services to private bankers and high net worth clients
Job 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
  • 1-3 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

Preference will be given to candidates from the underrepresented groups

Please contact the Nedbank Recruiting Team at