Private Banking Analyst

2 weeks ago

Bellville, South Africa Afrizan People Intelligence Full time

**Role**

To 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 management.

**Responsibilities**

Act responsibly with work related resources in order to contribute to cost containment

Achieve expected financial targets and uphold associated service levels

Deliver exceptional and high quality advice that exceeds customers’ expectations through proactive, innovative and appropriate solutions

Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service

Provide sound services and recommendations based on customer and client needs, current information and trends

Develop and manage key stakeholder relationships that enable achievement of operational objectives

Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base

Identify opportunities to expand our customer base with creditworthy and potentially profitable customers

Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information

Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation

Compile reports that track progress and guide business to make informed decisions

Ensure effective management of the leads pipeline

Support sales through analysis of client portfolio and pro-active client engagement

Contribute to innovation by finding faster and more accurate ways of working

Assist with profit growth for the business through sales and acquisition of new clients

Understand and market all financial services solutions within the relevant business offering

Continuously assess own performance, seek timely and clear feedback and request training where appropriate.

Develop, encourage and nurture collaborative relationships

Application Question(s):

- Do you have a relevant degree in finance or economics or accounting?
- Do you have 2 - 3 years’ experience within a sales/service area of a financial environment?
- Have you completed an RE5?

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