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Banking Analyst

4 months ago

Cape Town, 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: 21 March 2024**Job Family**
- Sales and Services

**Career Stream**
- Sales

**Leadership Pipeline**
- Manage Self: Operational

**FAIS Affected**

**Job Purpose**
- 1-3 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- 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- **_Please contact the Nedbank Recruiting Team at +27 860 555 566_