Wealth Management Specialist

4 weeks ago

Johannesburg, Gauteng, South Africa FirstRand Bank Limited Full time
Job Summary

We are seeking a highly skilled and motivated Wealth Management Analyst to join our team at FirstRand Bank Limited. As a key member of our Wealth Management department, you will be responsible for providing administrative and implementation support to our Wealth Managers, ensuring the smooth execution of administrative duties and the delivery of exceptional client service.

Key Responsibilities
  • Provide administrative support to Wealth Managers, including the execution of administrative duties and the maintenance of accurate records.
  • Build and maintain relationships with clients, internal stakeholders, and service providers to ensure seamless communication and collaboration.
  • Identify and escalate potential risks that may impact costs and operational efficiency.
  • Manage costs and expenses associated with the role to enhance cost-effectiveness.
  • Adhere to standards and procedures to reduce costs and improve operational efficiency.
  • Identify process improvements to save costs and enhance productivity.
  • Manage internal stakeholders and adhere to relevant SLA agreements.
  • Cultivate and manage objective working relationships with stakeholders to achieve productivity synergies.
  • Maintain and build relationships for expectation management, knowledge sharing, and integration.
  • Continuously strive to improve service delivery quality, productivity, turnaround time, availability, reliability, and accuracy to avoid operational loss.
  • Resolve client queries in accordance with operational goals and standards, and escalate problematic queries to ensure prompt and effective resolution.
  • Propose improvements on internal processes that impact service levels and customer satisfaction.
  • Serve as the first line of contact for clients and manage customer interactions.
  • Accurately administer, plan for, and complete activities within the area of work in an efficient, effective, and timeous manner.
  • Adhere to schedules to effectively and timely perform assigned work.
  • Attend and facilitate meetings as required, maintain documentation, and share information with the team.
  • Deliver work in an accurate manner to ensure consistent results within the department.
  • Draw on own knowledge and experience to identify and develop solutions that lead to improved service delivery and quality.
  • Remain accountable for your own work in accordance with the organisational values and code of ethics.
  • Comply with and adhere to identified governance and compliance standards and escalate problems for investigation and resolution.
  • Continuously identify and escalate risk.
  • Provide timeous reports on operations, performance, and audit findings.
  • Report on transactional activity progression within set guidelines to provide timely information for decision making.
  • Plan and organise own tasks to ensure performance objectives are met.
  • Identify effective activities to address own development gaps.
  • Create own development plan and review plan with team leader or manager.
  • Understand which competencies and skills are required to be mastered to ensure personal development and performance.
  • Keep abreast of learning opportunities, changing products, and trends.

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