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Financial Services Specialist

2 months ago


Pretoria, Gauteng, South Africa Spane4all Full time
Private Banking Analyst-7

To contribute to the growth and success of our affluent clients, we are seeking a skilled Private Banking Analyst-7 to join our team. As a key member of our team, you will be responsible for providing analysis, research, sales, and service fulfillment to identify new opportunities for banking and growing existing client portfolios through effective stakeholder management.

  • Develop and maintain a culture of service excellence, fostering positive relationships and encouraging feedback and exceptional service.
  • Understand and market all financial services solutions within our business offering, ensuring alignment with client needs and goals.
  • Contribute to profit growth by identifying and capitalizing on new business opportunities.
  • Effectively manage the leads pipeline, ensuring timely and efficient follow-up and conversion.
  • Nurture collaborative relationships across the organization, driving innovation and improvement.
  • Continuously assess performance, seek feedback, and request training to enhance skills and knowledge.
  • Provide an efficient administration service, ensuring accurate and timely reporting and updating of relevant information.
  • Develop and maintain key stakeholder relationships to achieve operational objectives.
  • Deliver exceptional service, exceeding customer expectations through proactive, innovative, and tailored solutions.
  • Act responsibly with work-related resources to contribute to cost containment.
  • Ensure growth and increase in customer base by managing existing clients, generating new leads, and growing active customer accounts.
  • Comply with relevant statutory, legislative, policy, and governance requirements, as well as established processes and procedures.
  • Provide sound services and recommendations based on customer and client needs, current information, and trends.
  • Achieve expected financial targets and uphold associated service levels.
Job Details

Job Requirements

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and results-driven individual with a passion for delivering exceptional service, we encourage you to apply for this exciting opportunity.