Wealth Management Specialist

2 weeks ago

Cape Town, Western Cape, 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 adherence to standard operating procedures.

Key Responsibilities

  • Build and maintain relationships with clients, collaborating with internal stakeholders and service providers to deliver exceptional service.
  • Control costs through awareness of impact of work and potential waste, managing own costs and expenses to enhance cost effectiveness.
  • Identify and escalate potential risks that may lead to increased costs, adhering to standards and procedures to reduce costs.
  • Adhere to predetermined operational costing within budgets in the execution of projects and work-related expenditure.
  • Manage internal stakeholders and adhere to relevant SLA agreements, cultivating and managing objective working relationships with a variety of stakeholders.
  • 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, escalating problematic queries to the correct level to ensure prompt and effective resolution.
  • Propose improvements on internal processes that impact service levels and customer satisfaction within area of accountability.
  • Attend meetings as and when required, maintaining documentation and sharing information with the team.

Requirements

  • Strong analytical and problem-solving skills, with the ability to identify and develop solutions that lead to improved service delivery and quality.
  • Excellent communication and interpersonal skills, with the ability to build and maintain relationships with clients and internal stakeholders.
  • Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.
  • Strong attention to detail, with the ability to maintain accurate records and reports.
  • Ability to work collaboratively as part of a team, with a strong focus on customer satisfaction and service delivery.

What We Offer

As a Wealth Management Analyst at FirstRand Bank Limited, you will have the opportunity to work in a dynamic and supportive environment, with a focus on delivering exceptional service to our clients. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.

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