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Financial Services Specialist

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Durban, KwaZulu-Natal, South Africa Spane4all Full time

{"h1": "Job Title: Private Banking Analyst", "h2": "Job Summary", "p": "We are seeking a highly skilled Private Banking Analyst to join our team at Spane4all. As a key member of our financial services team, you will be responsible for providing analysis, research, and sales support to our affluent clients. Your primary goal will be to identify new opportunities for banking and growing our existing client base through effective stakeholder management.", "ul": [{"li": "Contribute to a culture of service excellence, building positive relationships and providing opportunities for feedback and exceptional service."}, {"li": "Understand and market all financial services solutions within the relevant business offering."}, {"li": "Assist with profit growth for the business."}, {"li": "Ensure effective management of the leads pipeline."}, {"li": "Develop, encourage, and nurture collaborative relationships across the organization."}, {"li": "Continuously assess own performance, seek timely and clear feedback, and request training where appropriate."}, {"li": "Contribute to innovation by finding faster and more accurate ways of working."}, {"li": "Provide an efficient administration service through careful and timely planning, reporting, and updating of all relevant information."}, {"li": "Develop and manage key stakeholder relationships that enable achievement of operational objectives."}, {"li": "Deliver exceptional and high-quality service that exceeds customers' expectations through proactive, innovative, and appropriate solutions."}, {"li": "Act responsibly with work-related resources in order to contribute to cost containment."}, {"li": "Ensure growth and increase in customer base by managing existing clients, generating new leads, and growing the active customer account base."}, {"li": "Comply with relevant statutory, legislative, policy, and governance requirements as well as set processes and procedures related to the area of specialization."}, {"li": "Provide sound services and recommendations based on customer and client needs, current information, and trends."}, {"li": "Achieve expected financial targets and uphold associated service levels."}], "h3": "Key Responsibilities", "p": "The successful candidate will be responsible for the following key responsibilities:", "ul": [{"li": "Providing analysis and research support to our affluent clients."}, {"li": "Identifying new opportunities for banking and growing our existing client base."}, {"li": "Developing and managing key stakeholder relationships."}, {"li": "Ensuring effective management of the leads pipeline."}, {"li": "Contribute to innovation and finding faster and more accurate ways of working."}], "h3": "Requirements", "p": "To be successful in this role, you will need to have the following qualifications and experience:", "ul": [{"li": "A degree in a relevant field such as finance, business, or economics."}, {"li": "Proven experience in a financial services role, preferably in private banking."}, {"li": "Excellent analytical and problem-solving skills."}, {"li": "Strong communication and interpersonal skills."}, {"li": "Ability to work in a fast-paced environment and meet deadlines."}, {"li": "Knowledge of financial services solutions and products."}], "h3": "What We Offer", "p": "We offer a competitive salary and benefits package, as well as opportunities for career growth and development. If you are a motivated and results-driven individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.", "p": "Please note that all appointments will be made in line with Spane4all's Employment Equity plan. The company supports the recruitment and advancement of individuals with disabilities.", "p": "If you have any queries, please log it via our internal system.", "h3": "About Us", "p": "Spane4all is a leading financial services company that provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. We are committed to delivering Shared Prosperity and creating opportunities for our employees to innovate and address social and environmental challenges in our markets.", "p": "Our company follows a multi-branding approach, with a portfolio of financial services businesses that includes FNB, RMB, WesBank, Ashburton Investments, Aldermore, MotoNovo, DirectAxis, and MotoVantage. Many of our businesses are leaders in their respective segments and markets, offering transactional, lending, investment, and insurance products and services.", "p": "We are proud of our track record of delivering superior returns to our shareholders through a combination of organic growth, acquisitions, innovation, and the creation of completely new businesses.", "p": "Our company's purpose of delivering Shared Prosperity provides many opportunities for our employees to innovate and address social and environmental challenges in our markets. All of our businesses have successful volunteering programmes that allow our employees to adopt and support causes close to their hearts.", "p": "We are an equal opportunities employer and welcome applications from all qualified candidates.", "p": "Please note that all applications will be treated in confidence.", "p": "If you have any queries, please log it via our internal system.", "h3": "Contact Us", "p": "If you are interested in this exciting opportunity, please submit your application via our internal system.", "p": "We look forward to hearing from you.", "p": "Thank you for your interest in Spane4all.", "p": "Best regards,", "p": "[Your Name]"}