Client Intelligence Specialist

3 days ago

Sandton, South Africa FirstRand Bank Limited Full time

About the Role

We are seeking a highly skilled Client Intelligence Analyst to join our team at FirstRand Bank Limited. As a Client Intelligence Analyst, you will play a critical role in supporting the Sector Head and other lead/sector bankers within the team.

Key Responsibilities

  • Work independently and take the initiative in supporting the Sector Head and other lead/sector bankers within the team
  • Work closely with the sector head to drive the strategy, goals, and execution plan for the sector
  • Create quality written materials based on high-level direction from the team and effectively interpret the information that is presented
  • Work under pressure and effectively manage multiple workstreams at once
  • Lead the development of strategic papers for senior management both in terms of sector updates, new revenue generation, and focus areas for the sector
  • Leverage industry news and reports, market intelligence databases, public data, and medical literature to identify and monitor trends and other emerging topics of priority to the sectors and client groups
  • Develop analytic models for assessing important new clients and sectors, product, and solutions trends and issues impacting the client group and sector ecosystem
  • Collaborate closely with relevant client group owners and product-solutions stakeholders as per strategy to identify revenue opportunities
  • Equip the sector and client group teams with information to manage the sector and client group portfolios and to enable the proactive identification of growth opportunities that impact the sector and its clients
  • Stay abreast of the latest developments in research methodologies, tools, technologies, and best practices in sector and client behavior research
  • Assist with sector research that helps identify new revenue opportunities and gaps in the market
  • Manage the overall client event and marketing for the sector
  • Work alongside finance, deal teams, and the sector heads in analyzing the client MIS information across the sector (geographic regions, products, business units) and keeping the data up to date and ensuring its accuracy and relevance
  • Contribute to the strategic planning process for the sectors and client groups, providing assumptions and analysis to help shape the organization's future direction and priorities
  • Assist in driving cross-functional team collaboration and client planning
  • Work alongside deal teams on selective transactions across product groups
  • Collect and interrogate information and feedback to ensure full understanding of customer needs to deliver a quality service
  • Provide internal stakeholders with relevant information to keep them informed of products and service options
  • Review existing processes and suggest innovative ideas to improve and streamline processes to drive efficiencies in the data quality and reporting formats that can be used for decision making
  • Monitor customer feedback reports and integrate insights and correlated datapoints into respective reporting

Requirements

  • Undergraduate degree (minimum)
  • Postgraduate qualifications preferred
  • Investment Banking or finance experience

What We Offer

  • Opportunities to network and collaborate
  • Challenging work
  • Opportunities to innovate

About Us

FirstRand Bank Limited is a leading financial services provider in South Africa. We are committed to delivering exceptional service and creating opportunities for our clients and employees.

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