Private Banking Analyst
3 hours ago
Job Summary
We are seeking a highly skilled and experienced Private Banking Analyst to join our team at FirstRand Group. As a key member of our Private Banking team, you will be responsible for providing analysis, research, sales, and service fulfillment to our affluent clients.
Key Responsibilities
- Contribute to a culture of service excellence, building positive relationships and providing opportunities for feedback and exceptional service.
- Understand and market all financial services solutions within the relevant business offering.
- Assist with profit growth for the business through effective management of the leads pipeline.
- Develop, encourage, and nurture collaborative relationships across the FRG.
- Continuously assess own performance, seek timely and clear feedback, and request training where appropriate.
- Contribute to innovation by finding faster and more accurate ways of working.
- Provide an efficient administration service through careful and timeous planning, reporting, and updating of all relevant information.
- Develop and manage key stakeholder relationships that enable achievement of operational objectives.
- Deliver exceptional and high-quality service that exceeds customers' expectations through proactive, innovative, and appropriate solutions.
- Act responsibly with work-related resources in order to contribute to cost containment.
- Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads, and grows active customer account base.
- Comply with relevant statutory, legislative, policy, and governance requirements as well as set processes and procedures related to the area of specialization.
- Provide sound services and recommendations based on customer and client needs, current information, and trends.
- Achieve expected financial targets and uphold associated service levels.
About Us
FirstRand Group is committed to the recruitment and advancement of individuals with disabilities. We strive to create a diverse and inclusive work environment that values and respects the contributions of all employees.
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