Wealth Management Analyst

4 weeks ago

Johannesburg, South Africa Rmbwestport Full time

Wealth Management Analyst

Apply to locations: Johannesburg

Time type: Full time

Posted on: 4 Days Ago

Time left to apply: End Date: October 25, 2024 (1 day left to apply)

Job requisition id: R23518

Job Description

To provide appropriate administrative and implementation support to Wealth Managers through the execution of administrative duties as per agreed standard operating procedures. To build and maintain relationships with clients, and collaborate with internal stakeholders and service providers.

- Control costs through awareness of impact of work and potential waste.
- Manage own costs and expenses associated with role to enhance cost effectiveness.
- Identify and escalate potential risks which may lead to increased costs.
- Adhere to standards and procedures to reduce costs.
- Identify process improvements in order to save costs.
- Adhere to predetermined operational costing within budgets in the execution of projects and work related expenditure.
- Ensure that physical resources and equipment usage is managed in a manner that reduces financial loss and/or waste.
- Manage internal stakeholders and adhere to relevant SLA agreements.
- Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SMEs, project managers, and senior staff members.
- Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies.
- Maintain and build relationships for purposes of expectation management, knowledge sharing, and integration.
- 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, and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
- Propose improvements on internal processes that impact service levels and customer satisfaction within the area of accountability.
- Serve as the first line of contact for clients and manage customer interactions.
- Accurately administer, plan for, and complete activities within the area of work in an efficient, effective, and timely manner.
- Adhere to schedules to effectively and timely perform assigned work.
- Attend (and facilitate) meetings as and when required; maintain documentation and share information with the team.
- Deliver work in an accurate manner to ensure consistent results within the department.
- Draw on own knowledge and experience to identify and develop solutions that lead to improved service delivery and quality.
- Remain accountable for your own work (the exercise of judgment and discretion) in accordance with the organisational values and code of ethics.
- Comply with and adhere to identified governance and compliance standards and escalate problems for investigation and resolution.
- Continuously identify and escalate risk.
- Provide timely reports on operations, performance, and audit findings.
- Report on transactional activity progression within set guidelines to provide timely information for decision making in the area of accountability.
- Plan and organise own tasks to make sure that performance objectives are met.
- Identify effective activities to address own development gaps.
- Create own development plan and review plan with team leader or manager.
- Understand which competencies and skills are required to be mastered to ensure personal development and performance.
- Keep abreast of learning opportunities, changing products, and trends.

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

25/10/24

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

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