Client Portfolio Analyst
4 days ago
Job Description
Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.
As part of our team in FNB Commercial Sales and Service Cape Metro you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.- Deliver exceptional service through educating the client, offering an appropriate solution and ensuring the relationship is maintained.- Continuously monitor actual process turnaround times and quality standards and resolve issues speedily to enhance effective client service delivery.- Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members.- Maintain expert knowledge on relevant legislative amendments, industry best practices and business internal compliance procedures and requirements.- Accurately administer, plan for and complete activities within area of work in an efficient, effective and timeous manner.- Ensure compliance is adopted in terms of systems and procedures as laid out by business.- Develop materials and documentation including minimum standards, templates, guidelines, FAQ’s and processes.- Ensure analysis is conducted to identify business performance improvements and reengineering initiatives.- Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing trends and data.- Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities.- 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.- Have obtained 2-3 years in an Analyst role in the Commercial Banking environment- FAIS Accredited qualification (NQF level 6, 7 etc.)- Exposure to Credit Applications in Agric/Commercial space environment.- RE qualification not a must have- Credit Management exposure a must- Have experience of dealing with high level customer queries- Sales exposure a must- Are not an unrehabilitated insolvent
You will have access to:
- Opportunities to network and collaborate- A challenging working environment- Opportunities to innovate
We can be a match if you are:
- Adaptable and curious- Sales driven- Thrive in a collaborative environment- Client-centric
Job Details
17/11/24
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Cape Town, South Africa Stonehage Fleming Group Full timeAn investment management firm in Cape Town is seeking a Portfolio Analyst to support Portfolio Managers in managing client investment portfolios. This entry-level position requires a degree in Business, Economics or Investment, along with strong investment knowledge. Responsibilities include conducting client suitability assessments, preparing client...
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