Investment Banking Analyst - Cape Town, South Africa - Afrizan

Afrizan
Afrizan
Verified Company
Cape Town, South Africa

2 weeks ago

Thabo Mthembu

Posted by:

Thabo Mthembu

beBee Recruiter
Description
Our Client in the financial service industry is looking for a Private banking analyst to join their team.


Purpose:


To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.


Responsibilities:

Act responsibly with work related resources in order to contribute to cost containment.

  • Achieve expected financial targets and uphold associated service levels.
  • Deliver exceptional and high quality advice that exceeds customers' expectations through proactive, innovative and appropriate solutions.
  • Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
  • Provide sound services and recommendations based on customer and client needs, current information and trends.
  • Develop and manage key stakeholder relationships that enable achievement of operational objectives.
  • Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.
  • Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
  • Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.
  • Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
  • Compile reports that track progress and guide business to make informed decisions
  • Ensure effective management of the leads pipeline.
  • Support sales through analysis of client portfolio and proactive client engagement.
  • Contribute to innovation by finding faster and more accurate ways of working.
  • Assist with profit growth for the business through sales and acquisition of new clients.
  • Understand and market all financial services solutions within the relevant business offering.
  • Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
  • Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG.

Requirements:


  • Sales and Relationship Management Experience
  • Excellent Verbal and Written Communication
  • Matric
  • Criminal and Credit clear
  • Relevant Degree in Finance or Economics or Accounting NQF Level 7 Qualification
  • Transport Mobility
  • Preferred Qualification: FAIS accreditation required (RE5)
years' experience within a Sales/Service area of a financial environment


Job Types:
Full-time, Permanent


Salary:
R20, R30,000.00 per month


Ability to commute/relocate:

  • Cape Town,

Western Cape:
Reliably commute or planning to relocate before starting work (required)


Education:


  • Bachelors (required)

Experience:

- banking: 2 years (required)


Language:


  • English extremely well (required)

License/Certification:

  • RE5 (required)
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