Banking Analyst - CapeTown, South Africa - Nedbank

Description

Requisition Details & Talent Acquisition Contact

REQ: 132864

Location: V & A Waterfront

Talent Acquisition Consultant: Lerato Sithole

Cluster: Nedbank Wealth

Closing Date: 23 April 2024

Job Family

Career Stream

Leadership Pipeline

FAIS Affected

Job Purpose

• To provide sales support services to private bankers and high net worth clients

Job Responsibilities

• Build relationships with private bankers.
• Be aware of all sales written to target at any point in time.
• Identify leads, cross sell and up sell opportunities.
• Keep track of deals in the pipeline. Follow up on inflows and outflows.
• Ensure that information pertaining to private bankers are accurate on all systems.
• Build relationships with clients and gain an in depth understanding of their private banking needs.
• Ensure that accurate client data is maintained on all systems.
• Support the completion of quality client reviews timeously.
• Comply with all regulatory operational procedures.
• Manage risk by following the authentication process.
• Support the client experience by adhering to the onboarding, maintenance and offboarding client processes.
• Meet internal service level agreements.
• Manage risk by protecting client confidentiality through compliance with Protection of Personal Information Act.
• Comply with standards, policies and procedures prior to submitting to the operational teams for vetting.
• Recommend improvements to processes and standard operating procedures.
• Ensure that own contribution and participation contributes to the achievement of team goals.
• Create and manage own career through guidance and support of management, department and colleagues.
• Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers.
• Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced, and certifications obtained and/or maintained within specified time frames.
• Understand and embrace the Nedbank Vision and Values by demonstrating the values through interaction with team and stakeholders.
• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (for example: staff surveys).
• Participate and support corporate social responsibility initiatives for the achievement of business strategy.

Minimum Experience Level

• 1-3 years experience in a client relationship role in financial industry
  
  

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate
  

Preferred Qualification

• Certificate: Banking.
• RE5

Technical / Professional Knowledge

• Microsoft Office
  
• Administrative procedures and systems
  
• Data analysis
  
• Business writing skills
  
• Relevant regulatory knowledge
  

Behavioural Competencies

• Building Customer Loyalty
  
• Initiating Action
  
• Applied Learning
  
• Communication
  
• Technical/Professional Knowledge and Skills
  
• Managing Work
  

Disclaimer

Preference will be given to candidates from the underrepresented groups

Please contact the Nedbank Recruiting Team at