Wealth Management Analyst

FirstRand Limited; Bloemfontein; On-site; ZAR 420,000 - 600,000; Full time

Job summary

FirstRand Limited is seeking an analyst to provide structured administrative and operational support to Wealth Managers in South Africa. You will manage client relationships, coordinate with internal teams and service providers, and focus on cost awareness and process improvements to deliver high-quality service.

The role requires 3–5 years in wealth management or related financial services, with a Bachelor’s degree in finance/accounting/economics/business management and potentially postgraduate

Qualifications

• Bachelor's degree is required; study areas include finance, accounting, economics or business management.
• Postgraduate qualification is advantageous.
• RE5 certification in financial analysis, data tools or investments is a plus.
• 3–5 years in wealth management or related financial services.
• Experience with advisors/portfolio managers and high-net-worth clients.

Responsibilities

• Deliver structured administrative and operational support to Wealth Managers.
• Maintain client relationships and coordinate with internal teams and external service providers.
• Monitor costs and identify opportunities to reduce waste and improve efficiency.
• Adhere to SOPs and SLAs while managing risks and escalation where needed.
• Produce timely reports on operations, performance and audit findings.
• Plan, organize and execute tasks to meet objectives and deadlines.

Skills

Financial analysis

Data analysis

Investment products understanding

Wealth structures

Attention to detail

Reporting and data interpretation

Education

Bachelor’s degree in Finance Accounting Economics Business Management

Postgraduate qualification (Honours, PGDip, CFA)

RE5 Certifications in financial analysis, data tools, or investments

Tools

Excel

Power BI

Job description

Job Description Deliver structured administrative and operational support to Wealth Managers by performing tasks aligned with standard operating procedures. Maintain effective client relationships and coordinate with internal teams and external service providers to ensure consistent service quality and operational efficiency. 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 escape 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 reduce 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, SME’s, 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 elevate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience. Propose improvements on internal processes that impacts service levels and customer satisfaction within area of accountability. Serve as first line of contact for clients and manage customer interactions. Accurately administer, plan for and complete activities within 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 department. Draw on own knowledge and experience to identify and develop solutions that leads to improved service delivery and quality. Remain accountable for your own work (the exercise of judgement and discretion) in accordance with the organisational values and code of ethics. Comply with and adhere to identified governance and compliance standards and accelerate problems for investigation and resolution. Continuously identify and esckale 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 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 enforce personal development and performance. Keep abreast of learning opportunities, changing products and trends.

Education & Qualifications

Bachelor’s degree in: Finance Accounting Economics Business Management Advantageous: Postgraduate qualification (e.g., Honours, PGDip, CFA) RE5 Certifications in financial analysis, data tools, or investments

Work Experience

3–5 years in: Wealth management Investment analysis Financial services Experience working with: Advisors / portfolio managers High-net-worth client environments Exposure to: Market analysis Client portfolios Financial reporting

Essential skills

• Financial analysis (portfolio performance, risk, returns)
• Data analysis (Excel, Power BI, dashboards)
• Understanding of: Investment products
• Wealth structures (trusts, portfolios, advisory models)
• Strong attention to detail
• Reporting and data interpretation

Important Closing Date Note Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 09/09/26

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 the 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.

FirstRand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India. Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), FirstRand Limited is the largest financial institution by market capitalisation in Africa.

The group follows a multi-branding approach. Its portfolio of financial services businesses includes FNB, RMB, WesBank, Ashburton Investments, Aldermore, MotoNovo and DirectAxis. Many are leaders in their respective segments and markets, offering transactional, lending, investment and insurance products and services.

The FirstRand Corporate Centre houses many of the critical functions required by a large and complex financial services group. The group's track record of delivering superior returns to shareholders has been achieved through a combination of organic growth, acquisitions, innovation and the creation of completely new businesses. The group’s purpose of delivering Shared Prosperity provides many opportunities for employees to innovate to address social and environmental challenges in our markets. All of our businesses have successful Volunteering programmes which also allow employees to adopt and support causes close to their hearts.