Wealth Management Analyst-1

Fnb; Pretoria; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading bank is seeking an entry-level candidate in Pretoria to provide administrative support to Wealth Managers. The ideal candidate will build relationships with clients and manage resources efficiently to control costs. Responsibilities include resolving client queries, managing internal stakeholder relationships, and proposing process improvement ideas. This is a full-time role with growth opportunities in the finance and sales sector.

Qualifications

• Ability to provide administrative support and manage resources effectively.
• Strong relationship-building skills with clients and stakeholders.
• Excellent communication skills to resolve client queries.

Responsibilities

• Provide administrative and implementation support to Wealth Managers.
• Build and maintain relationships with clients and internal stakeholders.
• Control costs and manage expenses effectively.

Job description

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 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 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, 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 escape 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 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 lead 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 elevate problems for investigation and resolution.

Continuously identify and elevate 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 ensure 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.

Closing Date : 28 / 10 / 25

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.

Candidates may disclose their disability information on a voluntary basis.

The Bank will keep this information confidential unless required by law to disclose to other parties.

Seniority Level

Entry level

Employment Type

Full-time

Job Function

Finance and Sales

Industries

Banking

Location

Pretoria, Gauteng, South Africa