Client Analyst

Details of the offer

Job Purpose


To assist the Client Coverage team to create and increase revenue and economic profit from existing and new clients, through supporting their collaboration across other Coverage teams and the relevant product areas of Nedbank clusters.




Job Responsibilities



Develop a deep industry knowledge in the relevant portfolio sectors.
Regularly conduct media analysis and keep abreast of legislation and other industry changes to identify business leads or potential risks to the client base.
Full administration of the client engagement model as applied through Client Service Team meetings, Sector Forums and Origination Forums.
Provide active support to the Client Service Teams and the Sector Forum to which you are allocated and contribute towards submissions on business and sales strategy to the Origination Forum (CIB Exco).
Conducting a strategic analysis of the client, incorporating historical financial analysis, financial modelling & debt scoping with related commentary, industry & competitor analysis.
Assist in the preparation of high-quality presentations and proposals to clients and various internal forums within specified timelines by planning, scheduling, researching & gathering information, managing own time, reviewing own work and preparing in advance.
Deploy internal MIS tools to regularly conduct client financial contribution and sector portfolio performance analysis, and generate ideas to increase revenue by identifying trends, revenue leakage and opportunities for product penetration.
Support the building and maintaining of external and internal stakeholder relationships through engagement, understanding and delivering solutions consistently to meet client needs.
Attend to client and product-onboarding, FICA reviews, and the compilation and presentation of EDDs.
Ensure the timely resolution of client queries and assist the Bankers in maintaining client relationships.
Support team initiatives by providing multidisciplinary solutions to clients and refining & enhancing coverage.





Essential Qualifications


Advanced Diplomas/National 1st Degrees




Preferred Qualifications


Honours, CA(SA)/CFA




Minimum Experience


0 - 3 years experience in a financial services/corporate environment




Type of Exposure



Identify and Developing ways to minimize risks
Assisting stakeholders to obtain buy-in for concepts and ideas
Sharing information in different ways to increase stakeholders understanding
Brainstorming ways of improving a product or situation
Challenging the status quo with a view to improving the environment or peoples understanding
Understanding stakeholder needs
Working with a group to identify alternative solutions to a problem.
Analysing and interpreting quantitative and qualitative data
Managing multiple transactions
Identifying trends





Technical/Professional Knowledge



Business principles
Business terms and definitions
Business writing
Data analysis
Governance, Risk and Controls
Industry trends
Microsoft Office
Principles of project management
Relevant regulatory knowledge
Oral and written communication techniques





Behavioural Competencies



Communication
Continuous Learning
Collaborating
Stress Tolerance
Quality Orientation
Technical/Professional Knowledge and Skills





Employment Equity Statement


Preference will be given to candidates from underrepresented groups.




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Please contact the Nedbank Recruiting Team at +27 860 555 566


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Nominal Salary: To be agreed

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