Wealth Management Analyst Apply locations: Johannesburg Time Type: Full time Posted on: Posted Yesterday Job Requisition ID: R19282 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 escalate 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, SMEs, 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 escalate 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 the 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 judgment and discretion) in accordance with the organizational values and code of ethics. Comply with and adhere to identified governance and compliance standards and escalate problems for investigation and resolution. Continuously identify and escalate 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 organize 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 ensure personal development and performance. Keep abreast of learning opportunities, changing products, and trends. Job Details Application Closing Date: 23/08/24 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 their 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. Introduce Yourself Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match. Should you have any queries, please log it via MyQ. About Us Serving retail and commercial customers, FNB is so much more than a bank, offering life and short-term insurance, innovative savings and investment products, and a digital universe of solutions that help customers navigate challenges and opportunities of everyday life. It has a market-leading app and a globally recognised rewards system in eBucks. FNB has won multiple awards, including the Strongest Banking Brand in the World in the Brand Finance Banking 500 2023 report. FNB represents multiple opportunities for you to build an exciting and rewarding career, especially if you want to change people's lives in an authentic, profound, and sustainable way.
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