Wealth Management Analyst

RMB

Structured administrative and operational support
Maintain effective client relationships
Coordinate with internal and external teams
Deliver structured administrative and operational support to Wealth Managers by performing tasks aligned with standard operating procedures

Job Summary

  • 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.
  • Continuously strive to improve service delivery quality, productivity, turnaround time, availability, reliability and accuracy to avoid operational loss.

Matching Summary

Deliver structured administrative and operational support to Wealth Managers by performing tasks aligned with standard operating procedures.

Skills & Requirements

Must-have

  • Structured administrative and operational support
  • Maintain effective client relationships
  • Coordinate with internal and external teams
  • Cost control and awareness
  • Manage own costs and expenses
  • Identify and escalate potential risks
  • Adhere to standards and procedures
  • Identify process improvements
  • Manage internal stakeholders
  • Adhere to relevant SLA agreements
  • Cultivate and manage objective working relationships
  • Build and sustain collaborative working relationships
  • Maintain and build relationships
  • Continuously strive to improve service delivery
  • Resolve client queries
  • Propose improvements on internal processes
  • Serve as first line of contact for clients
  • Accurately administer, plan and complete activities
  • Adhere to schedules
  • Attend and facilitate meetings
  • Deliver work in an accurate manner
  • Draw on own knowledge and experience
  • Remain accountable for your own work
  • Comply with governance and compliance standards
  • Provide timeous reports on operations
  • Report on transactional activity progression
  • Plan and organise own tasks
  • Identify effective activities for development
  • Create own development plan
  • Understand required competencies and skills
  • Keep abreast of learning opportunities

Nice-to-have

  • Enhance cost effectiveness
  • Enhance client experience
  • Achieve productivity synergies
  • Knowledge sharing and integration
  • Avoid operational loss
  • Prompt and effective resolution
  • Customer satisfaction
  • Personal development and performance

Key Requirements

  • Adherence to FirstRand Group’s Employment Equity plan
  • Support for recruitment and advancement of individuals with disabilities

Work Rights

Not specified

Tailored Resume

Cover Letter