Wealth Management Analyst

FirstRand

Client relationship management
Operational efficiency
Cost control awareness
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

  • Client relationship management
  • Operational efficiency
  • Cost control awareness
  • Stakeholder management
  • Service delivery quality

Nice-to-have

  • Proactive problem solving
  • Continuous improvement mindset
  • Objective working relationships
  • Knowledge sharing and integration

Key Requirements

  • Adherence to governance and compliance standards
  • Risk identification and escalation
  • Personal development planning

Work Rights

Not specified

Tailored Resume

Cover Letter