Graduate Junior Analyst - Private Banking

Role Overview:

Assist with profit growth for the business through sales and acquisition of new clients.

Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.

Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.

Support sales through analysis of client portfolio and pro-active client engagement.

Provide sound services and recommendations based on customer and client needs, current information and trends.

Compile reports that track progress and guide business to make informed decisions

Achieve expected financial targets and uphold associated service levels.

Develop and manage key stakeholder relationships that enable achievement of operational objectives.

Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.

Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.

Ensure effective management of the leads pipeline.

Understand and market all financial services solutions within the relevant business offering.

Continuously assess own performance, seek timely and clear feedback and request training where appropriate.

Act responsibly with work related resources in order to contribute to cost containment.

Skills & Qualifications:

Have a relevant Degree in Finance or Economics or Accounting.

Completed your RE5 qualification.

Have 2 - 3 years' experience within a Sales/Service area of a banking / financial environment.