Job Description:
Private Banking Analyst
Introduction
Assist in proactively managing a portfolio for a top financial group as a Private Banking Analyst. Under this role, you will proactively drive achievement of sales targets in line with team targets and broader sales strategy.
Description
Provide sales support efficiencies and services to ensure retention of clients
Successfully implement, track and report on Client Campaigns and initiatives
Manage the growth of active customer account base to increase client base and revenue
Deliver exceptional service that exceeds client expectations through proactive, innovative and appropriate solutions
Initiate and manage client research, data mining and quantitative analysis with a view to providing client intelligence and identifying opportunities for portfolio growth
Educate clients on bank products and services in order to drive and achieve migration of clients to e-platforms as well as achievement of relevant growth targets
Resolve all customer queries efficiently, and within agreed timelines
Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions
Proactively maximise cross sell opportunities through all forms of client engagement while in the process of servicing customers
Convert leads into successful sales. Achieve individual targets set to appropriate business area or sales plan
Source and refer new leads through client interactions
Improve service efficiencies for the bank through identifying opportunities, suggesting relevant solutions and migrating clients onto electronic platforms
Provide and track accurate and reliable sales and service statistics
Provide an efficient client focused administrative service through careful planning, reporting and updating of all related information to ensure that client expectations are met
Assist to track, control and influence sales activities to increase efficiencies and client delivery. Manage the internal client related activities to ensure that the Private Banker's time is optimized at all times to increase sales and client profitability
Ensure adherence to relevant processes and compliance to legislative and audit requirements
Capture and maintain qualified leads onto the leads management system and maintain on a daily basis
Participate in the innovation process in the business and contribute toward new innovations against objectives
Profile
Relevant Degree
Degree in Finance and/or Economics third year Accounting
FAIS accreditation required (RE)
Preferred 2 - 3 years' experience within a Sales / Service area of a financial environment