To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfillment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management

DESCRIPTION
Improve cost effectiveness Identify solutions to increase cost effectiveness and enhance operational efficiencies within portfolio
Achievement of Sales Targets Proactively drive achievement of sales targets in line with team targets and broader sales strategy
Perspective: Client Services
Generic (an output or deliverable)
DESCRIPTION
Client Retention Provide sales support efficiencies and services to ensure retention of clients
Product Offerings and Solutions
Market all Financial Services Solutions
Campaign Management Successfully implement, track and report on Client Campaigns and initiatives
Growth of Active Customer
Account Base
Manage the growth of active customer account base to increase client base
and revenue
Service Delivery Deliver exceptional service that exceeds client expectations through
proactive, innovative and appropriate solutions
Research and Analytics Initiate and manage client research, data mining and quantitative analysis
with a view to providing client intelligence and identifying opportunities for portfolio growth
Provision of Product and Service knowledge
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.
Query Resolution Resolve all customer queries efficiently, and within agreed timelines.
Service Delivery Deliver exceptional service that exceeds customers' expectations through
proactive, innovative and appropriate solutions
Maximise cross sell opportunities
Proactively maximise cross sell opportunities through all forms of client engagement while in the process of servicing customers
Lead Conversion Convert leads into successful sales. Achieve individual targets set to
appropriate business area or sales plan
Lead Generation Source and refer new leads through client interactions Increase customer migration to electronic channels
Improve service efficiencies for the bank through identifying opportunities,
suggesting relevant solutions and migrating clients onto electronic platforms
Perspective: Process
Generic (an output or deliverable)
DESCRIPTION
Sales & Service Stats Provide and track accurate and reliable sales and service statistics
Sales Co-ordination Provide an efficient client focused administrative service through careful
planning, reporting and updating of all related information to ensure that client expectations are met
Achievement of Sales Team
Efficiencies
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
Risk and Compliance
Management
Ensure adherence to relevant processes and compliance to legislative and audit requirements
Manage leads pipeline Capture and maintain qualified leads onto the leads management system,
and maintain on a daily basis.
Innovation Participate in the innovation process in the business and contribute toward
new innovations against objectives
Perspective: People Generic (an output or deliverable)
DESCRIPTION
3 Organisational Design
Role: Private Banking Analyst
Self Development Continuously assess own performance, seek timely and clear feedback and
request training where appropriate
Team Collaboration Participate and contribute to a development culture where information
regarding successes, issues, trends and ideas are actively shared
COMPETENCIES (Min 7 / Max 10)
Name of Competency Proficiency Level
Technical|Dealmaking Uses relevant products to negotiate profitable deals and grow the business.
Technical|Pipeline
Management
Provision of an efficient sales administration through effective use of system, careful planning, processing of applications, maintaining of customer status and key information.
Technical|Sales Support Effective after sales services to ensure customer satisfaction, promote the brand and growing the business.
Technical|Product Knowledge Demonstrates the knowledge and understanding of relevant products, including features and benefits.
Cognitive|Analysis And Attention To Detail
The ability to be systematic and rule orientated in gathering, reviewing and evaluating data from a variety of perspectives; includes the ability to work with precision and highlight inconsistencies and inaccuracies in detailed information
Communication|Verbal And Written Communication (inc. Listening)
The capacity to listen attentively, present information clearly and concisely and respond appropriately to the verbal and written communications of others. This includes the ability to regulate delivery in response to the needs of a target audience
Cognitive|Problem Solving Cuts to the core of issues and applies effective analysis, logic and creativity to identify and implement solutions
Intrapersonal|Drive And Results Orientation
Is a self-starter and originator who maintains high levels of activity and produces a consistently high quality output within agreed deadlines. Prompt and proactive in driving for results and sets demanding goals for self and others
Functional|Process And Technological Competence
Utilises, identifies, enhances and leverages processes and technologies to meet business needs
Intrapersonal Flexibility Accepts change and new ideas and adapts to changing requirements
Intrapersonal Ethical
Judgement
Maintains social, ethical and organisational values, firmly adhering to codes of conduct and ethical principles

Required Qualification
? Relevant Degree

Preferred Qualification
? Degree in Finance and/or Economics third year Accounting
? FAIS accreditation required (RE)

Professional Registrations
Experience
? Preferred 2 - 3 years experience within a Sales/Service area of a financial environment