À propos de ce poste Banking Analyst UHNW chez FirstRand
FirstRand · Sur site · Durban
Job Description
To provide high-touch operational and administrative support to Banking Specialist serving UHNW clients. The Banking Analyst ensures exceptional client service delivery, focusing on day-to-day banking needs while supporting the broader wealth management relationship.Client Service
- Managing routine banking transactions and service requests for assigned clients
- Responding promptly to client inquiries related to banking products
- Resolving account issues and service concerns
- Ensuring premium service delivery that meets private bank standards
- Coordinating with operations teams for complex transactions
Product Delivery
- Implementing standard banking solutions (checking/savings accounts, CDs, etc.)
- Processing basic credit requests within predefined parameters
- Setting up cash management services for clients
- Assisting with foreign currency transactions and international wire transfers
- Facilitating online/mobile banking setup and support
Documentation & Compliance
- Assist in monitoring existing loan portfolios
- Track loan covenant compliance and payment schedules
- Prepare regular portfolio status reports
- Monitor collateral valuations and margin requirements
- Support annual loan reviews and renewals
Relationship Support
- Working under the guidance of senior relationship managers
- Handling administrative aspects of client relationships
- Preparing documentation for client meetings
- Following up on action items from client interactions
- Maintaining accurate client records in CRM systems
Business Development (Limited)
- Identifying opportunities for additional banking services
- Making introductions to specialists for complex need
- Participating in client appreciation events
- Supporting retention efforts through excellent service
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We look forward to engaging with you further. Apply now!
Important Closing Date Note
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
19/09/26All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
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