Banking Analyst

Job Facts

Minimum Requirements

• FSCA Recognised Qualification.
• Minimum NQF Level 7 Degree in Finance, Economics, Accounting, Commerce, Business Management, or a related field.
• RE5 Certificate
• Minimum 3 years' experience within Private Banking, Wealth Management, Financial Advisory, or a related banking environment.
• servicing High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients will be highly advantageous.

Responsibilities

• Manage day-to-day banking transactions and service requests for private banking clients.
• Respond promptly to client enquiries and provide professional banking support.
• Resolve account-related queries and service concerns efficiently.
• Deliver a premium client experience aligned to Private Banking standards.
• Coordinate with internal teams to ensure seamless execution of client requests.
• Build and maintain trusted relationships with HNW and UHNW clients.
• Implement and maintain transactional, savings, investment, and cash management solutions.
• Facilitate foreign exchange transactions and international payments.
• Support digital banking adoption and online banking solutions.
• Assist clients with lending and credit-related requests.
• Support the monitoring of lending and client portfolios.
• Track covenant compliance, collateral requirements, and payment schedules.
• Prepare portfolio performance and status reports.
• Assist with annual reviews and portfolio renewals.
• Ensure adherence to regulatory, compliance, and governance requirements.
• Maintain accurate client records and documentation.
• Identify opportunities to deepen client relationships.
• Introduce clients to specialists for wealth, lending, fiduciary, and investment requirements.
• Support client retention and relationship growth initiatives.
• Participate in client engagement and networking events.