Wealth Management Analyst

• Control costs through awareness of impact of work and potential waste.
• Manage own costs and expenses associated with role to enhance cost effectiveness.
• Identify and escalate potential risks which may lead to increased costs.
• Adhere to standards and procedures to reduce costs.
• Identify process improvements in order to save costs.
• Adhere to predetermined operational costing within budgets in the execution of projects and work-related expenditure.
• Ensure that physical resources and equipment usage is managed in a manner that reduce financial loss and/or waste.
• Manage internal stakeholders and adhere to relevant SLA agreements.
• Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members.
• Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies.
• Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.
• Continuously strive to improve service delivery quality, productivity, turnaround time, availability, reliability and accuracy to avoid operational loss.
• Resolve client queries in accordance with operational goals and standards and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
• Propose improvements on internal processes that impacts service levels and customer satisfaction within area of accountability.
• Serve as first line of contact for clients and manage customer interactions.
• Accurately administer, plan for and complete activities within area of work in an efficient, effective and timeous manner.
• Adhere to schedules to effectively and timely perform assigned work.
• Attend (and facilitate) meetings as and when required; maintain documentation and share information with the team.
• Deliver work in an accurate manner to ensure consistent results within department.
• Draw on own knowledge and experience to identify and develop solutions that leads to improved service delivery and quality.
• Remain accountable for your own work (the exercise of judgement and discretion) in accordance with the organisational values and code of ethics.
• Comply with and adhere to identified governance and compliance standards and escalate problems for investigation and resolution.
• Continuously identify and escalate risk.
• Provide timeous reports on operations, performance and audit findings.
• Report on transactional activity progression within set guidelines to provide timely information for decision making in area of accountability.
• Plan and organise own tasks to make sure that performance objectives are met.
• Identify effective activities to address own development gaps.
• Create own development plan and review plan with team leader or manager.
• Understand which competencies and skills are required to be mastered to ensure personal development and performance.
• Keep abreast of learning opportunities, changing products and trends.

• Bachelor’s degree in:

  • Finance

  • Accounting

  • Economics

  • Business Management

• Advantageous:

  • Postgraduate qualification (e.g., Honours, PGDip, CFA)

  • RE5

  • Certifications in financial analysis, data tools, or investments

Work Experience

• 3–5 years in:

  • Wealth management

  • Investment analysis

  • Financial services

• Experience working with:

  • Advisors / portfolio managers

  • High-net-worth client environments

• Exposure to:

  • Market analysis

  • Client portfolios

  • Financial reporting

Essential skills:

• Financial analysis (portfolio performance, risk, returns)

• Data analysis (Excel, Power BI, dashboards)

• Understanding of:

  • Investment products

  • Wealth structures (trusts, portfolios, advisory models)

• Strong attention to detail

• Reporting and data interpretation

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.