Client Analyst

at  Nedbank

ESSENTIAL QUALIFICATIONS

Advanced Diplomas/National 1st Degrees

PREFERRED QUALIFICATIONS

Honours, CA(SA)/CFA

MINIMUM EXPERIENCE

0 - 3 years experience in a financial services/corporate environment

TECHNICAL/PROFESSIONAL KNOWLEDGE

• Business principles
• Business terms and definitions
• Business writing
• Data analysis
• Governance, Risk and Controls
• Industry trends
• Microsoft Office
• Principles of project management
• Relevant regulatory knowledge
• Oral and written communication techniques

JOB PURPOSE

To assist the Client Coverage team to create and increase revenue and economic profit from existing and new clients, through supporting their collaboration across other Coverage teams and the relevant product areas of Nedbank clusters.

JOB RESPONSIBILITIES

• Develop a deep industry knowledge in the relevant portfolio sectors.
• Regularly conduct media analysis and keep abreast of legislation and other industry changes to identify business leads or potential risks to the client base.
• Full administration of the client engagement model as applied through Client Service Team meetings, Sector Forums and Origination Forums.
• Provide active support to the Client Service Teams and the Sector Forum to which you are allocated and contribute towards submissions on business and sales strategy to the Origination Forum (CIB Exco).
• Conducting a strategic analysis of the client, incorporating historical financial analysis, financial modelling & debt scoping with related commentary, industry & competitor analysis.
• Assist in the preparation of high-quality presentations and proposals to clients and various internal forums within specified timelines by planning, scheduling, researching & gathering information, managing own time, reviewing own work and preparing in advance.
• Deploy internal MIS tools to regularly conduct client financial contribution and sector portfolio performance analysis, and generate ideas to increase revenue by identifying trends, revenue leakage and opportunities for product penetration.
• Support the building and maintaining of external and internal stakeholder relationships through engagement, understanding and delivering solutions consistently to meet client needs.
• Attend to client and product-onboarding, FICA reviews, and the compilation and presentation of EDDs.
• Ensure the timely resolution of client queries and assist the Bankers in maintaining client relationships.
• Support team initiatives by providing multidisciplinary solutions to clients and refining & enhancing coverage.