Job Description

Purpose of the role
To support PBWM with day-to-day processing, reviewing, reporting, and issue resolution.

Accountabilities
Support with day-to-day Private Bank and Wealth Management initiatives including processing, reviewing, reporting, and issue resolution with regards to accounts, products and services.
Support the management of the banks client relations to clearly identify their needs and provide a service that meets expectations.
Collaboration with teams across the bank to align and integrate Private Bank and Wealth Management processes.
Identification of areas for improvement and providing recommendations for change in Private Bank and Wealth Management processes.
Development and implementation of Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency.
Development of reports and presentations on Private Bank and Wealth Management performance and communicate findings to internal senior stakeholders.




Identification of industry trends and developments to implement best practice in Private Bank and Wealth Management Services.
Participation in projects and initiatives to improve Private Bank and Wealth Management efficiency and effectiveness.

Analyst Expectations
To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
Requires in-depth technical knowledge and experience in their assigned area of expertise
Thorough understanding of the underlying principles and concepts within the area of expertise
They lead and supervise a team, guiding and supporting career development, allocating work requirements and coordinating team resources.
If the position has leadership responsibilities, People Leaders are expected to demonstrate a explicit set of leadership behaviours to create an setting for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Li

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