Data Analyst

Conduct structured observation of RM and ARM activities across selected Private Banking & Treasures Private Client teams.

-Record and categorise activities using predefined study templates and guidelines.

-Monitor and document time spent across client servicing, onboarding, KYC reviews, account maintenance, transaction support, business development support and administrative activities.

-Consolidate time-motion study data collected from participating RMs and ARMs.

-Ensure all data collection is objective, accurate, consistent and confidential.

-Liaise with Business Management, CSMs, RMs and ARMs to coordinate observation schedules and data collection activities.

-Maintain complete and accurate records of observations, activity logs and supporting documentation.

Requirements:

-Diploma or Degree holder.

-2-5 years of experience in Private Banking, Wealth Management, Banking Operations or Financial Services preferred.

-Strong attention to detail and documentation skills.

-Proficient in Microsoft Excel and Microsoft Office applications.

-Ability to handle sensitive and confidential information with discretion.

-Strong communication and stakeholder engagement skills.

-Objective, professional and independent in conducting observations and data collection.

-Ability to work across multiple teams and manage assignments within agreed timelines.

Thanks, and Best Regards

Lini

Recruitment Consultant

R22108463