Data Analyst
Description
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