{"id":1739921,"url":"https://alion.io/job/firstrand-wealth-management-analyst","title":"Wealth Management Analyst","company":{"id":4436,"name":"FirstRand","domain":"firstrand.co.za","url":"https://alion.io/company/firstrand","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":null},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Bloemfontein, South Africa"],"countries":["ZA"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":17500,"max_usd":46000,"period":"year","method":"role_country_seniority_unknown","sample_n":101},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[{"name":"Power BI","optional":false},{"name":"SLI/SLO/SLA","optional":false}],"status":"live","first_seen_at":"2026-10-02T00:00:00Z","employer_posted_date":"2026-10-02","last_verified_at":"2026-10-11T02:49:44Z","board_verified":true,"closed_at":null,"days_open":9,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":9},"description":"Job Description\nDeliver structured administrative and operational support to Wealth Managers by performing tasks aligned with standard operating procedures. Maintain effective client relationships and coordinate with internal teams and external service providers to ensure consistent service quality and operational efficiency.Control costs through awareness of impact of work and potential waste.\nManage own costs and expenses associated with role to enhance cost effectiveness.\nIdentify and escalate potential risks which may lead to increased costs.\nAdhere to standards and procedures to reduce costs.\nIdentify process improvements in order to save costs.\nAdhere to predetermined operational costing within budgets in the execution of projects and work-related expenditure.\nEnsure that physical resources and equipment usage is managed in a manner that reduce financial loss and/or waste.\nManage internal stakeholders and adhere to relevant SLA agreements.\nCultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members.\nBuild and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies.\nMaintain and build relationships for purposes of expectation management, knowledge sharing and integration.\nContinuously strive to improve service delivery quality, productivity, turnaround time, availability, reliability and accuracy to avoid operational loss.\nResolve 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.\nPropose improvements on internal processes that impacts service levels and customer satisfaction within area of accountability.\nServe as first line of contact for clients and manage customer interactions.\nAccurately administer, plan for and complete activities within area of work in an efficient, effective and timeous manner.\nAdhere to schedules to effectively and timely perform assigned work.\nAttend (and facilitate) meetings as and when required; maintain documentation and share information with the team.\nDeliver work in an accurate manner to ensure consistent results within department.\nDraw on own knowledge and experience to identify and develop solutions that leads to improved service delivery and quality.\nRemain accountable for your own work (the exercise of judgement and discretion) in accordance with the organisational values and code of ethics.\nComply with and adhere to identified governance and compliance standards and escalate problems for investigation and resolution.\nContinuously identify and escalate risk.\nProvide timeous reports on operations, performance and audit findings.\nReport on transactional activity progression within set guidelines to provide timely information for decision making in area of accountability.\nPlan and organise own tasks to make sure that performance objectives are met.\nIdentify effective activities to address own development gaps.\nCreate own development plan and review plan with team leader or manager.\nUnderstand which competencies and skills are required to be mastered to ensure personal development and performance.\nKeep abreast of learning opportunities, changing products and trends.\nEducation & Qualifications\nBachelor’s degree in:\nFinance\n\nAccounting\n\nEconomics\n\nBusiness Management\n\nAdvantageous:\nPostgraduate qualification (e.g., Honours, PGDip, CFA)\n\nRE5\n\nCertifications in financial analysis, data tools, or investments\n\nWork Experience\n3-5 years in:\nWealth management\n\nInvestment analysis\n\nFinancial services\n\nExperience working with:\nAdvisors / portfolio managers\n\nHigh-net-worth client environments\n\nExposure to:\nMarket analysis\n\nClient portfolios\n\nFinancial reporting\n\nEssential skills:\nFinancial analysis (portfolio performance, risk, returns)\n\nData analysis (Excel, Power BI, dashboards)\n\nUnderstanding of:\nInvestment products\n\nWealth structures (trusts, portfolios, advisory models)\n\nStrong attention to detail\n\nReporting and data interpretation\n\nImportant Closing Date Note\nTake note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.\n06/10/26All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.","description_format":"text","description_chars":4739,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-10-03T02:30:53Z"}],"visa":[],"liveness":{"score":71,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.785,"p_room":0.9,"age_days":8,"expected_fill_days":20,"reasons":["conf:7","velocity","win:mid","comp:brand"],"computed_at":"2026-10-10T05:45:15Z"},"pay":null,"html_url":"https://alion.io/job/firstrand-wealth-management-analyst","json_url":"https://alion.io/job/firstrand-wealth-management-analyst.json","meta":{"generated_at":"2026-10-11T03:24:24Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler","counted_by":"address","units_charged":1,"used_today":1061,"day_limit":5000,"remaining_today":3939,"minute_limit":60,"resets_at":"2026-10-12T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4436},"rest":"https://alion.io/mcp/rest/get_company?id=4436"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ffirstrand-wealth-management-analyst"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ffirstrand-wealth-management-analyst"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ffirstrand-wealth-management-analyst"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/firstrand-wealth-management-analyst\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ffirstrand-wealth-management-analyst"}]}