Only for registered members
Johannesburg
ZAR 200000 - 300000
Job Overview
Business Segment: Personal & Private Banking
We are seeking a talented and analytical Segment Analyst to join our Money Management & Advisory team in Johannesburg, South Africa. In this role, you will play a crucial part in analysing market segments, customer behaviour, and financial trends to support our advisory services and drive business growth. You will provide appropriate analyses, insights, and recommendations into the development and customisation of customer value propositions (CVP) for an allocated sub-segment of Clients (e.g., Private, Prestige, Professional, etc.).
Responsibilities
- Conduct in-depth analysis of market segments and customer data to identify trends, opportunities, and risks
- Develop and maintain financial models to support money management and advisory services
- Collaborate with cross-functional teams to provide data-driven insights for strategic decision-making
- Prepare and present comprehensive reports and recommendations to senior management
- Monitor and analyse competitor activities and market dynamics
- Contribute to the development of new financial products and services tailored to specific market segments
- Ensure compliance with relevant financial regulations and internal policies
- Stay abreast of industry trends and best practices in money management and advisory services
Qualifications
- Bachelor's degree in Commerce majoring in Finance, Economics, or a related field
- Relevant financial certifications (e.g., CFA, FRM) would be advantageous
- 4 years of proven experience in financial and data analysis, market segmentation, and customer behaviour analysis
- 4 years of proven experience in the Financial Planning, Advisory or Banking industry
- 3 to 4 years of experience in money management and advisory services
Additional Information
- Adopting Practical Approaches
- Challenging Ideas
- Directing People
- Managing Tasks
- Commercial Acumen
- Strong analytical skills with the ability to work with large datasets and derive actionable insights
- In-depth knowledge of money management and advisory services
- Mind of Customer Experience
- Product and Services Knowledge
- Statistical & Mathematical Analysis
- Proficiency in financial analysis tools, statistical software, and data visualisation techniques
Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any form of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or
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