Job Description

• 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.).
• 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

Minimum Qualification:

• Bachelor’s degree in Commerce majoring in Finance, Economics, or a related field
• Relevant financial certifications (e.g, CFA, FRM) would be advantageous

Minimum Experience:

• 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’ experience in money management and advisory services