Private Banking Analyst Private Clients D

about us

make a promise
be deeply invested
value our differences
build trust, not territory
have courage
always do the right thing
stay curious and you have one simple goal: to improve the lives of customers through simple, effective solutions that meet their needs, contact us today and join a winning team. All appointments will be made in line with the Bank’s Employment Equity plan The Bank actively supports the recruitment and advancement of individuals with disabilities. We recommend that candidates be encouraged to declare their disability and consult the Bank should they require reasonable accommodation.
purpose

To assist in proactively managing a portfolio of clients with a team of Private Bankers through provision of analysis, research and sales and service fulfillment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.experience and qualifications

Minimum Qualification - Relevant diploma in Finance or Accounting
Experience - 2 to 3 years experience within a Sales/Service area of a financial environment
Person must not be an unrehabilitated insolvent