Private Banking Analyst Private Wealth

Private Banking Analyst Private Wealth
Job DescriptionTo assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through analysis, research, and sales and service fulfillment.
The goal is to identify additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
ResponsibilitiesContribute to a culture of service excellence, building positive relationships and providing opportunities for feedback and exceptional service.Understand and market all financial services solutions within the relevant business offering.Assist with profit growth for the business.Manage the leads pipeline effectively.Develop and nurture collaborative relationships across the organization.Continuously assess performance, seek feedback, and request training when needed.Innovate by finding faster and more accurate ways of working.Provide efficient administration through careful planning, reporting, and updating relevant information.Develop and manage key stakeholder relationships to achieve operational objectives.Deliver high-quality, proactive, and innovative customer service that exceeds expectations.Use resources responsibly to contribute to cost containment.Grow the customer base by managing existing clients, generating new leads, and increasing active accounts.Comply with statutory, legislative, policy, and governance requirements.Provide sound advice based on customer needs, current information, and trends.Achieve financial targets and maintain service levels.Candidate RequirementsMinimum Qualification: RE5 Certificate with a Degree NQF7 in Finance or Accounting.Experience: 2-3 years in sales/service within a financial environment.Must not be unrehabilitated insolvent.BenefitsNetworking and collaboration opportunities.Challenging opportunities to innovate.Ideal Candidate TraitsCurious and courageous, driven to learn and master skills.Focus on growth and increasing the customer base.Compliant with relevant policies and regulations.Job DetailsApplication deadline: 14/06/2025
All appointments aligned with FirstRand Group's Employment Equity plan.
Disability disclosure is voluntary and confidential.

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