Banking Analyst

Fnbnamibia; Johannesburg; On-site; ZAR 400,000 - 650,000; Full time

Job summary

FirstRand’s FNB Private Wealth is seeking a client-centric professional to support relationship managers in delivering premium banking services to HNW and UHNW clients. The role focuses on servicing client needs, coordinating banking solutions, and maintaining regulatory standards within the wealth advisory framework.

You will assist in portfolio administration, cross-functional collaboration, and identifying opportunities for expanding client relationships.

Qualifications

• FSCA recognised qualification.
• Minimum NQF Level 7 Degree in Finance/Economics/Accounting/Commerce/Business Management or related field.
• RE5 Certificate.
• 3+ years' experience in Private Banking/Wealth Management/Financial Advisory or related banking.
• Experience servicing High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients is advantageous.

Responsibilities

• Client Service & Relationship Management: manage day-to-day banking transactions and service requests for private banking clients; respond to inquiries and provide professional banking support; build trusted relationships with HNW/UHNW clients.
• Product & Banking Solutions: implement and maintain transactional, savings, investment, and cash management solutions; facilitate foreign exchange and international payments; support digital banking adoption.
• Portfolio Administration & Compliance: monitor lending and client portfolios; track covenants, collateral, and payment schedules; prepare reports and renewals; ensure regulatory compliance.
• Business Development: identify opportunities to deepen client relationships; coordinate with specialists for wealth, lending, fiduciary and investment needs; participate in client engagement events.

Skills

Client service

Relationship management

Private banking

Portfolio management

Financial analysis

Communication

Education

NQF Level 7 Degree

RE5 Certificate

Job description

Job Description Welcome to FNB, the home of the #changeable. We design shape shifters and deliver products and services that make us incredibly proud of people that make it happen.

Role Purpose

To assist in proactively managing a portfolio of FNB Private Wealth Clients alongside a Banking Specialist, through the provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. An exciting opportunity exists for a highly professional and client-centric individual to join our Private Banking & Advisory team. The successful candidate will be responsible for delivering exceptional service to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, supporting relationship managers, managing banking solutions, and ensuring a seamless client experience across the wealth and private banking value chain.

Are you someone who can?

Client Service & Relationship Management

Manage day-to-day banking transactions and service requests for private banking clients. Respond promptly to client enquiries and provide professional banking support. Resolve account-related queries and service concerns efficiently. Deliver a premium client experience aligned to Private Banking standards. Coordinate with internal teams to ensure seamless execution of client requests. Build and maintain trusted relationships with HNW and UHNW clients.

Product & Banking Solutions

Implement and maintain transactional, savings, investment, and cash management solutions. Facilitate foreign exchange transactions and international payments. Support digital banking adoption and online banking solutions. Assist clients with lending and credit‑related requests.

Portfolio Administration & Compliance

Support the monitoring of lending and client portfolios. Track covenant compliance, collateral requirements, and payment schedules. Prepare portfolio performance and status reports. Assist with annual reviews and portfolio renewals. Ensure adherence to regulatory, compliance, and governance requirements. Maintain accurate client records and documentation.

Business Development

Support Identify opportunities to deepen client relationships. Introduce clients to specialists for wealth, lending, fiduciary, and investment requirements. Support client retention and relationship growth initiatives. Participate in client engagement and networking events.

Qualifications

You will be a match if you meet the minimum requirements; Qualifications FSCA Recognised Qualification. Minimum NQF Level 7 Degree in Finance, Economics, Accounting, Commerce, Business Management, or a related field. RE5 Certificate Experience Minimum 3 years' experience within Private Banking, Wealth Management, Financial Advisory, or a related banking environment. Experience servicing High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients will be highly advantageous.

Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 30/08/26

All 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.

FirstRand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India. Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), FirstRand Limited is the largest financial institution by market capitalisation in Africa. The group follows a multi‑branding approach. Its portfolio of financial services businesses includes FNB, RMB, WesBank, Ashburton Investments, Aldermore, MotoNovo and DirectAxis. Many are leaders in their respective segments and markets, offering transactional, lending, investment and insurance products and services The FirstRand Corporate Centre houses many of the critical functions required by a large and complex financial services group. The group's track record of delivering superior returns to shareholders has been achieved through a combination of organic growth, acquisitions, innovation and the creation of completely new businesses. The group’s purpose of delivering Shared Prosperity provides many opportunities for employees to innovate to address social and environmental challenges in our markets. All of our businesses have successful Volunteering programmes which also allow employees to adopt and support causes close to their hearts.