Private Banking Analyst: Grow Portfolios and Clients

FirstRand Limited; Pretoria; On-site; ZAR 544,000 - 652,000; Full time

Job summary

FirstRand Limited in Pretoria is seeking a Private Banking Analyst to assist in proactively managing a portfolio of Private Wealth clients. You will support Private Bankers with analysis, research and service fulfilment to identify opportunities for banking new clients and growing existing relationships.

The role emphasises stakeholder management, reporting, and governance adherence to deliver proactive, high‑quality financial solutions and grow the client base while supporting cost containment

Responsibilities

• Assist in proactively managing a portfolio of Private Wealth clients with a team of Private Bankers through analysis, research and service fulfilment.
• Identify opportunities to bank new clients and grow existing relationships through effective stakeholder management.
• Contribute to cost containment by prudent use of work related resources and meeting service levels.
• Deliver high-quality advice and proactive financial solutions tailored to client needs based on current information and trends.
• Develop and nurture stakeholder relationships to help achieve operational objectives and grow the customer base.

Job description

FirstRand Limited in Pretoria is seeking a Private Banking Analyst to assist in proactively managing a portfolio of Private Wealth clients. You will support Private Bankers with analysis, research and service fulfilment to identify opportunities for banking new clients and growing existing relationships.

The role emphasises stakeholder management, reporting, and governance adherence to deliver proactive, high‑quality financial solutions and grow the client base while supporting cost containment