Private Banking Analyst: Grow Wealth & Clients

RMB Nigeria Limited; Durban; On-site; ZAR 491,000 - 665,000; Full time

Job summary

RMB Nigeria Limited is seeking a Private Banking Analyst to assist in proactively managing a portfolio of Private Wealth Clients. You will work with a team of Private Bankers to provide analysis, research and superior service, with a focus on identifying opportunities to onboard new clients and expand existing relationships.

The role requires strong stakeholder management, sales capability, and the ability to analyse client portfolios to generate leads, while ensuring compliance with governance

Qualifications

• Experience in private banking or wealth management.
• Strong stakeholder management and sales ability.
• Ability to analyse client portfolios and generate leads.

Responsibilities

• Assist in proactively managing a portfolio of Private Wealth Clients.
• Provide analysis, research and sales and service fulfilment.
• Identify opportunities to grow the client base with creditworthy and potentially profitable customers.
• Maintain efficient administration through careful and timely planning, reporting and updating of information.
• Ensure growth and increase in customer base by managing existing clients and generating new leads.
• Support the Private Bankers in delivering high-quality service.

Skills

Portfolio management

Client relationships

Sales acumen

Job description

RMB Nigeria Limited is seeking a Private Banking Analyst to assist in proactively managing a portfolio of Private Wealth Clients. You will work with a team of Private Bankers to provide analysis, research and superior service, with a focus on identifying opportunities to onboard new clients and expand existing relationships.

The role requires strong stakeholder management, sales capability, and the ability to analyse client portfolios to generate leads, while ensuring compliance with governance