Private Banking Analyst: Growth & Client Advisory

FirstRand Bank India; Pretoria; On-site; ZAR 600,000 - 900,000; Full time

Job summary

FirstRand Bank India is seeking a suited professional to proactively manage a portfolio of Private Wealth Clients alongside a team of Private Bankers, providing analysis, research and sales fulfilment to identify new opportunities and expand existing relationships.

The role emphasizes delivering high-quality, proactive financial advice, stakeholder engagement and growth of the customer base while meeting service levels and governance standards.

Qualifications

• Assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers.
• Deliver high-quality advice and proactive solutions that meet customer needs.
• Develop stakeholder relationships to achieve operational objectives.
• Identify opportunities to expand the customer base with creditworthy clients.

Responsibilities

• Achieve financial targets while maintaining service levels.
• Provide sound services and recommendations based on client needs and trends.
• Maintain and grow the leads pipeline through proactive engagement.
• Support sales and acquisition of new clients to grow profits.

Job description

FirstRand Bank India is seeking a suited professional to proactively manage a portfolio of Private Wealth Clients alongside a team of Private Bankers, providing analysis, research and sales fulfilment to identify new opportunities and expand existing relationships.

The role emphasizes delivering high-quality, proactive financial advice, stakeholder engagement and growth of the customer base while meeting service levels and governance standards.