Private Banking Analyst Private Wealth

Rmb Nigeria Limited; Durban; On-site; ZAR 400 000 - 500 000; Full time

Job summary

A financial services company is looking for a Private Banking Analyst to manage a portfolio of Private Wealth Clients in Durban. The role involves delivering high-quality advice and ensuring the growth of the customer base through effective stakeholder management. Responsibilities include compiling reports, supporting sales initiatives, and maintaining compliance with company policies. Candidates are expected to deliver exceptional service and contribute to a culture of excellence. The application deadline is November 30, 2025.

Responsibilities

• Assist in managing a portfolio of Private Wealth Clients.
• Deliver exceptional advice to exceed customer expectations.
• Ensure growth in customer base and manage existing clients.
• Compile reports to track progress and inform decisions.
• Support sales through analysis and proactive client engagement.

Job description

Private Banking Analyst Private Wealth page is loaded## Private Banking Analyst Private Wealthlocations : Durbantime type : Full timeposted on : Posted Todaytime left to apply : End Date : November 30,

Responsibilities

• To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through 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.
• Act responsibly with work related resources in order to contribute to cost containment.
• Achieve expected financial targets and uphold associated service levels.
• Deliver exceptional and high-quality advice that exceeds customers' expectations through proactive, innovative and appropriate solutions.
• Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
• Provide sound services and recommendations based on customer and client needs, current information and trends.
• Develop and manage key stakeholder relationships that enable achievement of operational objectives.
• Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.
• Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
• Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.
• Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
• Compile reports that track progress and guide business to make informed decisions.
• Ensure effective management of the leads pipeline.
• Support sales through analysis of client portfolio and pro-active client engagement.
• Contribute to innovation by finding faster and more accurate ways of working.
• Assist with profit growth for the business through sales and acquisition of new clients.
• Understand and market all financial services solutions within the relevant business offering.
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
• Develop, encourage and nurture collaborative relationships across the FRG.

Job Details

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 / 11 / 25All appointments will be made in line with FirstRand Group's Employment Equity plan.

EEO & Disability Statement

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.

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