Private Banking Analyst Private Wealth

Firstrand Namibia Limited; Durban; On-site; ZAR 400 000 - 500 000; Full time

Job summary

A leading financial services provider in Durban seeks a Private Banking Analyst to manage Private Wealth Clients. The role involves providing analysis and nurturing client relationships to drive growth. Ideal candidates will have strong analytical skills and experience in delivering exceptional service. This position offers a full-time commitment and opportunities for professional development.

Qualifications

• Strong understanding of financial services and solutions.
• Ability to manage a client portfolio effectively.
• Proven experience in sales and service fulfilment.

Responsibilities

• Contribute to a culture of service excellence.
• Assist with profit growth for the business.
• Deliver exceptional high-quality service.

Skills

Service excellence

Stakeholder management

Analytical skills

Relationship building

Job description

Private Banking Analyst – Private Wealth

Location: Durban
Employment Type: Full time
Posted Today – End Date: November 12

Job Description

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. Hello future Banking Advisor Welcome to FNB, the home of the chargeables. We design shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

As part of our Private Banking & Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. It’s the time to imagine your potential in a team where experts come together and ignite effective change.

Responsibilities

• Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth for the business through.
• Ensure effective management of the leads pipeline.
• Develop, encourage and nurture collaborative relationships across the FRG.
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
• Contribute to innovation by finding faster and more accurate ways of working.
• Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.
• Develop and manage key stakeholder relationships that enable achievement of operational objectives.
• Deliver exceptional and high-quality service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
• Act responsibly with work related resources in order to contribute to cost containment.
• Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer.