Private Banking Analyst Private Wealth

FNB South Africa; Gqeberha; On-site; ZAR 250,000 - 300,000; Full time

Job summary

FNB South Africa is seeking a motivated individual to manage a portfolio of Private Wealth Clients within their Private Wealth and Advisory Team. The successful candidate will be involved in providing exceptional service, engaging clients proactively, and growing the customer base. Ideal candidates will possess a relevant degree, financial qualifications, and have experience in a banking or financial environment. Don't miss the chance to join a dynamic team dedicated to innovation and service excellence.

Qualifications

• Requires a relevant NQF7 degree and RE5 qualification.
• 2 - 3 years’ experience in a Sales/Service banking environment.
• Strong analytical skills, client engagement, and stakeholder management.

Responsibilities

• Manage a portfolio of Private Wealth Clients and provide services.
• Identify opportunities to attract new clients and grow the existing portfolio.
• Ensure achievement of financial targets and maintain service levels.

Skills

Client Engagement

Stakeholder Management

Analytical Skills

Sales Skills

Service Excellence

Education

NQF7 Level Degree in Finance, Economics, or Accounting

RE5 qualification

Job description

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 fulfillment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

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

Are You Someone Who Can

1. Provide sound services and recommendations based on customer and client needs, current information, and trends.
2. Provide an efficient administration service through careful and timely planning, reporting, and updating of all relevant information.
3. Compile reports that track progress and guide business to make informed decisions.
4. Ensure effective management of the leads pipeline.
5. Support sales through analysis of client portfolio and proactive client engagement.
6. Assist with profit growth for the business through sales and acquisition of new clients.
7. Achieve expected financial targets and uphold associated service levels.
8. Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
9. Ensure growth and increase in customer base by managing existing clients, generating new leads, and growing active customer account base.
10. Act responsibly with work-related resources to contribute to cost containment.
11. Deliver exceptional and high-quality advice that exceeds customers’ expectations through proactive, innovative, and appropriate solutions.
12. Contribute to a culture of service excellence, which builds positive relationships and provides opportunities for feedback and exceptional service.
13. Develop and manage key stakeholder relationships that enable achievement of operational objectives.
14. Comply with relevant statutory, legislative, policy, and governance requirements as well as set processes and procedures related to area of specialization.
15. Contribute to innovation by finding faster and more accurate ways of working.
16. Understand and market all financial services solutions within the relevant business offering.
17. Continuously assess own performance, seek timely and clear feedback, and request training where appropriate.
18. Develop, encourage, and nurture collaborative relationships within FNB and/or across the First Rand Group.

You Will Be An Ideal Candidate If You

1. Hold a relevant NQF7 Level Degree in Finance, Economics, or Accounting.
2. Have completed RE5 qualification.
3. Have 2 - 3 years’ experience within a Sales/Service area of a banking/financial environment.

Additional Requirements

In accordance with the National Credit Act (NCA), candidates applying for this role will require a credit record check.

All appointments will be made in line with the Bank’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates can disclose their disability information voluntarily. The Bank will keep this information confidential unless required by law to disclose it.

Job Details

Note that applications will not be accepted after 03/08/25. Please submit applications ahead of this date.

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates can disclose their disability information voluntarily. The Bank will keep this information confidential unless required by law to disclose it.