Private Banking Analyst Private Wealth

Rmb; Johannesburg; On-site; ZAR 350,000 - 600,000; Full time

Job summary

A leading financial institution seeks a Private Banking Analyst in Johannesburg to manage Private Wealth Clients. The incumbent will proactively identify growth opportunities through client relationships and support the bank's commitment to excellence in service delivery. This full-time position contributes to client satisfaction and overall business growth while ensuring compliance with standards and regulations.

Qualifications

• Experience in client portfolio management.
• Strong analytical skills for financial analysis.
• Proven sales ability and stakeholder engagement experience.

Responsibilities

• Manage a portfolio of Private Wealth Clients.
• Achieve financial targets and maintain high service levels.
• Develop key stakeholder relationships to support operational objectives.

Skills

Client management

Sales

Stakeholder management

Analytical skills

Customer service

Job description

Private Banking Analyst - Private Wealth

Location: Johannesburg | Type: Full-time | Posted: Yesterday | Application Deadline: July 8 (5 days left)

Job Description: Assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through analysis, research, sales, and service delivery.

The goal is to identify additional opportunities for banking new clients and growing existing client portfolios through effective stakeholder management.

Use work resources responsibly to help contain costs.

Key Responsibilities:

• Achieve financial targets and maintain service levels.
• Provide high-quality advice that exceeds customer expectations with proactive and innovative solutions.
• Foster a culture of service excellence, building positive relationships and encouraging feedback.
• Offer sound services and recommendations based on customer needs, current information, and trends.
• Develop and manage key stakeholder relationships to meet operational objectives.
• Grow the customer base by managing existing clients, generating new leads, and expanding active accounts.
• Identify opportunities to attract creditworthy and profitable customers.
• Ensure efficient administration through careful planning, reporting, and updating relevant information.
• Comply with statutory, legislative, policy, and governance requirements.
• Compile reports to track progress and inform business decisions.
• Manage the leads pipeline effectively.
• Support sales via client portfolio analysis and proactive engagement.
• Innovate by finding faster and more accurate ways of working.
• Contribute to profit growth through sales and new client acquisition.
• Understand and promote all financial services solutions within the business offering.
• Continuously assess performance, seek feedback, and pursue training as needed.
• Develop collaborative relationships across the FRG.

Note: Applications will not be accepted after July 8. Please submit your application before the deadline.

All appointments will align with FirstRand Group's Employment Equity plan.

The bank supports the recruitment and advancement of individuals with disabilities, who may disclose their disability voluntarily. This information will be kept confidential unless legally required to disclose.

Introduce Yourself: Introduce yourself to our recruiters; we will contact you if there's a suitable role.

For queries, please log via MyQ.

About Us: FNB serves retail and commercial customers, offering insurance, savings, investment products, and digital solutions to navigate everyday challenges. Recognized as the strongest banking brand globally, FNB provides numerous opportunities for a rewarding career, especially if you want to make a meaningful impact in people's lives.

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