Private Banking Analyst Private Wealth

Fnbnamibia

Pretoria

On-site

ZAR 620,000 - 670,000

Full time

5 days ago
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Job summary

FNB Namibia in Pretoria is seeking a Private Banking Analyst to assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through analysis, research and service fulfilment. You will help identify opportunities for banking new clients and growing existing client relationships.

Responsibilities include delivering high-quality advice, building stakeholder relationships, and contributing to revenue growth through proactive client engagement and timely

Responsibilities

  • Assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through analysis, research and service fulfilment.
  • Identify opportunities to bank new clients and grow portfolios by leveraging stakeholder relationships.
  • Provide sound services and recommendations based on customer needs, current information and trends.
  • Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active accounts.

Job description

## Private Banking Analyst Private WealthApply: Pretoria: Full time: Posted Today: End Date: September 23, 2026 (6 days left to apply): R53559# **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.* 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.
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