Private Banking Analyst Private Wealth

RMB; Pretoria; On-site; ZAR 420,000 - 620,000; Full time

Job summary

RMB in Pretoria seeks a Private Banking Analyst to support Private Bankers in managing a portfolio of high-net-worth clients. You will perform analysis, research and service fulfilment to identify opportunities for new banking and growth.

You will develop stakeholder relationships, generate leads, ensure timely reporting, and comply with governance requirements. The role emphasizes proactive, high-quality advice and contribution to cost containment.

Qualifications

• Analytical mindset for portfolio performance and risk assessment.
• Strong interpersonal skills for client interactions and cross-functional collaboration.
• Ability to assist in acquiring new clients and growing the book of business.

Responsibilities

• Assist Private Bankers in proactively managing client portfolios.
• Provide analysis, research and service fulfilment to identify banking opportunities.
• Support sales through client engagement and lead generation.
• Prepare and update reports to track progress and guide decisions.
• Ensure compliance with governance and regulatory requirements.

Skills

Analytical skills

Stakeholder management

Sales support

Education

Bachelor's degree in Finance

Tools

CRM software

Job description

Private Banking Analyst Private Wealth page is loaded## Private Banking Analyst Private Wealthlocations: Pretoriatime type: Full timeposted on: Posted Todaytime left to apply: End Date: September 23, 2026 (6 days left to apply)job requisition id: 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.#LI-TM2#POST#FNB## **Important Closing Date Note**#**Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.**23/09/26All appointments will be made in line with FirstRand Group's Employment Equity plan. 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.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via.