Private Banking Analyst Private Wealth

firstrand; Pretoria; On-site; ZAR 450,000 - 600,000; Full time

Job summary

FirstRand in Pretoria is seeking a Private Wealth Client Analyst to support a team of Private Bankers by providing analysis, research and sales and service fulfilment, aiming to identify opportunities to grow the client portfolio and attract new banking clients.

You will build sound recommendations based on customer needs and market trends, manage key stakeholder relationships, and ensure compliance while delivering high-quality service and timely reporting to guide business decisions.

Qualifications

• Strong customer focus and relationship-building skills.
• Analytical mindset with ability to synthesise data for client insights.
• Good understanding of private wealth and private banking concepts.

Responsibilities

• Assist a team of Private Bankers in analysis, research and sales and service fulfilment.
• Identify opportunities to grow the client portfolio and attract new banking clients.
• Develop sound recommendations based on client needs, trends and information.
• Manage key stakeholder relationships to support operational objectives.
• Provide timely reporting and ensure compliance with governance requirements.

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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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. 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.