Private Banking Analyst Private Wealth

Findojobs South Africa; South Africa; On-site; ZAR 400,000 - 600,000; Full time

Job summary

A leading financial institution in South Africa seeks a candidate to manage a portfolio of Private Wealth Clients. You will provide analysis, support sales, and engage with clients to identify new business opportunities. Ideal candidates will hold an NQF7 degree in Finance, Economics, or Accounting, and have 2-3 years' experience in a banking or financial environment. Join a dynamic team dedicated to delivering exceptional service.

Qualifications

• 2-3 years of experience in sales/service within a banking or financial environment.
• Ability to provide sound advice based on market trends.
• Experience in managing client portfolios effectively.

Responsibilities

• Proactively manage a portfolio of wealth clients.
• Identify opportunities to expand the customer base.
• Compile reports to track progress and inform business decisions.
• Achieve financial targets and maintain service standards.

Skills

Customer needs analysis

Sales proficiency

Stakeholder management

Analytical skills

Service excellence

Education

NQF7 Level Degree in Finance, Economics, or Accounting

RE5 qualification

Job description

Description

To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Advisors through analysis, research, sales, and service fulfillment, with the goal of identifying opportunities for banking new clients and growing existing client portfolios through effective stakeholder management.

FNB introduction

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

As part of our Private Banking and Advisory Team, you will be surrounded by unique talent, diverse minds, and an adaptable environment that fosters curiosity. Now’s the time to realize your potential in a team where experts collaborate to create meaningful change.

Role Purpose :

To support the proactive management of a portfolio of FNB Private Wealth Clients alongside Private Advisors by providing analysis, research, sales, and service delivery, aiming to identify new business opportunities and expand existing client relationships through effective stakeholder engagement.

Are you someone who can :

• Provide sound advice and recommendations based on customer needs, current information, and market trends.
• Ensure efficient administration through careful planning, reporting, and updating relevant information.
• Compile reports to track progress and inform business decisions.
• Manage the leads pipeline effectively.
• Support sales through client portfolio analysis and proactive engagement.
• Contribute to profit growth by acquiring new clients.
• Achieve financial targets and maintain service standards.
• Identify opportunities to expand the customer base with creditworthy and profitable clients.
• Grow and retain existing clients, generate new leads, and increase active accounts.
• Use resources responsibly to help contain costs.
• Deliver high-quality, proactive, and innovative advice that exceeds client expectations.
• Foster a culture of service excellence and positive relationships, encouraging feedback.
• Build and maintain key stakeholder relationships to achieve operational goals.
• Comply with statutory, legislative, policy, and governance requirements.
• Innovate by finding faster, more accurate ways of working.
• Understand and promote all financial services solutions offered.
• Regularly assess personal performance, seek feedback, and pursue training opportunities.
• Develop collaborative relationships within FNB and across the FirstRand Group.

You will be an ideal candidate if you :

• Hold a relevant NQF7 Level Degree in Finance, Economics, or Accounting.
• Have completed the RE5 qualification.
• Have 2-3 years of experience in sales/service within a banking or financial environment.

Additional Requirements

Applicants will require a credit record check in accordance with the National Credit Act (NCA).

Post

LI-AA1

Job Details

Please submit applications before the closing date of 04/07/2025, as applications received after this date will not be considered.

All appointments will align with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates may voluntarily disclose disability information, which will be kept confidential unless legally required to disclose.