Private Banking Analyst Wealth

FNB South Africa; Klerksdorp; On-site; ZAR 400,000 - 500,000; Full time

Job summary

A leading financial services provider in Klerksdorp is seeking a candidate to manage a portfolio of Private Wealth Clients. You will be responsible for building relationships, providing top-notch service, and driving profit growth. The ideal candidate has a minimum of an RE5 Certificate, experience in a Sales/Service capacity, and a passion for customer satisfaction. Opportunities for growth and innovation await you in this role.

Benefits

Opportunities to network and collaborate

Challenging opportunities to innovate

Qualifications

• Minimum qualification of RE5 Certificate with a Degree NQF7 in Finance or Accounting.
• 2 to 3 years’ experience in a Sales/Service role within a financial environment.
• Not unrehabilitated insolvent.

Responsibilities

• Manage a portfolio of Private Wealth Clients through analysis and effective stakeholder management.
• Assist with profit growth for the business.
• Grow customer base by managing existing clients and generating new leads.

Skills

Customer relationship management

Financial services marketing

Sales experience

Analytical skills

Education

RE5 Certificate with a Degree NQF7 in Finance or Accounting

Job description

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.

Welcome to FNB, the home of the chargeables. We design shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our Private Banking & Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious.

Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Are You Someone Who Can:

1. Contribute to a culture of service excellence, which builds positive relationships and provides opportunities for feedback and exceptional service.
2. Understand and market all financial services solutions within the relevant business offering.
3. Assist with profit growth for the business.
4. Ensure effective management of the leads pipeline.
5. Develop, encourage, and nurture collaborative relationships across the FRG.
6. Continuously assess own performance, seek timely and clear feedback, and request training where appropriate.
7. Contribute to innovation by finding faster and more accurate ways of working.
8. Provide efficient administration through careful planning, reporting, and updating relevant information.
9. Develop and manage key stakeholder relationships that enable achievement of operational objectives.
10. Deliver high-quality service that exceeds customer expectations through proactive, innovative, and appropriate solutions.
11. Act responsibly with work-related resources to contribute to cost containment.
12. Ensure growth and increase in customer base by managing existing clients, generating new leads, and growing active accounts.
13. Comply with statutory, legislative, policy, and governance requirements, as well as processes related to the role.
14. Provide sound services and recommendations based on customer needs, current information, and trends.
15. Achieve financial targets and uphold service levels.

You Will Be an Ideal Candidate If You:

1. Hold a minimum qualification of RE5 Certificate with a Degree NQF7 in Finance or Accounting.
2. Have 2 to 3 years’ experience in a Sales/Service role within a financial environment.
3. Are not unrehabilitated insolvent.

You Will Have Access To:

1. Opportunities to network and collaborate.
2. Challenging opportunities to innovate.

We Can Be a Match If You Are:

1. Curious & courageous—driven by a desire to learn and brave enough to take on challenges.
2. Obsessed with mastery—constantly pushing yourself to improve and excel.
3. Focused on growing and managing a customer base effectively.
4. Committed to complying with all relevant statutory, legislative, and policy requirements.

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We look forward to engaging with you further. Apply now!

Job Details

Note that applications will not be accepted after 31/07/25. Please submit your application before the deadline.

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. Candidates can disclose disability information voluntarily; this will be kept confidential unless required by law.