Private Wealth Banking Advisor

FirstRand Limited; Pretoria; On-site; ZAR 700,000 - 1,000,000; Full time

Job summary

FirstRand Limited in South Africa seeks a Private Wealth Analyst to assist in proactively managing a portfolio of private wealth clients with a team of private bankers. The role focuses on analysis, research, and proactive sales and service fulfilment to identify opportunities for banking new clients and growing existing relationships.

Deliver high-quality advisory services, foster stakeholder relationships, and ensure compliance with governance requirements.

Responsibilities

• Assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through analysis, research and sales and service fulfilment.
• Identify opportunities to grow the portfolio by acquiring new clients and expanding relationships with existing clients.
• Develop and manage key stakeholder relationships to achieve operational objectives and growth in customer base.
• Provide sound services and recommendations based on customer needs, current information and trends, ensuring governance and compliance with policies.

Job description

FirstRand Limited in South Africa seeks a Private Wealth Analyst to assist in proactively managing a portfolio of private wealth clients with a team of private bankers. The role focuses on analysis, research, and proactive sales and service fulfilment to identify opportunities for banking new clients and growing existing relationships.

Deliver high-quality advisory services, foster stakeholder relationships, and ensure compliance with governance requirements.