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Private Wealth Banking Analyst: Client Growth & Advisory

Rmb Nigeria Limited

Durban

On-site

ZAR 400 000 - 500 000

Full time

Today
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Job summary

A financial services company is looking for a Private Banking Analyst to manage a portfolio of Private Wealth Clients in Durban. The role involves delivering high-quality advice and ensuring the growth of the customer base through effective stakeholder management. Responsibilities include compiling reports, supporting sales initiatives, and maintaining compliance with company policies. Candidates are expected to deliver exceptional service and contribute to a culture of excellence. The application deadline is November 30, 2025.

Responsibilities

  • Assist in managing a portfolio of Private Wealth Clients.
  • Deliver exceptional advice to exceed customer expectations.
  • Ensure growth in customer base and manage existing clients.
  • Compile reports to track progress and inform decisions.
  • Support sales through analysis and proactive client engagement.
Job description
A financial services company is looking for a Private Banking Analyst to manage a portfolio of Private Wealth Clients in Durban. The role involves delivering high-quality advice and ensuring the growth of the customer base through effective stakeholder management. Responsibilities include compiling reports, supporting sales initiatives, and maintaining compliance with company policies. Candidates are expected to deliver exceptional service and contribute to a culture of excellence. The application deadline is November 30, 2025.
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