Private Wealth Banking Analyst: Portfolio & Relationships

Spane4All; Durban; On-site; ZAR 400 000 - 500 000; Full time

Job summary

A financial institution in Durban is seeking a Private Banking Analyst to manage client portfolios effectively. The successful candidate will analyze financial data, identify banking opportunities, and enhance service delivery. Key responsibilities include maintaining stakeholder relationships, achieving sales targets, and ensuring compliance with banking policies. Strong analytical and customer service skills are essential for success in this role. Applications are encouraged before the closing date of December 31, ****.

Qualifications

• Strong analytical abilities are essential for managing client portfolios.
• Excellent customer service skills needed to enhance service delivery.

Responsibilities

• Manage client portfolios as a Private Banking Analyst.
• Maintain stakeholder relationships and achieve sales targets.
• Ensure compliance with relevant banking policies.

Skills

Analytical abilities

Customer service skills

Job description

A financial institution in Durban is seeking a Private Banking Analyst to manage client portfolios effectively. The successful candidate will analyze financial data, identify banking opportunities, and enhance service delivery. Key responsibilities include maintaining stakeholder relationships, achieving sales targets, and ensuring compliance with banking policies. Strong analytical and customer service skills are essential for success in this role. Applications are encouraged before the closing date of December 31, ****.