Private Wealth Growth Analyst

Fnbnamibia; Durban; On-site; ZAR 490,000 - 666,000; Full time

Job summary

Fnbnamibia seeks a Private Banking Analyst to assist a team of Private Bankers in managing a portfolio of Private Wealth clients. You will provide analysis, research and sales/service fulfilment to identify opportunities for banking new clients and to grow existing relationships.

The role emphasizes stakeholder management, cost-conscious resource use, and delivering high-quality advisory services to meet financial targets and service levels.

Qualifications

• 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.
• Act responsibly with work related resources in order to contribute to cost containment.
• Achieve expected financial targets and uphold associated service levels.

Responsibilities

• Deliver high-quality financial advice to Private Wealth clients based on current information and trends.
• Develop and manage stakeholder relationships to meet operational objectives.
• Identify opportunities to grow the customer base by generating new leads and expanding active accounts.
• Provide efficient administration through timely planning, reporting and data updates.

Job description

Fnbnamibia seeks a Private Banking Analyst to assist a team of Private Bankers in managing a portfolio of Private Wealth clients. You will provide analysis, research and sales/service fulfilment to identify opportunities for banking new clients and to grow existing relationships.

The role emphasizes stakeholder management, cost-conscious resource use, and delivering high-quality advisory services to meet financial targets and service levels.