Private Wealth Growth Analyst

RMB; Durban; On-site; ZAR 500,000 - 650,000; Full time

Job summary

RMB Private Banking is seeking a Private Banking Analyst for its Durban Private Wealth team. You will assist in proactively managing a portfolio of Private Wealth clients through analysis, research and sales and service fulfilment, with the aim of identifying opportunities to grow the client base and banking relationships.

The role emphasizes stakeholder management, timely reporting, and compliant advisory services.

Responsibilities

• Assist in proactively managing a portfolio of Private Wealth clients.
• Provide analysis, research and sales and service fulfilment to clients.
• Identify opportunities to grow client base and banking relationships.
• Develop and manage key stakeholder relationships to enable achievement of objectives.
• Ensure compliant and timely administration, reporting and data upkeep.

Job description

RMB Private Banking is seeking a Private Banking Analyst for its Durban Private Wealth team. You will assist in proactively managing a portfolio of Private Wealth clients through analysis, research and sales and service fulfilment, with the aim of identifying opportunities to grow the client base and banking relationships.

The role emphasizes stakeholder management, timely reporting, and compliant advisory services.