Private Wealth Growth Analyst

RMB; Pretoria; On-site; ZAR 420,000 - 620,000; Full time

Job summary

RMB in Pretoria seeks a Private Banking Analyst to support Private Bankers in managing a portfolio of high-net-worth clients. You will perform analysis, research and service fulfilment to identify opportunities for new banking and growth.

You will develop stakeholder relationships, generate leads, ensure timely reporting, and comply with governance requirements. The role emphasizes proactive, high-quality advice and contribution to cost containment.

Qualifications

• Analytical mindset for portfolio performance and risk assessment.
• Strong interpersonal skills for client interactions and cross-functional collaboration.
• Ability to assist in acquiring new clients and growing the book of business.

Responsibilities

• Assist Private Bankers in proactively managing client portfolios.
• Provide analysis, research and service fulfilment to identify banking opportunities.
• Support sales through client engagement and lead generation.
• Prepare and update reports to track progress and guide decisions.
• Ensure compliance with governance and regulatory requirements.

Skills

Analytical skills

Stakeholder management

Sales support

Education

Bachelor's degree in Finance

Tools

CRM software

Job description

RMB in Pretoria seeks a Private Banking Analyst to support Private Bankers in managing a portfolio of high-net-worth clients. You will perform analysis, research and service fulfilment to identify opportunities for new banking and growth.

You will develop stakeholder relationships, generate leads, ensure timely reporting, and comply with governance requirements. The role emphasizes proactive, high-quality advice and contribution to cost containment.