Private Wealth Growth Analyst – Client Impact & Compliance

Rmb; Durban; On-site; ZAR 400 000 - 600 000; Full time

Job summary

A leading financial institution in Durban is seeking a Private Banking Analyst to manage a portfolio of Private Wealth Clients. The ideal candidate will have a degree in finance or accounting, RE5 certification, and experience in a sales/service role within a financial environment. This full-time position offers opportunities for growth in client relationships and contributing to service excellence.

Qualifications

• Degree in finance or accounting is essential.
• RE5 certification is required.
• Experience in a sales/service role in finance.

Responsibilities

• Manage a portfolio of Private Wealth Clients.
• Ensure exceptional service and compliance.
• Contribute to relationship growth with clients.

Skills

Client relationship management

Sales proficiency

Exceptional service

Education

Degree in finance or accounting

RE5 certification

Job description

A leading financial institution in Durban is seeking a Private Banking Analyst to manage a portfolio of Private Wealth Clients. The ideal candidate will have a degree in finance or accounting, RE5 certification, and experience in a sales/service role within a financial environment. This full-time position offers opportunities for growth in client relationships and contributing to service excellence.