Private Banking Analyst Private Wealth-2

RMB

Portfolio management
Client relationship management
Sales and service fulfillment
Assist in proactively managing a portfolio of Private Wealth Clients through provision of analysis, research and sales and service fulfilment

Job Summary

  • Assist in proactively managing a portfolio of Private Wealth Clients through provision of analysis, research and sales and service fulfilment.
  • Deliver exceptional and high-quality advice that exceeds customers’ expectations through proactive, innovative and appropriate solutions.
  • Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.

Matching Summary

Assist in proactively managing a portfolio of Private Wealth Clients through provision of analysis, research and sales and service fulfilment.

Skills & Requirements

Must-have

  • Portfolio management
  • Client relationship management
  • Sales and service fulfillment
  • Financial target achievement
  • Stakeholder management
  • Proactive client engagement

Nice-to-have

  • Innovative solutions
  • Service excellence culture
  • Collaborative relationships
  • Cost containment

Key Requirements

  • Employment Equity plan
  • Recruitment and advancement of individuals with disabilities

Work Rights

Not specified

Tailored Resume

Cover Letter