Private Banking Analyst Private Wealth

Firstrand

Client relationship management
Sales and service fulfillment
Financial services solutions knowledge
You will assist in proactively managing a portfolio of Private Wealth Clients

Job Summary

  • You will assist in proactively managing a portfolio of Private Wealth Clients.
  • The role involves identifying opportunities for banking new clients and growing existing portfolios.
  • You will be part of a diverse team that fosters a culture of service excellence.

Matching Summary

You will assist in proactively managing a portfolio of Private Wealth Clients.

Skills & Requirements

Must-have

  • Client relationship management
  • Sales and service fulfillment
  • Financial services solutions knowledge

Nice-to-have

  • Curiosity and courage
  • Obsessed with mastery
  • Collaborative relationships

Key Requirements

  • RE5 Certificate
  • Degree NQF7 level in Finance or Accounting
  • 2 to 3 years’ experience in financial sales/service

Work Rights

Not specified

Tailored Resume

Cover Letter