Private Banker Analyst-1

FirstRand

Windhoek Parkside, , Namibia
5-day work week
Client relationship management
Portfolio analysis
Operational coordination
FirstRand is seeking a Private Banker Analyst to manage a portfolio of Wealth Clients, focusing on relationship building and financial solutions. The ideal candidate should have relevant banking experience, strong analytical skills, and a commitment to ethical conduct and teamwork

Job Summary

  • Proactively manage and optimize a defined portfolio of Wealth Clients by identifying and addressing their financial needs through tailored solutions.
  • Support the Premium Manager in the effective management and execution of the Private Clients business strategy and day-to-day operations.
  • Build strong relationships with Private Bankers, internal stakeholders and support functions to ensure seamless execution of business priorities.

Matching Summary

Match Score: 85

FirstRand is seeking a Private Banker Analyst to manage a portfolio of Wealth Clients, focusing on relationship building and financial solutions. The ideal candidate should have relevant banking experience, strong analytical skills, and a commitment to ethical conduct and teamwork.

Skills & Requirements

Must-have

  • Client Relationship Management
  • Portfolio Analysis
  • Operational Coordination
  • Financial Reporting
  • Risk Management
  • Stakeholder Engagement

Nice-to-have

  • Data Analysis
  • Microsoft Office Proficiency
  • Team Collaboration
  • Process Improvement

Key Requirements

  • Grade 12 certificate (25 points minimum)
  • 2 to 4 years' experience in banking or financial services
  • Knowledge of banking products and compliance
  • Proficiency in Excel and PowerPoint
  • Strong analytical and communication skills

Work Rights

Not specified

Tailored Resume

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