Private Banking Analyst Private Wealth

RMB

Remote
Remote
Sales and service fulfillment
Stakeholder management
Profit growth for the business
RMB is seeking a Private Banking Analyst to assist in managing a portfolio of Private Wealth clients, focusing on analysis, research, and service fulfillment to grow client relationships. The ideal candidate will have a finance or accounting degree, relevant experience in sales or service within a financial environment, and a commitment to customer excellence

Job Summary

  • Assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment.
  • Deliver exceptional and high-quality service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
  • Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.

Matching Summary

Match Score: 85

RMB is seeking a Private Banking Analyst to assist in managing a portfolio of Private Wealth clients, focusing on analysis, research, and service fulfillment to grow client relationships. The ideal candidate will have a finance or accounting degree, relevant experience in sales or service within a financial environment, and a commitment to customer excellence.

Skills & Requirements

Must-have

  • Sales and service fulfillment
  • Stakeholder management
  • Profit growth for the business
  • Lead pipeline management
  • Collaborative relationships

Nice-to-have

  • Service excellence culture
  • Innovative ways of working
  • Curious and courageous mindset
  • Obsessed with mastery

Key Requirements

  • RE5 Certificate
  • Degree NQF7 in Finance or Accounting
  • 2 to 3 years' experience in Sales/Service
  • Not an unrehabilitated insolvent

Work Rights

Not specified

Tailored Resume

Cover Letter