Private Banking Analyst Private Wealth-3

FirstRand

Unknown
Portfolio management support
Stakeholder relationship management
Client portfolio analysis
To 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 with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients

Job Summary

  • To 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 with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients.
  • Deliver exceptional and high-quality advice that exceeds customers’ expectations through proactive, innovative and appropriate solutions.
  • All appointments will be made in line with FirstRand Group’s Employment Equity plan and the Bank supports the recruitment and advancement of individuals with disabilities.

Matching Summary

To 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 with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients.

Skills & Requirements

Must-have

  • portfolio management support
  • stakeholder relationship management
  • client portfolio analysis
  • sales and service fulfilment
  • lead pipeline management

Nice-to-have

  • proactive client engagement
  • innovative problem solving
  • collaborative relationship building
  • cost containment awareness

Key Requirements

  • compliance with statutory and governance requirements
  • experience in financial services solutions marketing
  • ability to compile business reports
  • understanding of creditworthy customer identification

Work Rights

Not specified

Tailored Resume

Cover Letter