Private Banking Analyst Private Wealth

1 month ago


Durban, KwaZulu-Natal, Saudi Arabia FNB South Africa Full time

Are You Someone Who Can;

  • Proactively manage a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfillment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
  • Build sound relationships based on trust and openness.
  • Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
  • Understand and market all financial services solutions within the relevant business offering.
  • Assist with profit growth for the business through ensure effective management of the leads pipeline.
  • Consistently produce high-quality outputs within agreed deadlines.

You Will Be an Ideal Candidate If You

  • Minimum Qualification - RE5 Certificate with a Degree NQF7 level in Finance or Accounting
  • Experience - 2 to 3 years' experience within a Sales/Service area of a financial environment.
  • A person must not be unrehabilitated insolvent.


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