Private Banking Analyst Private Wealth

Private Banking Analyst - Private Wealth

Apply locations: Johannesburg Time type: Full time Posted on: Posted Yesterday Time left to apply: End Date: December 1, 2024 (3 days left to apply) Job requisition ID: R25742

Job Description

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 through effective stakeholder management.

• Act responsibly with work-related resources to contribute to cost containment.
• Achieve expected financial targets and uphold associated service levels.
• Deliver exceptional and high-quality advice that exceeds customers’ expectations through proactive, innovative, and appropriate solutions.
• Contribute to a culture of service excellence, which builds positive relationships and provides opportunities for feedback and exceptional service.
• Provide sound services and recommendations based on customer and client needs, current information, and trends.
• Develop and manage key stakeholder relationships that enable achievement of operational objectives.
• Ensure growth and increase in customer base by managing existing clients, generating new leads, and growing the active customer account base.
• Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
• Provide an efficient administration service through careful and timely planning, reporting, and updating of all relevant information.
• Comply with relevant statutory, legislative, policy, and governance requirements as well as set processes and procedures related to the area of specialization.
• Compile reports that track progress and guide the business to make informed decisions.
• Ensure effective management of the leads pipeline.
• Support sales through analysis of client portfolio and proactive client engagement.
• Contribute to innovation by finding faster and more accurate ways of working.
• Assist with profit growth for the business through sales and acquisition of new clients.
• Understand and market all financial services solutions within the relevant business offering.
• Continuously assess own performance, seek timely and clear feedback, and request training where appropriate.
• Develop, encourage, and nurture collaborative relationships across the FRG.

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 01/12/24 All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties. #J-18808-Ljbffr