Private Banking Analyst Private Wealth

Description To assist in proactively managing a portfolio of FNB 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....

Job DescriptionTo deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.Hello future Private Wealth Advisor - DurbanWelcome to FNB, the...

Job DescriptionTo assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, 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 Contribute to...

Requisition Details & Talent Acquisition ContactREQ: Talent Acquisition Consultant: Lerato Sithole- Location: KZN- Cluster: Nedbank Wealth- Closing Date: 20 March 2024Job Family Sales and Services Career Stream SalesLeadership Pipeline Manage Self: OperationalFAIS AffectedJob Purpose To provide sales support services to private bankers and high net worth...

We are seeking a Wealth Advisor (Private Banking) to act as an intermediary between our company and our customers. You will provide financial advice to our clients and make recommendations on how to best use their money.Responsibilities: Assess client's overall financial picture, understand their needs and develop a solid financial plan Oversee the course of...

A private household assistant plays a key role in ensuring the smooth functioning of a household by providing comprehensive support and managing various tasks with efficiency and discretion. Here is a breakdown of the responsibilities for this position: Administrative Support: Manage household schedules, appointments, and events.Organize household records...

Job Description:To proactively acquire new clients and develop, maintain and expand a client portfolio through high touch professional and personalised relationships with high net worth clients and the provision of holistic and appropriate solutions in meeting clients needs.(ads1)Job Responsibilities:Have courageValue our differencesAlways do the right...

Job DescriptionTo manage an assigned portfolio of high net worth client accounts characterised by complex transactions, by leveraging specialist expertise to provide advice and relationship support ensuring optimal service, while integrating all Standard Bank products, services and resources, to ensure that their needs are met, thereby achieving the defined...

Role PurposeTo serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments.Qualifications and Experience Minimum Qualification: Relevant Degree in Investment or Economics. Certified Financial Planner. Experience: 3 to 5 years'...

Job ClassificationJob Requisition Closing Date - 6 March 2023Location - KwaZulu NatalCluster:Nedbank Wealth Wealth Management SA Business UnitPlease Note: Preference will be given to applicants from Underrepresented Groups Job Family Investment Banking Career Stream Advisory Leadership Pipeline Manage Self: Professional FAIS Affected FAIS Affected YesJob...

Job Description To manage an assigned portfolio of high net worth client accounts characterised by complex transactions, by leveraging specialist expertise to provide advice and relationship support ensuring optimal service, while integrating all Standard Bank products, services and resources, to ensure that their needs are met, thereby achieving the...

Part-Time Accounting lecturer required for Private Tertiary Institution based in Chatsworth Centre.Requirements: Minimum completed B.Com with Accounting MajorsMust have worked for at least 3 years in an Accounting or Auditing firmAdvantage: At least 1 year of lecturing experienceMonday and Wednesday Evenings: 6pm to 8pm.Job Types: Part-time, ContractJob...

Part-Time Accounting lecturer required for Private Tertiary Institution based in Durban South.Requirements: Minimum completed B.Com with Accounting MajorsMust have worked for at least 3 years in an Accounting or Auditing firmAdvantage: At least 1 year of lecturing experienceTwo Weekday Evenings: 6pm to 8pm.Job Types: Part-time, ContractJob Type:...

```htmlAre you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious BankQualifications and Experience:Honours or Post Graduate Diploma in Financial Planning, CFP or BCom Law Degree.Advanced Post-Graduate Diploma in Financial Planning, CAIA, CA(SA), CFA, MBA, and fiduciary experience.5...

Business Segment: Personal & Private Banking Responsible to provide an efficient and technically proficient administrative support function to the Private Banking team by understanding what matters to the customer. To support the Head, Private Banking by enabling operational effectiveness of the suite. Take responsibility for high risk routine compliance,...

Customer Relationship Officer - Wealth Management DUR003059 Admin, Office & Support Finance & Insurance Umhlanga. Well-established Wealth Management organisation seeks in-house Client Relationship Officer with a Finance / Commerce Degree and 3-5 years working experience in the Financial Services industry to join their team of professionals.The...

Business Segment: Personal & Private Banking To deliver a quality service and manage service gaps realised by clients as they engage through the bank's various touchpoints. To deliver planned and proactive client engagements driven through holistic client reviews focused on achieving contextual client outcomes. Deepen bank-client relationships primarily...

Business Segment: Personal & Private Banking To deliver a quality service and manage service gaps realised by clients as they engage through the bank's various touchpoints. To deliver planned and proactive client engagements driven through holistic client reviews focused on achieving contextual client outcomes. Deepen bank-client relationships primarily...

Overview:The role of the Junior Financial Advisor is to provide support to the Senior Financial Advisor that will allow them to focus on advising the clients. A successful Junior Financial Advisor may then move up to advising clients, dependent on performance, experience, and expertise.Responsibilities: Responsible for assisting Senior Financial Advisors in...

Job DescriptionTo provide appropriate administrative and implementation support to Wealth Managers through the execution of administrative duties as per agreed standard operating procedures To build and maintain relationships with clients, and collaborate with internal stakeholders and service providers Control costs through awareness of impact of work and...