Private Banking Analyst Private Clients D

2 weeks ago

Cape Town, Western Cape, South Africa FirstRand Full time
About us, purpose, experience and qualifications

about us:

- make a promise
- be deeply invested
- value our differences
- build trust, not territory
- have courage
- always do the right thing

purpose:

  • To assist in proactively managing a portfolio of clients with a team of Private Bankers through provision of analysis, research and 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

experience and qualifications:

  • Minimum Qualification
  • Relevant diploma in Finance or Accounting
  • Experience 2 to 3 years experience within a Sales/Service area of a financial environment
  • Person must not be an unrehabilitated insolvent
    additional requirements:

responsibilities:

  • 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
  • Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
  • Continuously assess own performance, seek timely and clear feedback and request training where appropriate
  • Contribute to innovation by finding faster and more accurate ways of working
  • Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information
  • Develop and manage key stakeholder relationships that enable achievement of operational objectives
  • Deliver exceptional and high quality service that exceeds customers
- expectations through proactive, innovative and appropriate solutions

  • Act responsibly with work related resources in order to contribute to cost containment
  • Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base
  • Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialization
  • Provide sound services and recommendations based on customer and client needs, current information and trends
  • Achieve expected financial targets and uphold associated service levels

  • Private Banking Analyst

    2 weeks ago

    Cape Town, Western Cape, South Africa beBee Professionals Full time

    BeBee Professionals is looking for a Private Banking Analyst to join our team in Cape Town.The successful candidate will be responsible for providing financial analysis and advice to private banking clients. This includes developing and maintaining relationships with clients, providing advice on investments, and managing portfolios.The ideal candidate should...

  • Private Equity Analyst

    2 weeks ago

    Cape Town, Western Cape, South Africa Network Recruitment Full time

    Job Title: Private Equity Analyst Location: City BowlAbout Us: We are a premier private equity firm committed to driving growth and creating value for our investors and portfolio companies. Our team of seasoned professionals brings a wealth of experience and a track record of success across various industries. We are looking for a dynamic and highly...

  • Private Banker

    2 weeks ago

    Cape Town, Western Cape, South Africa Standard Bank Of South Africa Limited Full time

    Business Segment: Personal & Private Banking To grow, maintain and retain a portfolio of private banking customers in line with the segment value propositions, related initiatives and activities aimed at creating value for the client and the bank. Qualifications Minimum QualificationsFAIS aligned Degree in Business Commerce (NQF7)RE1 and RE5 would be...

  • Private Banker

    2 weeks ago

    Cape Town, Western Cape, South Africa Standard Bank Of South Africa Limited Full time

    Business Segment: Personal & Private Banking To grow, maintain and retain a portfolio of private banking customers in line with the segment value propositions, related initiatives and activities aimed at creating value for the client and the bank. Qualifications Minimum Qualifications FAIS aligned Degree in Business Commerce (NQF7)RE1 and RE5 would be...

  • Private Equity Analyst

    2 weeks ago

    Cape Town, Western Cape, South Africa Futuregrowth Full time

    FUTUREGROWTH ASSET MANAGEMENT IS RECRUITINGWe have an exciting opportunity available for a Private Equity Analyst in our FixedInterest team. Futuregrowth is also committed to transformation. A strong preference will be given to _ Futuregrowth is also committed to becoming a fully COVIDvaccinated company. A _Private Equity AnalystAre you passionate about...

  • Private Clients Advisor

    2 weeks ago

    Cape Town, Western Cape, South Africa FirstRand Full time

    Job DescriptionHello future Private Clients AdvisorWelcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.Now's the time to imagine your potential in a team where experts come together and ignite effective change.Are you someone who can:...

  • Private Clients Advisor

    2 weeks ago

    Cape Town, Western Cape, South Africa FirstRand Full time

    Job DescriptionTo deliver exceptional experience and education to Private Clients/Private Clients RMB 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 Affluent Client AdvisorWelcome...

  • Private Banker

    2 weeks ago

    Cape Town, Western Cape, South Africa Absa Bank Limited Full time

    Empowering Africa's tomorrow, together one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryUtilise...

  • Private Wealth Banker

    2 weeks ago

    Cape Town, Western Cape, South Africa Absa Bank Limited Full time

    Empowering Africa's tomorrow, together one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryTo build...

  • Relationship Manager: Private Clients

    2 weeks ago

    Cape Town, Western Cape, South Africa Nedbank Full time

    Relationship Manager: Private ClientsRequisition Number-134130Closing Date- 05 June 2024Location- Century CityJob FamilySales And ServicesCareer StreamRelationship ManagementLeadership PipelineManage Self: ProfessionalFAIS AffectedFAIS Affected - YesJob PurposeTo deliver banking solutions to clients by understanding their business and needs through...

  • Private Broker

    2 weeks ago

    Cape Town, Western Cape, South Africa Aon Corporation Full time

    Posting Description:Private Broker - Cape TownReady for the next step in your career in Personal Lines Short Term Insurance? Based in Cape Town? This role could be for youAon South Africa is recruiting a Private Broker in our Personal Lines division, based in Cape Town. This is a hybrid role with the flexibility to work both virtually and from that...

  • Client Advisor Consumer&private Clients

    2 weeks ago

    Cape Town, Western Cape, South Africa Nedbank Full time

    Client Advisor Consumer & Private Clients Requisition Number Closing Date 15 November 2023Location Sea Point-Cape Town Job Family Sales and Service Career Stream Sales Leadership Pipeline Manage Self: Technical (MST) FAIS Affected FAIS Affected YesJob Purpose Educate clients on the functionality of selfservice digital solutions, whilst solving for their...

  • Banking Analyst

    2 weeks ago

    Cape Town, Western Cape, South Africa Nedbank Full time

    Requisition Details & Talent Acquisition ContactREQ: Location: V & A Waterfront- Talent Acquisition Consultant: Lerato Sithole- Cluster: Nedbank Wealth- Closing Date: 21 March 2024Job Family Sales and ServicesCareer Stream SalesLeadership Pipeline Manage Self: OperationalFAIS AffectedJob Purpose 13 years' experience in a client relationship role in financial...

  • Private Label

    2 weeks ago

    Cape Town, Western Cape, South Africa Shoprite Full time

    Purpose of the Job The purpose of the Project Coordinator role is to provide daily project management support and coordination within the Private Label & Imports Foods Buying Department. The role will execute administrative activities related to projects, ensure project stakeholder alignment on actions/tasks within projects, ensure stakeholder adherence...

  • Private Label

    2 weeks ago

    Cape Town, Western Cape, South Africa Shoprite Full time

    Purpose of the Job The purpose of the Packaging Projects Coordinator is to provide administrative support for packing projects, ensuring that all project activities are structured, actioned accordingly and tracked through the system to achieve project deadlines, whilst efficiently coordinating product roll-outs and ensuring accurate information capturing...

  • Business Bank

    2 weeks ago

    Cape Town, Western Cape, South Africa Absa Bank Full time

    Business Bank - Premium Credit Analyst-1 page is loaded Business Bank - Premium Credit Analyst-1 Apply remote type Hybrid locations Cape Town time type Full time posted on Posted 2 Days Ago job requisition id R Empowering Africa's tomorrow, story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and...

  • Banking Advisor

    2 weeks ago

    Cape Town, Western Cape, South Africa FirstRand Bank Limited Full time

    Description To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Wealth Advisors 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...

  • Private Banker

    2 weeks ago

    Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time

    Overview:Selling to and networking within our client's specific target market to grow the client base and generate new business through a strong acquisitions focus.Responsibilities:Sourcing new business through cold calling, extracting value from an existing client base, networking, and referralsMeeting specified budget and targets per activityDelivering a...

  • Banking And Investment Support Officer

    2 weeks ago

    Cape Town, Western Cape, South Africa Lemongrass Consulting Full time

    Vacancy: Banking and Investment Support OfficerFull details of the job. Vacancy Name Vacancy Name Banking and Investment Support Officer Vacancy No Vacancy No VN848 Contract Type Contract Type EFT Duration Location Location Cape Town Description WORKING RELATIONSHIPSThe position reports to the local Team Ops of Client Support - Banking and Investments...

  • Banking and Investment Support Officer

    2 weeks ago

    Cape Town, Western Cape, South Africa Stonehage Fleming Full time

    Description WORKING RELATIONSHIPS The position reports to the local Team Ops of Client Support - Banking and Investments Support Team. Other working relationships include all members of Family Office Client Support, FO, Dealing and Treasury, Banking and various external business contacts (Financial institutions). OVERALL PURPOSE The individual will...