Private Banking Analyst Private Wealth D

2 weeks ago


Midrand, Gauteng, 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 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

experience and qualifications:

  • Relevant Degree in Finance or Economics or Accounting.
  • Preferred Qualification: FAIS accreditation required (RE).
years' experience within a Sales/Service area of a financial environment

additional requirements:

  • No Referral plan is assigned to this job

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