Private Banking Analyst Private Wealth
2 weeks ago
Private Banking Analyst Private Wealth page is loaded## Private Banking Analyst Private Wealthlocations: Durbantime type: Full timeposted on: Posted Todaytime left to apply: End Date: November 30, 2025 (5 days left to apply)job requisition id: R40794# **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 in order 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 opportunity 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 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 timeous 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 area of specialisation.* Compile reports that track progress and guide business to make informed decisions.* Ensure effective management of the leads pipeline.* Support sales through analysis of client portfolio and pro-active 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.**30/11/25All 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.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via .#J-18808-Ljbffr
-
Private Banking Analyst Private Wealth
2 weeks ago
Durban, South Africa FNB Namibia Full timePrivate Banking Analyst Private Wealth page is loaded## Private Banking Analyst Private Wealthlocations: Durbantime type: Full timeposted on: Posted Todaytime left to apply: End Date: November 30, 2025 (5 days left to apply)job requisition id: R40794# **Job Description**To assist in proactively managing a portfolio of Private Wealth Clients with a...
-
Private Banking Analyst Private Wealth
1 week ago
Durban, South Africa Rmb Full timeJob Overview Private Banking Analyst – Private Wealth Location: Durban | Employment type: Full time | Posted: Today (End date: November 20) 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...
-
Private Banking Analyst Private Wealth
3 weeks ago
Durban, South Africa Spane4All Full timeJob Title: Private Banking Analyst Private Wealth Location: Durban. Type: Full-time. End Date: November 12. Job requisition ID: R. Job Overview 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...
-
Private Banking Analyst Private Wealth
1 week ago
Durban, South Africa Rmb Full timeJob Overview Private Banking Analyst – Private Wealth Location: Durban | Employment type: Full time | Posted: Today (End date: November 20) 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...
-
Private Banking Analyst Private Wealth
3 weeks ago
Durban, South Africa Spane4All Full timeJob Title: Private Banking Analyst Private Wealth Location: Durban. Type: Full-time. End Date: November 12. Job requisition ID: R. Job Overview 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...
-
Private Wealth Banking Analyst – Growth
2 weeks ago
Durban, South Africa Spane4all Full timeA leading private banking institution in Durban seeks a Private Banking Analyst to manage a portfolio of Private Wealth Clients. The role involves providing exceptional service, achieving financial targets, and developing strong stakeholder relationships. Ideal candidates will have a strong understanding of private banking and must excel in client...
-
Private Wealth Banking Analyst – Growth
2 weeks ago
Durban, South Africa Wesbank Full timeA leading South African bank is seeking a Private Banking Analyst in Durban to manage a portfolio of Private Wealth Clients. The successful candidate will focus on delivering exceptional banking solutions and achieving financial targets while building strong stakeholder relationships. Candidates should have experience in client portfolio management and a...
-
Private Banking Analyst Private Wealth
3 weeks ago
Durban, South Africa FirstRand group Full timeDescription 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. Hello...
-
Private Banking Analyst Private Wealth
4 weeks ago
Durban, South Africa FNB South Africa Full timeOverview 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. Hello...
-
Durban, South Africa Rmb Full timeA leading financial institution in Durban is seeking a Private Banking Analyst to manage a portfolio of Private Wealth Clients, ensuring exceptional service and compliance. The ideal candidate will have a degree in finance or accounting, RE5 certification, and experience in a sales/service role within a financial environment. This full-time position offers a...
