Private Banking Analyst-3
1 week ago
Job Description 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 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 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. ply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation. Provide sound services and recommendations based on customer and client needs, current information and trends. Achieve expected financial targets and uphold associated service levels. 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.06 / 10 / 25All appointments will be made in line with FirstRand Group's Employment Equity plan. EEO Statement 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
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Private Banking Analyst-3
1 week ago
Pretoria, South Africa Firstrand Full timeJob Description 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...
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Private Banking Analyst Private Clients D
1 week ago
Pretoria, South Africa FirstRand Full timeAbout 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...
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Banking Advisor Wealth-3
4 weeks ago
Pretoria, South Africa Rmbwestport Full timeBanking Advisor Wealth-3 page is loaded## Banking Advisor Wealth-3locations : Pretoriatime type : Full timeposted on : Posted Todaytime left to apply : End Date : October 8, 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...
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Banking Advisor Wealth-3
1 week ago
Pretoria, South Africa Spane4All Full timeBanking Advisor – Wealth (3) Location: PretoriaPosition Type: Full TimePosted: TodayApplication Deadline: 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 identifying additional...
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Pretoria, South Africa FirstRand Namibia Limited Full timeA major banking institution in Pretoria seeks a Banking Advisor Wealth to manage Private Wealth Clients. The role involves achieving financial targets, delivering exceptional service, and developing key stakeholder relationships. The ideal candidate should possess a relevant degree and have 3 years of sales experience. This position offers a full-time...
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Pretoria, South Africa Wesbank Full timeA leading South African banking institution is seeking a Banking Advisor in Pretoria to manage a portfolio of Private Wealth Clients. Responsibilities include providing analysis and sales support, achieving financial targets, and building strong client relationships. The ideal candidate has a degree, RE5 certification, and at least 3 years of experience in...
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Private Wealth Banking Advisor: Grow Portfolios
2 weeks ago
Pretoria, South Africa Wesbank Full timeA leading South African bank is seeking a Banking Advisor Wealth in Pretoria. In this role, you will manage a portfolio of Private Wealth Clients, providing exceptional service and innovative solutions. The ideal candidate should have a Degree/NQF level 7, RE5 qualification, and at least 3 years of sales experience. The bank encourages applicants from...
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Manager, Relationship, Private Banking
4 days ago
Pretoria, Gauteng, South Africa Standard Bank Full time R400 000 - R800 000 per yearJob OverviewBusiness Segment: Personal & Private BankingLocation: ZA, Gauteng, Rusternburg/Klerksdorp, North WestJob Type: Full-timeJob Ref ID: A-0001Date Posted: 10/18/2025Job DescriptionTo grow, maintain and retain a portfolio of signature banking customers in line with the segment value propositions, related initiatives and activities aimed at creating...
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Private Wealth Advisor-3
4 weeks ago
Pretoria, South Africa Fnb Full timeTo 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. Responsibilities Identify Local and Offshore fiduciary opportunities and advise...
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Pretoria, South Africa Rmbwestport Full timeA leading financial institution in Pretoria is looking for a Banking Advisor Wealth to proactively manage a portfolio of Private Wealth Clients. The ideal candidate will have a degree (NQF level 7), RE5 qualification, and at least 3 years of sales experience. You will provide exceptional service to clients, grow the customer base, and support the sales...
