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Private Banking Analyst Private Clients D
1 month ago
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**:
- No Referral plan is assigned to this job
