Private Banking Analyst Private Clients

7 months ago


Pretoria, 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**:

- No Referral plan is assigned to this job



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