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Private Banking Analyst Private Wealth D
4 weeks 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 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).
- 2 - 3 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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