Private Banking Analyst Private Wealth
2 weeks ago
Job Description
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.
- 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 within FNB and/or across the FRG.
Job Details
Application Closing Date
31/01/24
-
Private Wealth Manager
6 days ago
Pretoria, South Africa RPO Recruitment Full time**Responsibilities**: - Manage and grow a portfolio of high-net-worth clients - Understand clients' financial goals and develop personalized wealth management strategies - Provide investment advice and recommendations - Conduct thorough financial analysis and market research - Monitor and review client portfolios to ensure alignment with investment...
-
Private Wealth Banker
2 weeks ago
Pretoria, South Africa Absa Bank Limited Full timeBring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...
-
Private Wealth Advisor
7 days ago
Pretoria, South Africa FirstRand Full timeJob Description To 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. - Identify Local and Offshore fiduciary opportunities and...
-
Private Banker Pipeline
3 days ago
Pretoria, South Africa Absa Bank Limited Full timeEmpowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job...
-
Private Banking Analyst Private Clients
6 days ago
Pretoria, South Africa FirstRand Full timeJob Description To 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 -...
-
Private Equity Analyst/Associate EE only
Found in: Whatjobs ZA C2 - 5 days ago
Pretoria, South Africa People Source Full timePrivate Equity Analyst/Associate - R800 000 to R850 000. EE only. Rare opportunity for a high achieving CA(SA) or Honours degree in Finance or Economics or BBus Science with 2 to 3 years of corporate finance, private equity, Leverage Finance or Equity Analysis experience with strong financial modelling skills and proficiency in Excel. Be involved in thorough...
-
Private Equity Analyst/Associate EE only
Found in: Talent ZA 2A C2 - 2 weeks ago
Pretoria, South Africa People Source Full timePrivate Equity Analyst/Associate - R800 000 to R850 000. EE only. Rare opportunity for a high achieving CA(SA) or Honours degree in Finance or Economics or BBus Science with 2 to 3 years of corporate finance, private equity, Leverage Finance or Equity Analysis experience with strong financial modelling skills and proficiency in Excel. Be involved in thorough...
-
Private Banking Advisor Affluent
3 days ago
Pretoria, South Africa FirstRand Full timeJob Description To 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 -...
-
Private Clients Advisor-1
6 days ago
Pretoria, South Africa FirstRand Full timeJob Description To deliver exceptional experience and education to Private Clients/Private Clients RMB 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 - Contribute to the development of larger...
-
Relationship Manager: Private Clients
10 hours ago
Pretoria, South Africa Nedbank Full time**Requisition & Talent Acquisition Consultant Details** - REQ 123516 - Twanette Coetser - Closing Date - 19 January 2023**Cluster & Location** - Total Business Banking and Retail - Relationship Management- Centurion, Pretoria, Gauteng- Career Stream- Relationship Management - Leadership Pipeline- Manage Self: Professional - FAIS Affected- FAIS Affected -...
-
Financial Advisor
Found in: Whatjobs ZA C2 - 5 days ago
Pretoria, South Africa Rory Mackie & Associates Full timeOverview: Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to...
-
Financial Advisor
Found in: Talent ZA C2 - 2 weeks ago
Pretoria, South Africa Rory Mackie & Associates Full timeOverview:Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to professional...
-
Financial Advisor
Found in: Talent ZA 2A C2 - 2 weeks ago
Pretoria, South Africa Rory Mackie & Associates Full timeOverview:Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to professional...
-
Business Development Consultant
Found in: Adzuna ZA B C2 - 2 days ago
Pretoria, South Africa Adzuna ZA B C2 Full timeJoin my successful client in the Wealth Industry to follow up on leads from the Wealth Managers to secure new business. Are you a confident individual who is able to liaise with high net worth clients? Then this role is for you!!!ResponsibilitiesProspect potential clients for the services offered by Wealth ManagersGenerate leads and refer to relevant...
-
Business Development Consultant
Found in: Talent ZA 2A C2 - 2 days ago
Pretoria, South Africa CA Financial Appointments Full timeJoin my successful client in the Wealth Industry to follow up on leads from the Wealth Managers to secure new business. Are you a confident individual who is able to liaise with high net worth clients? Then this role is for you!!!ResponsibilitiesProspect potential clients for the services offered by Wealth ManagersGenerate leads and refer to relevant...
-
Wealth Manager
2 days ago
Pretoria, South Africa Momentum Consult Full time**Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.**Role Purpose** - Involve assessing...
-
Graduate Trainee: Wealth Analyst
3 days ago
Pretoria, South Africa Nedbank Full time**Job Classification** - **REQ: 123202 - Refilwe Falatsi**: - **Location: Menlyn Maine Campus - Pretoria**: - **Closing Date: 23 January 2023**: - **Division: Wealth Management SA (Distribution)**: - **Employment Equity Statement: Preference will be given to individuals from the underrepresented groups.**: - **NB: This is a GRADUATE position, applicants...
-
Wealth Manager International
10 hours ago
Pretoria, South Africa Nedbank Full time**Job Classification** - Job Requisition - 128164 - Closing Date - 01 September 2023 - Location - Johannesburg - Cluster - Nedbank Wealth - Wealth Management SA Business Unit - Please Note: Preference will be given to applicants from Underrepresented Groups- Job Family- Investment Banking- Career Stream- Advisory - Leadership Pipeline- Manage Self:...
-
Consultant: Sales
10 hours ago
Pretoria, South Africa Absa Bank Limited Full timeBring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary **Job...
-
Client Services Consultant Banking
11 hours ago
Pretoria, South Africa Nedbank Full time**Requisition Details and Talent Acquisition Contact** - REQ: 132768- Talent Acquisition Consultant: Lerato Sithole- Location: Pretoria- Cluster: Nedbank Private Wealth- Closing Date: 15 March 2024**Job Family** - Sales and Services **Career Stream** - Sales - Leadership Pipeline- Manage Self: Operational **Job Purpose** - To provide administrative...