Private Banking Analyst

2 weeks ago


Johannesburg, South Africa FirstRand Full time

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

03/02/24



  • Johannesburg North, South Africa Communicate Recruitment Full time

    Our client, an esteemed black-owned and managed private equity fund based in Johannesburg, is looking for a Private Equity Analyst to join their team of highly driven individuals. **Job & Company Description** By directing their efforts towards investments that drive sustainable development, the company has built a diversified investment portfolio across an...


  • Johannesburg, South Africa FirstRand Full time

    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...


  • Johannesburg, South Africa FirstRand Full time

    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...

  • Banking Analyst

    3 weeks ago


    Gauteng, Johannesburg, South Africa Nedbank Full time

    Nedbank’s job vacancy, Career and Recruitment Job title : Banking Analyst (Gauteng) jobs in Gauteng Job Location : Gauteng, Johannesburg Deadline : April 20, 2024 Quick Recommended Links Jobs by Location Job by industries Job Purpose To provide sales support services to private bankers and high net worth clients Job Responsibilities Build...


  • Johannesburg, South Africa FirstRand Full time

    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...

  • Fund Analyst

    3 days ago


    Johannesburg North, South Africa Communicate Recruitment Full time

    A leading Financial Services company is in the market for a Fund Analyst. **Job & Company Description**: This company offers a range of wealth management services for individuals, families or businesses. **Education**: - BCom Degree in Finance / Investment Management - CFA / FRM beneficial (working towards one) **Job Experience & Skills Required**: - 2+...


  • Johannesburg North, South Africa Communicate Recruitment Full time

    A worldwide investment management firm is looking for a Equity Research Analyst. **Job & Company Description**: This company has a unique investment philosophy and ensures that they can help their clients achieve their long-term financial goals while simultaneously creating a healthy and fulfilling work environment for their employees. Your main...


  • Johannesburg, South Africa Isilumko Staffing Full time

    One of the top Banks in S.A. is looking for an experienced Business Process Analyst to join their JHB team on-site on a 12-month project.Must have great track record, clear criminal record, clear credit record, must be able to pass assessments. Business process analysis Someone that is interested in continuous upskilling Someone from banking sector who...


  • Johannesburg, South Africa Isilumko Staffing (JHB) Full time

    One of the top Banks in S.A. is looking for an experienced Business Process Analyst to join their JHB team on-site on a 12-month project. Must have great track record, clear criminal record, clear credit record, must be able to pass assessments.  Business process analysis Someone that is interested in continuous upskilling  Someone from banking sector...


  • Johannesburg, South Africa Isilumko Staffing (JHB) Full time

    One of the top Banks in S.A. is looking for an experienced Business Process Analyst to join their JHB team on-site on a 12-month project.Must have great track record, clear criminal record, clear credit record, must be able to pass assessments. Business process analysis Someone that is interested in continuous upskilling Someone from banking sector who...


  • Johannesburg, Gauteng, South Africa Standard Bank Group Full time

    Company DescriptionStandard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities - plus the chance to work alongside some of the sector's most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high...


  • Gauteng, Johannesburg, South Africa JPMorgan Chase & Co. Full time

    JPMorgan Chase & Co.’s job vacancy, Career and Recruitment Job title : Investment Banking South Africa Coverage Analyst/Associate Johannesburg jobs in Gauteng Job Location : Gauteng, Johannesburg Deadline : April 18, 2024 Quick Recommended Links Jobs by Location Job by industries Job Responsibilities  Prepare presentation materials and...


  • Johannesburg, South Africa IT Ridge Technologies Full time

    We are seeking an Assistant Treasury Analyst. The Assistant Treasury Analyst assists and supports the Treasurer, Treasury Manager and Treasury Analyst with funding requests locally and internationally, cash management, treasury projects and all other tasks in the treasury department. **Role Responsibilities**: *** **International** - Update and maintain...


  • Johannesburg, South Africa Specd Full time

    **Job Title**:Specialist Solution Analyst / System Analyst **Duration**:6 Months **Work Location**:Randburg as well as remotely **More about the Area & Team**: Core Banking development area working with the SAFE methodology. Dynamic team, Deadline driven. **More about the project**: - Problem to solve - Solution/Deliverable - Attractive Tech...


  • Johannesburg, South Africa Standard Bank Group Full time

    Company DescriptionStandard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities - plus the chance to work alongside some of the sector's most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high...


  • Johannesburg, South Africa Standard Bank Group Full time

    Job Description We’re looking for talented individuals to join our Risk Management division as Graduate Trainees. The aim of our 18-month graduate programme is to equip you with skills and experiences deemed necessary to set you up for becoming a skilled Risk Practitioner, with guidance and support from Senior Executives & Managers who run the Risk...

  • Investment Manager

    3 days ago


    Johannesburg, South Africa Communicate Recruitment Full time

    A Business Capital Provider is currently in the market for an Investment Manager. **Job & Company Description**: This organization is a loan provider for viable small to medium businesses in the world. You will be responsible for undertaking viability studies on targeted companies, financial modelling, compiling investment reports. **Education**: - BCom...

  • BI Analyst

    1 week ago


    Johannesburg, South Africa Ovations Group Full time

    **BI Analyst - Banking** **Key Responsibilities**: - Collaborate with business stakeholders to gather requirements and understand their data needs. - Develop and maintain reports, dashboards, and data visualizations using BI tools such as Tableau, Power BI, or similar platforms. - Perform data analysis to identify trends, patterns, and opportunities for...


  • Johannesburg, South Africa Absa Bank Limited Full time

    Bring 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 As the...

  • Cdd Analyst

    15 hours ago


    Johannesburg, South Africa FROGG Recruitment Full time

    **CDD Analyst** A well-established client seeks a CDD Analyst with 2-4 years’ experience. **Salary**: Market-related CTC **Minimum Requirements**: Bachelors Degree 2 years AML working experience in the banking industry Implement and manage customer due diligence duties. Ensure customer records are well maintained. Assist relationship managers and...