Private Banking Analyst Private Clients

7 months ago


Johannesburg, South Africa FirstRand Full time

Job 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.
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
- Understand and market all financial services solutions within the relevant business offering.
- Assist with profit growth for the business through.
- Ensure effective management of the leads pipeline.
- Develop, encourage and nurture collaborative relationships across the FRG.
- Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
- Contribute to innovation by finding faster and more accurate ways of working.
- Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.
- Develop and manage key stakeholder relationships that enable achievement of operational objectives.
- Deliver exceptional and high-quality service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
- Act responsibly with work related resources in order to contribute to cost containment.
- Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.
- Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
- Provide sound services and recommendations based on customer and client needs, current information and trends.
- Achieve expected financial targets and uphold associated service levels.

Job Details

Application Closing Date

30/03/24



  • 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 Network Recruitment Full time

    I specialize in placing professionals within the Corporate Finance niche, and my clients consistently seek ambitious Private Debt Analysts with strong valuation skills, a solution-oriented mindset, and a track record of strong academic achievements. I can assist you in exploring opportunities to grow your career and enhance your abilities in the field.As a...


  • Johannesburg, South Africa Network Recruitment Full time

    I specialize in placing professionals within the Corporate Finance niche, and my clients consistently seek ambitious Private Debt Analysts with strong valuation skills, a solution-oriented mindset, and a track record of strong academic achievements. I can assist you in exploring opportunities to grow your career and enhance your abilities in the field.As a...


  • 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...

  • Private Debt Analyst

    2 weeks ago


    Johannesburg, South Africa Network Recruitment Full time

    Job & Company DescriptionI specialize in placing professionals within the Corporate Finance niche, and my clients consistently seek ambitious Private Debt Analysts with strong valuation skills, a solution-oriented mindset, and a track record of strong academic achievements. I can assist you in exploring opportunities to grow your career and enhance your...

  • Private Debt Analyst

    2 weeks ago


    Johannesburg, South Africa Network Recruitment Full time

    Job & Company Description I specialize in placing professionals within the Corporate Finance niche, and my clients consistently seek ambitious Private Debt Analysts with strong valuation skills, a solution-oriented mindset, and a track record of strong academic achievements. I can assist you in exploring opportunities to grow your career and enhance your...


  • Johannesburg, South Africa Standard Bank of South Africa Limited Full time

    Business Segment: Insurance & Asset Management Location: ZA, GP, Johannesburg, Baker Street 30 To be accountable for the end-to-end delivery of the Private Banking Offshore strategy and value proposition across the value chain. To ensure that core capabilities are executed in order to realise business objectives (e.g., Digital and eCommerce,...


  • Johannesburg, Gauteng, South Africa Dante Personnel Full time

    About the RoleThe Private Banking Specialist will be responsible for providing exceptional client service, analyzing financial data, and identifying new business opportunities. A bachelor's degree in finance or economics is required, as well as proficiency in Microsoft Office Suite.


  • Johannesburg, South Africa FirstRand Full time

    Job Description Hello future Private Banking Advisor Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. Are you someone who...


  • Johannesburg, South Africa Jobted ZA C2 Full time

    I specialize in placing professionals within the Corporate Finance niche, and my clients consistently seek ambitious Private Debt Analysts with strong valuation skills, a solution-oriented mindset, and a track record of strong academic achievements. I can assist you in exploring opportunities to grow your career and enhance your abilities in the field. As a...


  • Johannesburg, South Africa FirstRand Full time

    Job Description Hello future Private Banking Advisor Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. Role Purpose To...


  • Johannesburg, Gauteng, South Africa FirstRand group Full time

    DescriptionPrivate Banking Academy Program    Join a prestigious Private Banking Academy Program designed for top graduates in finance and investment who aspire to become elite Private Advisors.    This exclusive, contract-based program offers hands-on training in wealth management, financial planning, and investment strategy, providing you with the...


  • Johannesburg, 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 deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and...

  • Private Advisor

    6 months ago


    Johannesburg, South Africa FirstRand Full time

    Job Description RMB Private Bank offers leading wealth management advice and private banking solutions that span all stages of our client’s wealth journey. Our strong record of excellence, combined with a reputation for innovation and a genuine interest in the people we serve, inspires us to craft insightful solutions that evolve as our clients’...


  • Johannesburg South, South Africa FirstRand Bank Limited Full time

    Unlock Your Potential in Private BankingWe are seeking a highly skilled Private Client Advisor to join our team at FirstRand Bank Limited. As a key member of our team, you will be responsible for delivering exceptional experience and education to Private Banking clients on basic wealth creation and accumulation.About the Role:You will increase vertical sales...

  • Private Client Advisor

    2 months ago


    Johannesburg, South Africa FirstRand Full time

    Job Description Hello future Private Advisor - Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. Are you someone who can: -...

  • Graduate Programme

    3 months ago


    Johannesburg, South Africa FirstRand group Full time

    Description Join a prestigious **Private Banking Academy Program**, designed for top graduates in finance and investment who aspire to become elite Private Advisors. This exclusive, contract-based program offers hands-on training in wealth management, financial planning, and investment strategy, providing you with the skills and knowledge required to...

  • Private Client Advisor

    2 months ago


    Johannesburg South, South Africa FirstRand Bank Limited Full time

    Description Hello future Private Advisor – Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. Are you someone who...


  • Johannesburg, South Africa FirstRand Full time

    Job Description To deliver exceptional experience and education to Private 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. Advisor Academy role. Goal: Improvement on the lives of customers...

  • Private Wealth Advisor

    2 months ago


    Johannesburg, South Africa FirstRand Full time

    Job Description RMB Private Bank offers leading wealth management advice and private banking solutions that span all stages of our client’s wealth journey. Our strong record of excellence, combined with a reputation for innovation and a genuine interest in the people we serve, inspires us to craft insightful solutions that evolve as our clients’...