Private Banking Analyst Private Clients

3 weeks ago


Durban, 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.

Hello future Private Banking Advisor

Welcome to FNB, the home of the chargeables. We design shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our Private Banking & Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious.

Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Are You Someone Who Can;
- Proactively manage a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, 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.
- Build sound relationships based on trust and openness.
- 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.
- Consistently produce high-quality outputs within agreed deadlines.
- Minimum Qualification - RE5 Certificate with a Degree NQF7 level in Finance or Accounting
- Experience - 2 to 3 years’ experience within a Sales/Service area of a financial environment.
- A person must not be unrehabilitated insolvent.

You Will Have Access To
- Opportunities to network and collaborate.
- Challenging Working Opportunities to innovate.

We Can Be a Match If You Are
- Curious & courageous - you are driven by always wanting to know more and learn more and you are brave enough to Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.
- 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 and set processes and procedures related to specialization.

POST

FNB

LI-EM1

Job Details

Application Closing Date

21/06/24



  • Durban, South Africa FirstRand Full time

    Job Description To assist in proactively managing a portfolio of 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...


  • Durban, KwaZulu-Natal, South Africa FirstRand Full time

    Job DescriptionTo assist in proactively managing a portfolio of 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...


  • Durban, 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 -...


  • Durban, KwaZulu-Natal, South Africa FirstRand Full time

    Job DescriptionTo 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...


  • Durban, KwaZulu-Natal, South Africa FirstRand group Full time

    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....


  • Durban, South Africa FirstRand group Full time

    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...


  • Durban, 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...

  • Relationship Banker

    4 weeks ago


    Durban, South Africa Rory Mackie & Associates Full time

    Leading Private Bank, with an outstanding reputation in the market, seeks a strong professional to retain and maintain strong relationships with an existing base of clients that fall within the Accounting Professional client space (Business Owners, Entrepreneurs, Consultants, etc.) The role will also entail pro-actively cross selling the full Private Bank...


  • Durban, 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: -...


  • Durban, South Africa FirstRand Full time

    Job 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. Hello future Private Wealth Advisor - Durban Welcome to FNB,...

  • Banking Analyst

    5 days ago


    Durban, South Africa Nedbank Full time

    **Requisition Details & Talent Acquisition Contact** - REQ: 132860- Talent Acquisition Consultant: Lerato Sithole- Location: KZN- Cluster: Nedbank Wealth- Closing Date: 20 March 2024**Job Family** - Sales and Services - Career Stream- Sales **Leadership Pipeline** - Manage Self: Operational **FAIS Affected** **Job Purpose** - To provide sales support...


  • Durban, South Africa Family Business Full time

    A private household is responsible for a wide range of tasks to ensure the smooth operation of a household. Here is a detailed job description for a private household assistant: A private household assistant provides comprehensive support to the household by managing daily activities, performing administrative tasks, and ensuring the smooth functioning of...

  • Banking Analyst

    2 weeks ago


    Durban, KwaZulu-Natal, South Africa Nedbank Full time

    Requisition Details & Talent Acquisition ContactREQ: Talent Acquisition Consultant: Lerato Sithole- Location: KZN- Cluster: Nedbank Wealth- Closing Date: 20 March 2024Job Family Sales and Services Career Stream SalesLeadership Pipeline Manage Self: OperationalFAIS AffectedJob Purpose To provide sales support services to private bankers and high net worth...


  • Durban, KwaZulu-Natal, South Africa FirstRand Full time

    Job DescriptionTo 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.Hello future Private Wealth Advisor - DurbanWelcome to FNB, the...


  • Durban, South Africa Standard Bank Group Full time

    Job Description To provide an administration function for the Relationship Manager for all sales and service requirements, including deal preparation. To monitor performance of an allocated portfolio in alignment with Commercial Client requirements. To provide an overall credit origination and risk management function for the portfolio. Accountable for...


  • Durban, KwaZulu-Natal, South Africa Fnb South Africa Full time

    Job Description:To proactively acquire new clients and develop, maintain and expand a client portfolio through high touch professional and personalised relationships with high net worth clients and the provision of holistic and appropriate solutions in meeting clients needs.(ads1)Job Responsibilities:Have courageValue our differencesAlways do the right...


  • Durban, South Africa Combined Private Investigations Full time

    To provide visible patrolling on sites, immediate armed reaction and escorting, incident management, close protection and operational support for critical services that support the operations of Combined Private Investigations and to ensure that all matters are addressed in a prompt, efficient, and professional manner. **Education and Experience**: Matric /...


  • Durban, KwaZulu-Natal, South Africa Family Business Full time

    A private household assistant plays a key role in ensuring the smooth functioning of a household by providing comprehensive support and managing various tasks with efficiency and discretion. Here is a breakdown of the responsibilities for this position: Administrative Support: Manage household schedules, appointments, and events.Organize household records...


  • Durban, South Africa Rory Mackie & Associates Full time

    The role of the Regional Head for Business Transactional Banking (BTB) entails the full responsibility for co-creating, leading, and executing the national and regional business strategies. This includes developing, driving, and directing sales, client service, marketing, and operations within regional teams. The role also entails working closely with our...


  • Durban, South Africa Careers Business Institute Full time

    Part-Time Accounting lecturer required for Private Tertiary Institution based in Chatsworth Centre. **Requirements**: Minimum completed B.Com with Accounting Majors Must have worked for at least 3 years in an Accounting or Auditing firm **Advantage**: At least 1 year of lecturing experience **Monday and Wednesday Evenings**: 6pm to 8pm. **Job Types**:...