Private Banking Analyst Private Clients
2 weeks ago
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 within FNB and/or 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 specialization
- 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
09/02/24
-
Private Equity Analyst/Associate EE only
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 Equity Analyst/Associate EE only
3 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 Client Advisor
3 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...
-
Private Wealth Banker
3 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...
-
Relationship Manager: Private Clients
7 days 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 -...
-
Banking Analyst
2 days ago
Pretoria, South Africa Nedbank Full time**Requisition Details & Talent Acquisition Contact** - REQ: 132861- Talent Acquisition Consultant: Lerato Sithole- Location: Pretoria- 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 services to...
-
Private Banker
3 days ago
Pretoria, South Africa Nedbank Full time**Job Classification** - Job Family- Sales And Services - Career Stream- Relationship Management - Leadership Pipeline- Manage Self: Professional - FAIS Affected- FAIS Affected - Yes**Job Purpose** - To deliver banking solutions to clients by understanding their business and needs through relationship management to achieve Nedbanks strategy to be the most...
-
Financial Advisor
1 day ago
Pretoria, South Africa Rory Mackie & Associates Full time**Overview**: 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
3 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
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...
-
Financial Advisor
3 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...
-
Client Services Consultant Banking
7 days 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...
-
Bank Analyst
1 day ago
Pretoria, South Africa South African Reserve Bank Full time-The main purpose of this position is to provide specialist knowledge, skills and experience in the area of capital management and public disclosure as part of a team of specialists to ensure that the Prudential Authority (PA) fulfils its capital management responsibilities. -Detailed Description - Review, analyse and evaluate banks’ internal...
-
Analyst
5 hours ago
Pretoria, South Africa Crisis24 Full timeOur client seeks an Analyst to be responsible for all aspects of analysis of security data, crime reporting, criminal statistics, and trends. Responsible for in-depth research and analysis in support of the security function of the organization and provide support to investigators. Gather and evaluate information from different sources to predict and prevent...
-
Treasury Operations
2 weeks ago
Pretoria, South Africa TreasuryONE Full timeUnlock Your Potential with TreasuryONE! Are you ready to excel in your finance career and work with high networth private individuals? TreasuryONE is seeking a talented and dedicated Treasury Operations and Accounting Administrator to join our team. If you have a passion for finance, exceptional organisational skills, and a eye for detail, this is the...
-
Banking Analyst
2 days ago
Pretoria, South Africa Global e-Talent Full timeAssess and understand the strategy and business model of the bank. - Analyse and form a supervisory view of the risks facing the bank and the impact thereof on its risk profile. - Analyse and assess the adequacy and appropriateness of business and risk management practices applied by the bank and comparison thereof with industry best practices. - Analyse and...
-
Structured Finance Associate
4 days ago
Pretoria, South Africa Communicate Recruitment Full timeThis revered privately-owned investment banking firm is looking to add a Structured Finance Associate to their high-performing team. **Job & Company Description** The firm is one of the foremost independent Mergers and Acquisitions, Corporate Finance, Investments and Debt Advisory teams in South Africa. The individual will be required to originate and...
-
Associate Bank Analyst
2 days ago
Pretoria, South Africa South African Reserve Bank Full time-The purpose of this position is to perform prudential oversight of designated registered banking entities through a combination of off-site and on-site monitoring, analysis and supervision, thereby contributing to the soundness of governance and financial practices of such banking entities, and ultimately the safety and soundness of the financial...
-
Senior Financial Analyst
7 days ago
Pretoria, South Africa cinfo Full timeCOMPANY PRESENTATION Building today, a better Africa tomorrow Find in-depth information on careers with AfDB and related cinfo's support on cinfo.ch: **THE COMPLEX**: - The Vice Presidency for 'Agriculture, Human, and Social Development' is a Sector Complex focusing on the Bank's Ten-Year Strategy High 5s priority of "Feed Africa" and "Improve Quality of...
-
Consultant: Sales
7 days 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...