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Private Banking Analyst

2 months ago

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

About the Role

This is an exciting opportunity to join the FirstRand Group as a Private Banking Analyst, where you will play a key role in proactively managing a portfolio of FNB Private Wealth Clients.

Key Responsibilities

  • Act responsibly with work-related resources 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 opportunities 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 the area of specialization.
  • 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.

About Us

The FirstRand Group is committed to promoting diversity and inclusion in the workplace. We strive to create a culture that values and respects the contributions of all employees, regardless of their background, culture, or ability.

We are an equal opportunities employer and welcome applications from individuals with disabilities. If you have a disability and require reasonable adjustments to be made during the recruitment process, please let us know.