Financial Services Specialist

21 hours ago


Rustenburg, North-West, South Africa FNB Namibia Full time
Job Overview

We are seeking a skilled and motivated individual to join our team as a Private Banking Analyst. This role will involve working closely with a team of Private Bankers to provide analysis, research, and sales support to affluent clients.

The successful candidate will be responsible for identifying opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.

Key Responsibilities
  • Contribute to a culture of service excellence, building positive relationships and providing opportunities for feedback and exceptional service.
  • Understand and market all financial services solutions within the relevant business offering.
  • Assist with profit growth for the business.
  • 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 managing existing clients, generating new leads, and growing the active customer account base.
  • Comply with relevant statutory, legislative, policy, and governance requirements as well as set processes and procedures related to the 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.
About Us

FirstRand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India.

The group follows a multi-branding approach, with a portfolio of financial services businesses including FNB, RMB, WesBank, Ashburton Investments, Aldermore, MotoNovo, DirectAxis, and MotoVantage.

The group's purpose of delivering Shared Prosperity provides many opportunities for employees to innovate and address social and environmental challenges in our markets.



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