Private Banking Analyst

1 week ago

East London, South Africa Afrizan People Intelligence Full time

**Role**

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 management.

**Responsibilities**

Act responsibly with work related resources in order 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 opportunity 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 area of specialisation

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

Application Question(s):

- Do you have a relevant degree in finance or economics or accounting?
- Have you completed an RE5?
- Do you have 2 - 3 years’ experience within a sales/service area of a financial environment?

  • Channel Growth Lead – Private Banking

    1 week ago

    East London, South Africa Firstrand Group Full time

    A leading financial institution in East London is looking for a strategic leader to drive product development and client acquisition. The ideal candidate will have extensive banking experience, strong leadership skills, and the ability to manage client relationships effectively. This position requires a relevant NQF Level 8 qualification and a commitment to...

  • Senior Business Analyst

    2 weeks ago

    East London, South Africa Global Recruitment Full time

    Senior Business Analyst (Remote SA)Qualifications & ExperienceMinimum 7 years proven experience as a Business Analyst type role, in financial services, banking, credit, fintech, or a complex operational environment.Strong background in bridging business needs and technical solutions, with experience working closely with developers, project managers, and...

  • Financial Analyst

    4 weeks ago

    East London, South Africa Abantu Staffing Solutions Full time

    Overview Our client in the Automotive Industry is seeking a Financial Analyst to join their team. The successful incumbent will be responsible for supporting the Finance Plant Controller in maintaining accurate financial records, ensuring compliance, and contributing to continuous improvement across the plant. Minimum Requirements Grade 12 / Matric...

  • Financial Analyst

    4 weeks ago

    East London, South Africa Abantu Staffing Solutions Full time

    Overview Our client in the Automotive Industry is seeking a Financial Analyst to join their team. The successful incumbent will be responsible for supporting the Finance Plant Controller in maintaining accurate financial records, ensuring compliance, and contributing to continuous improvement across the plant. Minimum Requirements  Grade 12 / Matric...

  • Financial Analyst

    3 weeks ago

    East London, South Africa Ananzi Full time

    Overview Our client in the Automotive Industry is seeking a Financial Analyst to join their team. The successful incumbent will be responsible for supporting the Finance Plant Controller in maintaining accurate financial records, ensuring compliance, and contributing to continuous improvement across the plant. Minimum Requirements Grade 12 / Matric...

  • Bank Homecare Nurse

    3 days ago

    East London, South Africa Core System Full time

    About The Role Being a Bank Nurse at Lloyds Clinical is more than just a job. You will have direct impact on people’s lives, meeting the evolving needs of our patients. Our nurses are the heroes behind the front-line. You can be that too. Monday - Friday - £22 per hour Saturday - Sunday - £30 per hour Bank Holidays - £35 per hour The above is paid on a...

  • Executive, Financial Planner

    1 week ago

    East London, South Africa Standard Bank of South Africa Limited Full time

    Business Segment: Personal & Private Banking Location: ZA, undefined, Johannesburg, East London To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order to solve for their complex financial needs. Qualifications NQF level...

  • Senior Business Analyst

    1 week ago

    East London, South Africa Abantu Staffing Solutions Full time

    Overview:Our client is seeking a well-experienced Senior Business Analyst to join their Finance business unit. This role requires a professional who can quickly understand the intricacies of the business operations, rules, and systems, and serve as the key bridge between business stakeholders, project managers, and development teams (both internal and...

  • Senior Business Analyst

    1 week ago

    East London, South Africa Abantu Staffing Solutions Full time

    Overview: Our client is seeking a well-experienced Senior Business Analyst to join their Finance business unit. This role requires a professional who can quickly understand the intricacies of the business operations, rules, and systems, and serve as the key bridge between business stakeholders, project managers, and development teams (both internal and...

  • Financial Analyst

    16 hours ago

    East London, South Africa Abantu Staffing Solutions Full time

    Overview Our client in the Automotive Industry is seeking a Financial Analyst to join their team. The successful incumbent will be responsible for supporting the Finance Plant Controller in maintaining accurate financial records, ensuring compliance, and contributing to continuous improvement across the plant. Minimum Requirements  Grade 12 / Matric...