Private Banking Analyst-7
3 weeks ago
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 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 specialisation. 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
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
12/10/24All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
-
Private Banking Analyst
3 weeks ago
Pretoria, Gauteng, South Africa FirstRand Bank Limited Full timeJob SummaryWe are seeking a skilled Private Banking Analyst to join our team at FirstRand Bank Limited. As a key member of our Private Banking department, you will be responsible for providing analysis, research, sales, and service fulfillment to our affluent clients.Key ResponsibilitiesContribute to a culture of service excellence, building positive...
-
Private Banking Analyst Private Clients
4 months ago
Pretoria, South Africa FirstRand Full timeAbout us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: - To assist in proactively managing a portfolio of clients with a team of Private Bankers through provision of analysis, research and sales and...
-
Private Banking Financial Strategist
4 weeks ago
Pretoria, Gauteng, South Africa Rory Mackie & Associates Full timePosition Overview:Rory Mackie & Associates, a premier Private Banking and Wealth Management firm focused on High-Net-Worth individuals, is in search of a Senior Financial Advisor. This role entails delivering comprehensive financial guidance on life risk and investment products tailored for Private Banking clientele, adhering to FAIS regulations and...
-
Private Banker Pipeline
2 weeks ago
Pretoria, South Africa Absa Group Full timeEmpowering Africa’s tomorrow, together…one story at a time. 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...
-
Private Banker Pipeline
3 weeks ago
Pretoria, South Africa 1001 Absa Bank Full timeEmpowering Africa’s tomorrow, together…one story at a time. 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...
-
Pretoria, South Africa The Recruitment Council Full timeOur client is looking for an individual to take on the role of a Private Equity Accountant. Responsibilities: 1. Ensure proper accounting for investment structures, lower tier/subsidiary trial balances, tax blockers and alternative investment vehicles (AIVs), equity method accounting and consolidation. 2. Review the Administrator’s accounting for...
-
Private Wealth Banker
5 months 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...
-
Private Wealth Banker
5 months 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...
-
Private Wealth Manager
4 weeks ago
Pretoria, Gauteng, South Africa FirstRand Bank Limited Full timeJob SummaryWe are seeking a highly skilled Private Wealth Advisor to join our team at FirstRand Bank Limited. As a Private Wealth Advisor, you will be responsible for delivering exceptional experience and education to our Private Wealth clients on wealth creation, accumulation, and protection tactics.Key ResponsibilitiesIdentify and advise on fiduciary...
-
Private Wealth Manager
3 weeks ago
Pretoria, Gauteng, South Africa FirstRand Bank Limited Full timeJob SummaryWe are seeking a skilled Private Wealth Advisor to join our team at FirstRand Bank Limited. As a Private Wealth Advisor, you will be responsible for delivering exceptional experience and education to our Private Wealth clients on wealth creation, accumulation, and protection tactics.Key ResponsibilitiesIdentify and advise on fiduciary...
-
Private Banker Pipeline
4 months ago
Pretoria, South Africa Absa Bank Limited Full timeEmpowering Africa’s tomorrow, together one story at a time. - 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...
-
Banking Advisor
4 weeks ago
Pretoria, Gauteng, South Africa FirstRand Bank Limited Full timeAbout the RoleWe are seeking a highly skilled and motivated Banking Advisor to join our Private Banking & Advisory Team. As a key member of our team, you will be responsible for proactively managing a portfolio of affluent clients, providing analysis, research, sales, and service fulfillment to identify additional opportunities for banking new clients and...
-
Banking Analyst
6 months 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...
-
Pretoria, South Africa Ajtechnicaldr Full timeSouth African Reserve Bank is Recruiting for a Junior Bank Analyst Location: Pretoria, Gauteng Closing date: Ongoing Brief description The purpose of this position is to perform prudential oversight of designated registered banking entities forming part of a large banking group through a combination of off-site and on-site monitoring, analysis and...
-
(47) Manager - Banking Supervision
7 months ago
Pretoria, South Africa South African Reserve Bank Full time**Brief description** The primary objective of this position is to manage the delivery by a team of analysts, thereby contributing to the effective and efficient supervision of an allocated banking group. **Detailed description** - Provide strategic direction to a team of analysts in terms of ongoing supervisory oversight of allocated financial entities,...
-
Quantitative Analyst
5 months ago
Pretoria, South Africa Unique Personnel Full time**Job Number** - 70180 **Job Type** - Permanent **Job Title** - Quantitative Analyst **Computer Skills** - ICAAP,IFRS 9,In-depth Hedge **Industry** - Financial Services **City** - Tshwane (Pretoria) **Province** - Gauteng **Purpose of the Job**: - The Quantitative Analyst is responsible for ensuring the bank's balance sheet is appropriately modelled...
-
Private Wealth Manager
4 weeks ago
Pretoria, Gauteng, South Africa Keller Executive Search Full timeExpat Opportunity in MauritiusWe are seeking a high-performing sales professional in the Wealth Management, Private Banking, or related fields to join our team in Mauritius. This exciting opportunity offers attractive compensation and growth potential for the right candidate.Key Responsibilities:Drive business development for our products in your designated...
-
Private Equity Accountant | Pretoria
2 weeks ago
Pretoria, South Africa The Recruitment Council Full timeOur client is looking for an individual to take on the role of a Private Equity Accountant. Responsibilities: - Ensure proper accounting for investment structures, lower tier/subsidiary trial balances, tax blockers and alternative investment vehicles (AIVs), equity method accounting and consolidation. - Review the Administrator’s accounting for...
-
Associate Bank Analyst
4 months 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 sound ness of governance and financial practi c es of such banking entities, and ultimately the safety and soundness of the financial...
-
Banking Secretary
1 month ago
Pretoria, Gauteng, South Africa Marvel Placement Consultants Full time{"title": "Banking Secretary", "description": "Job SummaryWe are seeking a highly skilled Banking Secretary to join our team at Marvel Placement Consultants. As a key member of our team, you will be responsible for providing administrative support to our clients in the banking sector.Key ResponsibilitiesComposing and preparing various court documents,...