Private Banking Analyst Private Wealth D

City of Cape Town, Western Cape 22 May

MJM Recruitment

  • Description

    Private Banking Analyst Private Wealth D – Cape Town
    Role Purpose
    To assist in proactively managing a portfolio of FNB 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.
    · 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 within FNB and/or across the FRG.

    Additional Requirements

    Preference will be given to candidates with the experience, understanding and qualifications:

    · 2-3 years’ experience within a Sales/Service environment
    · Relevant degree, Preferably in Finance
    · Ability to engage with high net worth individuals
    · Good understanding of political, social and economic environment
    · Analytical skills
    · Good understanding of MS Office
    · Excellent verbal and written communication skills
    · Accuracy and attention to detail
    · Good networking and relationship building skills
    · Basic understanding of investment and lending products
    · Ability to work in a high-pressured environment where multi-tasking is required
    From the above responsibilities, the successful candidates will also be responsible for the following:
    · Management of client portfolio
    · Providing sales and fulfilment support
    · Client review and analysis
    · Driving client growth/ sales and entrenchment
    · Managing risk and compliance projects
    · Proactive client contact

    It is inherent to the role that the incumbent is honest in dealing with cash and financial transactions. As such, it is a pre-requisite for candidates to undergo consumer credit record checks to enable the Employer to ascertain whether the candidate’s credit record is acceptable

    Qualifications and Experience
    · Relevant Degree in Finance or Economics or Accounting.
    · FAIS accreditation required (RE).
    · 2 - 3 years’ experience within a Sales/Service area of a financial environment.

  • Number of vacancies: 4
  • Requirements

  • Language(s): English
  • Availability for travel: No
  • Availability for change of residence: No

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Ad summary

  • Private Banking Analyst Private Wealth D

  • Recruiter

    MJM Recruitment

  • Province

    City of Cape Town, Western Cape

  • Work type

    Full Time

  • Type of contract

    Permanent contract

  • Salary


  • Apply now

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