Sunday , February 25 2024

First Rand Vacancies – Private Banking Analyst

Website FirstRand

Job Description:

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.

Job Responsibilities:

  • Assist with profit growth for the business through sales and acquisition of new clients.
  • Support sales through analysis of client portfolio and pro-active client engagement.
  • 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.
  • Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
  • Understand and market all financial services solutions within the relevant business offering.
  • Compile reports that track progress and guide business to make informed decisions
  • Ensure effective management of the leads pipeline.
  • Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.

Qualification & Experience:

  • Relevant Degree in Finance or Economics or Accounting.
  • 2 – 3 years’ experience within a Sales/Service area of a financial environment.
  • Preferred Qualification: FAIS accreditation required (RE).

Job Details:

Company: FirstRand

Vacancy Type: Full Time

Job Location:  Sandton, Gauteng, South Africa

Application Deadline: N/A

Apply Here