Tuesday , February 27 2024

FNB Vacancies – Private Banking Analyst

Website FNB South Africa

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:

  • Ensure effective management of the leads pipeline.
  • Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
  • Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
  • Assist with profit growth for the business through sales and acquisition of new clients.
  • Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.
  • Understand and market all financial services solutions within the relevant business offering.
  • Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
  • Develop and manage key stakeholder relationships that enable achievement of operational objectives.
  • Achieve expected financial targets and uphold associated service levels.
  • Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.
  • Support sales through analysis of client portfolio and pro-active client engagement.
  • Contribute to innovation by finding faster and more accurate ways of working.
  • Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
  • Compile reports that track progress and guide business to make informed decisions
  • Provide sound services and recommendations based on customer and client needs, current information and trends.
  • Deliver exceptional and high quality advice that exceeds customers’ expectations through proactive, innovative and appropriate solutions.

Job Requirements:

  • Must have: FAIS accreditation required (RE).

Qualification & Experience:

  • Experience within a Sales/Service area of a financial environment.
  • Relevant Degree in Finance or Economics or Accounting.
  • Invest and Insure Experience
  • Must have experience in Credit or Lending Structures

Job Details:

Company: FNB South Africa

Vacancy Type: Full Time

Job Location: Cape Town, Western Cape, South Africa

Application Deadline: N/A

Apply Here