Private Banking Analyst Private Clients at FirstRand Group

Job 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 within FNB and/or 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 specialization
• Provide sound services and recommendations based on customer and client needs, current information and trends
• Achieve expected financial targets and uphold associated service levels