Private Banking Analyst Private Wealth at FNB South Africa

Job Description

To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Wealth Advisors 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.

Are you someone who can: 

• 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.
• 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.
• Provide sound services and recommendations based on customer and client needs, current information and trends.
• Compile reports that track progress and guide business to make informed decisions
• Achieve expected financial targets and uphold associated service levels.
• Develop and manage key stakeholder relationships that enable achievement of operational objectives.
• Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
• Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
• Ensure effective management of the leads pipeline.
• 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.
• Act responsibly with work related resources in order to contribute to cost containment.

You will be an ideal candidate if you:

• Have a relevant Degree in Finance or Economics or Accounting.
• Completed your RE5 qualification.
• Have 2 - 3 years’ experience within a Sales/Service area of a banking / financial environment.

You will have access to:

• Contribute to innovation by finding faster and more accurate ways of working.
• Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG.
• 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.

We can be a match if you are: 

• Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to
• Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it