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  • Posted: Jul 19, 2021
    Deadline: Not specified
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    In 1998 Rand Merchant Bank Holdings and the financial services interests (First National Bank of Southern Africa Limited "FNB"? and Southern Life Limited) of Anglo-American were merged to form FirstRand Limited. FNB became a wholly owned subsidiary of FirstRand and currently trades as a division of FirstRand Bank Limited. FNB provides personal, ...
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    Private Banking Analyst | JHB

    About the job

    • Minimum Qualification - Relevant Degree in Finance or Economics or Accounting, FAIS accreditation required (RE 5)
    • Preferred Qualification - Certificate Financial Planning
    • Experience - 3 to 5 years’ relevant client facing experience
    • Preferred - Strong background in investments, corporate finance, Private Banking or advisory services in dealing with complex personal and juristic financial structures:
    • In analysing and interpreting complex personal and juristic financial statements (balance sheets, Income statements, cash flow statements, financial ratios)
    • In structuring non-traditional security-based lending facilities
    • In providing tailored solutions to significant families
    • In advising clients regarding Company Succession Planning
    • Experience in dealing with clients and structures across various jurisdictions
    • Knowledge in Capital markets, risk management, investment management, trust and estate planning
    • Person must not be an unrehabilitated insolvent

    go to method of application »

    Private Banker | Gauteng

    About the job

    • FAIS accreditation required (RE).
    • 3 to 5 years relevant client facing experience (PB – Wealthy).
    • Product knowledge in Capital markets, risk management, investment management, trust and estate planning.
    • Relevant Degree in Finance or Economics or Accounting. (FSB Accredited)
    • Strong background in investments, corporate finance, Private Banking or related advisory services.
    • Experience in dealing with complex personal and juristic financial structures.
    • Experience in analyzing and interpreting complex personal and juristic financial statements (balance sheets, income statements, cash flow statements, financial ratios).
    • Experience in structuring non-traditional security-based lending facilities.
    • Experience in financial planning, trust and fiduciary.
    • Experience in advising clients regarding Company Succession Planning.
    • Experience in dealing with clients and structures across various jurisdictions.
    • Relevant Degree in Finance or Economics or Accounting. (FSB Accredited)
    • FAIS accreditation required (RE).
    • 3 to 5 years relevant client facing experience (PB – Wealthy).
    • Product knowledge in Capital markets, risk management, investment management, trust and estate planning.

    go to method of application »

    Private Banker - Cape town

    About the job

    • Minimum Qualification - Relevant Degree in Finance or Economics or Accounting, FAIS accreditation required (RE 5)
    • Preferred Qualification - Certificate Financial Planning
    • Experience - 3 to 5 years’ relevant client facing experience
    • Preferred - Strong background in investments, corporate finance, Private Banking or advisory services in dealing with complex personal and juristic financial structures:
    • In analysing and interpreting complex personal and juristic financial statements (balance sheets, Income statements, cash flow statements, financial ratios)
    • In structuring non-traditional security-based lending facilities
    • In providing tailored solutions to significant families
    • In advising clients regarding Company Succession Planning
    • Experience in dealing with clients and structures across various jurisdictions
    • Knowledge in Capital markets, risk management, investment management, trust and estate planning
    • Person must not be an unrehabilitated insolvent

    Method of Application

    Use the link(s) below to apply on company website.

     

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