Private Banking Analyst Private Clients D - Johannesburg, South Africa - FirstRand

FirstRand

Verified Company

Johannesburg, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

About us, purpose, experience and qualifications

about us:

- make a promise
- be deeply invested
- value our differences
- build trust, not territory
- have courage
- always do the right thing

purpose:

To assist in proactively managing a portfolio of clients with a team of Private Bankers through provision of analysis, research and sales and service fulfillment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management

experience and qualifications:

Minimum Qualification
Relevant diploma in Finance or Accounting
Experience 2 to 3 years experience within a Sales/Service area of a financial environment
Person must not be an unrehabilitated insolvent
additional requirements:

responsibilities:

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