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  • Private Banking Analyst Private Wealth - Klerksdorp - RMB

    RMB
    RMB Klerksdorp

    1 week ago

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    Description

    Private Banking Analyst - Private Wealth

    To play a pivotal role in proactively managing a portfolio of Private Wealth Clients, working closely with a team of Private Bankers to provide analysis, research and sales and service support.

    About the Role

    This position requires an individual who can contribute to a culture of exceptional service, foster positive relationships and encourage open feedback. The ideal candidate will have a solid understanding of financial services solutions and be able to market these effectively to clients.

    Main Responsibilities

    • Contribute to driving profit growth through effective stakeholder management and identifying new business opportunities.
    • Manage the leads pipeline and ensure timely follow-up on potential clients.
    • Develop strong collaborative relationships across teams.
    • Continuously assess own performance and seek feedback for improvement.
    • Identify innovative ways to improve efficiency and accuracy in work processes.
    • Provide high-quality administration services and manage key stakeholder relationships.
    • Deliver exceptional customer service that exceeds expectations through proactive and appropriate solutions.
    • Act responsibly with resources to contribute to cost containment.
    • Grow the customer base by managing existing clients, generating new leads and increasing active accounts.
    • Ensure compliance with relevant legislative requirements and internal policies.
    • Provide sound services and recommendations based on client needs.

    Requirements

    • Minimum Qualification: RE5 Certificate with a Degree NQF7 level in Finance or Accounting.
    • Experience: 2-3 years in Sales/Service area of a financial environment.
    • A person must not be insolvent.

    About Us

    FNB is a leading bank offering retail and commercial banking services, insurance and digital solutions. We strive to make a meaningful impact in people's lives and offer exciting career opportunities.


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