Private Banking Analyst Private Wealth D - Sandton, South Africa - FirstRand

FirstRand
FirstRand
Verified Company
Sandton, South Africa

1 week ago

Thabo Mthembu

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 FNB Private Wealth Clients with a team of Private Bankers 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

experience and qualifications:


  • Relevant Degree in Finance or Economics or Accounting.
  • Preferred Qualification: FAIS accreditation required (RE).
years' experience within a Sales/Service area of a financial environment


additional requirements:


  • No Referral plan is assigned to this job
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