Private Banking Analyst Private Clients, Klerksdorp

Job Overview

Support the proactive management of affluent client portfolio by partnering with Private Bankers to deliver insightful analysis, conduct research, and ensure seamless execution of sales and service activities. The role focuses on identifying opportunities to onboard new clients and expand relationships with existing ones.Responsibilities

Contribute to a culture of service excellence, building positive relationships and providing opportunities for feedback and exceptional service. Understand and market all financial services solutions within the relevant business offering. Assist with profit growth for the business. Ensure effective management of the leads pipeline.Develop, encourage and nurture collaborative relationships 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 timely planning, reporting and updating of all relevant information.Develop and manage key stakeholder relationships to enable the 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 to contribute to cost containment.Ensure growth and increase in the customer base by managing existing clients, generating new leads and growing active customer account base. Comply with relevant statutory, legislative, policy and governance requirements, as well as set processes and procedures related to the area of specialisation.Provide sound services and recommendations based on customer and client needs, current information and trends. Achieve expected financial targets and uphold associated service levels. Qualifications and Desired Attributes

Minimum qualifications: RE5 Certificate with a degree NQF7 level in Finance or Accounting. 2 to 3 years’ experience within a Sales/Service area of a financial environment. Must not be unrehabilitated insolvent. Curiosity and courage: driven by a desire to learn and constantly seeking mastery of skills.Commitment to delivering growth and excellence in customer relationship management. EEO Statement

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates may disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose it to other parties.Closing Date

Applications will not be accepted on or after 06/06/26. Kindly submit applications before the closing date indicated above.

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