Private Banking Analyst

Updated: March 19, 2024 12:57 AM GMT

FNB South Africa

Upington

Private Banking Analyst ( Upington)

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
• 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
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