Private Banking Analyst

Updated: March 08, 2024 12:45 AM GMT

Full-time Job in Port Shepstone, KwaZulu-Natal

FNB South Africa

Port Shepstone, South Africa

About Us

· make a promise

· be deeply invested

· value our differences

· build trust, not territory

· have courage

· always do the right thing

· stay curious

and you have one simple goal: to improve the lives of customers through simple, effective solutions that meet their needs, contact us today and join a winning team.

Purpose

To assist in proactively managing a portfolio of FNB Affluent Clients with a team of Private Advisors 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.

Responsibilities:

· Act responsibly with work related resources in order to contribute to cost containment.

· Achieve expected financial targets and uphold associated service levels.

· Deliver exceptional and high-quality advice that exceeds customers’ expectations through proactive, innovative and appropriate... More Detail