Private Banking Analyst - Private Wealth

Location: Johannesburg, Gauteng, South Africa
Date Posted: 03-05-2019
Our Client, within the Banking Industry, is seeking a Private Banking Analyst - Private Wealth.  We have 4 positions based in JHB, PTA, KZN and CT. 

To assist in proactively managing a portfolio of 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.

Preference will be given to candidates with the experience, understanding and qualifications:
·         2-3 years’ experience within a Sales/Service environment
·         Relevant degree, Preferably in Finance
·         Ability to engage with high net worth individuals
·         Good understanding of political, social and economic environment
·         Analytical skills
·         Good understanding of MS Office
·         Excellent verbal and written communication skills
·         Accuracy and attention to detail
·         Good networking and relationship building skills
·         Basic understanding of investment and lending products
·         Ability to work in a high pressured environment where multi-tasking is required

From the above responsibilities, the successful candidates will also be responsible for the following:
·         Management of client portfolio
·         Providing sales and fulfilment support
·         Client review and analysis
·         Driving client growth/ sales and entrenchment
·         Managing risk and compliance projects
·         Proactive client contact

Relevant Degree in Finance or Economics or Accounting.
·         FAIS accreditation required (RE).
·         2 - 3 years’ experience within a Sales/Service area of a financial environment.
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