FNB Call Centre Jobs – Private Banking Analyst

Website FirstRand

Job Description

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.

Job Responsibilities:

  • Ensure effective management of the leads pipeline.
  • 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.
  • Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
  • Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG.
  • Assist with profit growth for the business through sales and acquisition of new clients.
  • Support sales through analysis of client portfolio and pro-active client engagement.
  • Understand and market all financial services solutions within the relevant business offering.
  • Compile reports that track progress and guide business to make informed decisions

Qualification & Experience:

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

Job Details:

Company: Bellville, Western Cape, SA

Vacancy Type:  Full Time

Job Location: FirstRand

Application Deadline: N/A

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