Private Banking Analyst Private Wealth D [South Africa]


 

  • About us, purpose, experience and qualifications

    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. All appointments will be made in line with the Bank’s Employment Equity plan The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

    purpose

    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.

    experience and qualifications

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

    • In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.
  • No Referral plan is assigned to this job


 

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