PRIVATE BANKER ANALYST – Fnb 21 views

Key Responsibilities

• Deliver exceptional client support while maintaining a customer-centric approach across the Platinum, Private Clients and Private Wealth segments?
• Support Premium Private Bankers in managing and growing client portfolios through efficient operational, administrative and client servicing activities?
• Manage client requests, queries and follow-ups efficiently while ensuring exceptional turnaround times and service delivery?
• Prepare accurate client documentation, portfolio information and reports to support informed business and client decisions?
• Coordinate lending, securities, account maintenance and other banking processes while ensuring compliance with governance and operational requirements?
• Identify opportunities to enhance the client experience, deepen customer relationships and support portfolio growth across the Premium business?
• Understand client needs and proactively support banking, lending and investment solution opportunities to strengthen FNB as the client’s primary banking partner?
• Apply sound knowledge of banking processes, compliance, risk and operational requirements while maintaining high service standards?
• Demonstrate strong planning, organisational and prioritisation skills while supporting multiple Relationship Managers and managing competing priorities in a dynamic environment?
• Build and maintain strong relationships with clients, Private Bankers, branch teams and internal stakeholders to ensure seamless end-to-end client servicing?
• Work independently, communicate professionally and take ownership of delivering operational excellence while contributing to the continued success of the Premium business?

Requirements

• Have a Grade 12 certificate (25 points minimum). An appropriate Business Qualification, Commerce Degree or Banking-related qualification will be an added advantage.
• Have 2 to 4 years’ experience in a client-facing or banking support environment, preferably within Private Banking, Relationship Banking, Business Banking or Wealth Management.
• Possess sound knowledge of banking products, operational processes, compliance, risk management and customer servicing principles.
• Demonstrate strong administrative, organisational and coordination skills with excellent attention to detail.
• Have experience supporting Relationship Managers and servicing affluent or high-value clients within a fast-paced banking environment.
• Possess strong interpersonal, communication and stakeholder management skills, with the ability to build trusted relationships with clients and colleagues.
• Be proficient in Microsoft Office and banking systems, with the ability to manage multiple priorities while consistently delivering high-quality service.
• Demonstrate a passion for delivering exceptional customer experiences while contributing to the growth and success of the Premium business.

How to Apply

REF Code: R51439