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Private Banking Analyst

Vacancy Details

Reference No.



Our client, a well-established financial service provider is currently seeking an individual to assume the role of Private Banking Analyst. The successful incumbent will be responsible for identifying additional opportunities for banking new clients as well as growing a portfolio of existing clients through effective stakeholder management.


  • Identify solutions to increase cost effectiveness and enhance operational efficiencies within the portfolio.
  • Proactively drive achievement of sales targets in line with team targets and broader sales strategy.
  • Provide sales support efficiencies and services to ensure retention of clients.
  • Market all Financial Services Solutions.
  • Successfully implement, track and report on Client Campaigns and initiatives.
  • Manage the growth of active customer account base to increase client base and revenue.
  • Deliver exceptional service that exceeds client expectations through proactive, innovative and appropriate solutions.
  • Initiate and manage client research, data mining and quantitative analysis with a view to providing client intelligence and identifying opportunities for portfolio growth.
  • Educate clients on bank products and services in order to drive and achieve migration of clients to e-platforms as well as achievement of relevant growth targets.
  • Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
  • Ensure adherence to relevant processes and compliance to legislative and audit requirements.
  • Capture and maintain qualified leads onto the leads management system, and maintain on a daily basis.
  • Provide and track accurate and reliable sales and service statistics.
  • Participate and contribute to a development culture where information regarding successes, issues, trends and ideas are actively shared.
  • Continuously assess own performance, seek timely and clear feedback and request training where appropriate.


  • Relevant Degree
  • Degree in Finance and/or Economics third year Accounting
  • FAIS accreditation (required)
  • 2 - 3 years’ experience within a Sales/Service area of a financial environment (preferred)


Kindly note, if you have not heard from us within two weeks of your application please consider it unsuccessful.

Position Type


Work Level



Market Related


Banking/Finance And Investment

Salary Type



Cost To Company

Affirmative Action


Geographic Location

Western Cape - Cape Town CBD