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Private Banking Analyst

Vacancy Details

Reference No.



Our client, an eminent financial services provider is currently seeking an individual to assume the role of a Private Banking Analyst. The successful incumbent will be responsible for proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfillment.


• Identify solutions to increase cost effectiveness and enhance operational efficiencies within 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.
• Resolve all customer queries efficiently, and within agreed timelines.
• Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
• Proactively maximise cross sell opportunities through all forms of client engagement while in the process of servicing customers.
• Convert leads into successful sales. Achieve individual targets set to appropriate business area or sales plan.
• Source and refer new leads through client interactions.
• Improve service efficiencies for the bank through identifying opportunities, suggesting relevant solutions and migrating clients onto electronic platforms.
• Provide and track accurate and reliable sales and service statistics.
• Provide an efficient client focused administrative service through careful planning, reporting and updating of all related information to ensure that client expectations are met.
• Assist to track, control and influence sales activities to increase efficiencies and client delivery.
• Manage the internal client related activities to ensure that the Private Banker’s time is optimized at all times to increase sales and client profitability.
• 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.
• Participate in the innovation process in the business and contribute toward new innovations against objectives.
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
• Participate and contribute to a development culture where information regarding successes, issues, trends and ideas are actively shared.


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

Position Type


Work Level



Market Related


Banking/Finance And Investment

Salary Type



Cost To Company

Affirmative Action


Geographic Location

Western Cape - Cape Town CBD