Private Banker Analyst

Duty Description

Role Purpose   

To proactively optimise a portfolio of FNB Wealth Clients with the objective of addressing their financial needs and ensuring client profitability as well as retaining the client base.

Responsibilities

• Achieve revenue targets by either growing a portfolio of existing clients (optimizing revenue opportunities) or by acquiring new clients and increase potential of existing portfolio.
• Analyze client’s current product offerings and solutions with the aim of ensuring FNB Wealth is the client’s primary banking institution. In addition, identifying transactional and lending requirements.
• Understand and market all Transactional Banking products within the FNB Wealth offering, Understand and market all Lending solutions within the FNB Wealth offering, Overdrafts, Mortgage (Single Homeloan), Mortgage (Multiple assets/ multiple properties), Commercial Property Finance, and Share Based Lending.
• Successfully implement, track and report on Client Campaigns and initiatives.
• Track, control and influence sales activities with the specific aim of achieving previously determined sales targets.
• Maximize cross sell opportunities through the identification of specialist advisory requirements. E.g. Wealth Management, Fiduciary, Portfolio Management.
• 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.
• Manage and grow portfolio through proactive client contact. Ensure client retention and satisfaction levels (measured via the SIMS).
• Provide and track accurate and reliable sales statistics via Siebel.
• Comply with governance in terms of legislative and audit requirements.

Opportunity | Duty Requirement(s)

Qualifications and Experience   

• Grade 12 with 27 points. Relevant Industry related qualifications or an appropriate business Degree.
• Minimum of 3 – 5 years experience in relationship banking, sales or client facing role within the financial services industry.

Added Advantages | Special Requirement(s)

Additional Requirements

Attach relevant documents (CV, Qualifications), without it your application will not be considered