Private Banking Analyst Private Wealth

To assist in proactively managing a portfolio of 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.Act responsibly with work related resources in order to contribute to cost containment.Achieve expected financial targets and uphold associated service levels.Deliver exceptional and high-quality advice that exceeds customers’ expectations through proactive, innovative and appropriate solutions.Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.Provide sound services and recommendations based on customer and client needs, current information and trends.Develop and manage key stakeholder relationships that enable achievement of operational objectives.Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.Compile reports that track progress and guide business to make informed decisions.Ensure effective management of the leads pipeline.