To proactively manage and optimise a defined portfolio of Wealth Clients by identifying and addressing their financial needs through tailored solutions. The role focuses on deepening client relationships, ensuring profitability, and maintaining long-term client retention. This is achieved through consistent engagement, effective use of financial tools and insights, and collaboration with internal specialists to deliver a seamless and value-adding client experience.
Hello Future Private Clients Private Banker Analyst – Young Professionals
Welcome to FNB, where we believe help is at the heart of human greatness. Our vision is to be a great business helping to create a better world.
As part of our talent team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.
Are you someone who can:
Deliver exceptional service and build trusted relationships with Young Professional clients through a customer-centric approach?
Support the Private Banker in managing and growing the Young Professional portfolio through efficient operational, administrative and client servicing activities?
Manage client requests, queries and follow-ups professionally while ensuring excellent turnaround times and service delivery?
Prepare accurate client documentation, portfolio information and reports to support informed client and business decisions?
Identify opportunities to deepen customer relationships by supporting the uptake of appropriate banking, lending and investment solutions?
Proactively engage with clients to ensure they remain active, main banked and receive an exceptional banking experience throughout their financial journey?
Apply sound knowledge of banking products, lending processes, compliance and risk requirements within the Private Clients environment?
Demonstrate strong planning, organisational and prioritisation skills while managing multiple client requests and competing priorities?
Build and maintain strong relationships with clients, Private Bankers and internal stakeholders to ensure seamless end-to-end client servicing?
Continuously identify opportunities to improve service delivery, operational efficiency and portfolio performance.
You will be an ideal candidate if you:
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 Retail Banking.
Possess sound knowledge of banking products, lending 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 or portfolio managers while delivering exceptional service to customers.
Possess strong interpersonal and communication skills, with the ability to build trusted relationships with clients and internal stakeholders.
Be proficient in Microsoft Office and banking systems, with the ability to manage multiple priorities in a fast-paced environment.
You will have access to:
Networking and Collaboration Opportunities
Challenging Work Environment
Opportunities for Innovation
Comprehensive Support
Continuous Learning and Development
We can be a match if you are:
Always doing the right thing – Fight for ethical conduct and transparency, both inside
and outside
Curious – Believe in insight, creativity, and its power to unlock value.
Deeply Invested – Take initiative and be a leader in your own right.
Valuing differences – Be inclusive, gracious, decent, and humble
Building Trust not Territory – Create a culture of sharing
Courageous – We have built a culture of bravery by speaking our minds and encouraging others to do the same.
Are you interested to take the step? We look forward to engaging with you further. Apply now!
*All applications must be done via the Group’s application portal. To access the portal click on the link below.
https://www.firstrandjobs.mobi/
https://firstrand.wd3.myworkdayjobs.com/FRB
All appointments will be made in line with FirstRand Groups s Employment Equity Plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
16/07/26
All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
The FirstRand Corporate Centre houses many of the critical functions required by a large and complex financial services group. The Corporate Centre’s stakeholders are external, such as regulators, shareholders, global developmental institutions and government; and also internal, mainly the market-leading businesses that service the group’s customers. These critical functions cover risk, compliance, governance, internal audit, treasury, finance and tax amongst many others. They require deep specialist and technical skills and ultimately represent the custodianship of the FirstRand group’s licence to operate.
Employees of the Corporate Centre develop a very unique perspective of the group because nowhere else can you own or be part of a mandate that operates across the portfolio. This allows for both big picture thinking and operational learning. It is also a great place to drive collaboration and a place to have a significant impact.
The Corporate Centre has adopted a blended approach to working, with a focus on balancing remote working and connections with colleagues in the workplace. Face-to-face interactions remain important to its way of working as these connections protect the business’s social capital, which is key to ensuring that FirstRand’s unique culture stays alive and continues to thrive.
