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Private Banking Analyst

Duties & Responsibilities In order to be considered the following is required: 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 Responsibilities: 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. 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. 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. Package & Remuneration. R Market Related CTC - Market Related CTC Monthly.

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