Port Shepstone, South Africa
5 days ago
Client Portfolio Executive
Job Description

To strategically and operationally manage and grow a portfolio of high revenue generating business clients.

Hello Future Client Portfolio Executive

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

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:

Oversee of all activities performed by team representatives serving a client segment of 150 million plusAchieve net profit growth for the businessDrive an increase in average balance of specific portfolio of liabilitiesManage costs or expenses within approved budget to achieve cost efficienciesManage and grow existing clients and grow portfolio through pro-active portfolio managementMaximise Business Portfolio, cross sell opportunities and strengthen client relationshipsMaintenance of expert knowledge on specific products, pricing, application procedure, processing and timelines in order to drive and achieve relevant sales targetsAnalyse and understand complex client needs and provide appropriate solutions through deal structuringManage sales lead pipeline and enter all qualified leads into the pipeline and maintainTranslate strategies into actionable goals and execute relevant projects /initiatives aligned to strategic objectives with specific performance measures and control systems to track progressEnsure compliance is adopted in terms of systems and procedures as laid out by FNBTake all necessary actions to ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountabilityInitiate, prepare and present credit proposals to the relevant credit committee to secure credit facilities for clients within the credit policyAccumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities

You will be an ideal candidate if you:

Business Banking Degree (Financial)Must have RE5 and recognized qualification by Financial Sector Conduct Authority3-5 years banking experience and judgmental credit experience.Person must not be an unrehabilitated insolventIn accordance with National Credit Act (NCA) candidates applying for this role will require a credit record checkAgric qualification or experience will be an advantage

You will have access to:

Opportunities to network and collaborateA challenging working environmentOpportunities to innovate

We can be a match if you are:

Strong sales and client service experienceAbility to bring in new business and increase acquisitionStrong credit experience and negotiation skillsBuild and maintain stakeholder relationships experience(any segment)Strong collaboration skillsExposure to dealing with juristic clientsPortfolio management experience

Are you interested to take the step? We look forward to engaging with you further. Apply now!

#Post

#FNB

#LI-SM7
 

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

28/01/25

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.

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