Job Description

Responsible for management of their function, devising implementing and providing input into the customer relationship management strategy.

Strategically and operationally manage and grow a portfolio of high revenue generating clients

Hello Future Relationship Manager Client Services,

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 team in FNB Employee Benefits Kwazulu-Natal, 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:
•    Manage a portfolio of umbrella fund clients participating in the FNB Umbrella Fund
•    Provide input into client servicing strategy
•    Ongoing review of fund structure and group risk arrangements
•    Monitor onboarding process of new clients
•    Monitoring section 14 transfers
•    Conduct member presentations
•    Responsible for client retention
•    Where required, attend management committee meetings, as well as the preparation of agendas and minutes.
•    Provide ongoing support to financial advisors on all aspects related to the FNB Umbrella Fund
•    Manage and resolve complaints
•    Knowledge of changes in legislation impacting the employee benefits environment
•    Knowledge of group risk benefit arrangements
•    Responsible for annual rate and fee review

You will be an ideal candidate if you have:
•    Relevant Bachelor’s Degree NQF Level 7
•    Must have the following minimum sub-categories: 1.7 Pension Fund Benefits, 1.1 Long Term insurance Subcategory A, 1.3 Long Term insurance Subcategory B1 and 1.22 Long Term insurance Subcategory B2
•    Min 5 years’ experience in Employee Benefits, ideally in a retirement fund consulting role
•    FAIS accredited (not acting under supervision)
•    CFP an advantage (but not required)
•    RE 5
•    Person must not be an unrehabilitated insolvent. In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check

You will have access to: 
•    Opportunities to network and collaborate
•    A challenging working environment that is progressive and agile
•    Opportunities to innovate where initiative is taken and owned end to end

We can be a match if you are: 
•    Adaptable and curious
•    Analyse complex data sets
•    Thrive in a collaborative environment

Apply now if you are interested in taking the next step. We look forward to engaging with you!

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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Job Details

Application Closing Date

27/09/24

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.