Relationship Manager Client Services

2 weeks ago

Johannesburg, Gauteng, South Africa Wesbank Full time

Relationship Manager Client Services page is loaded Relationship Manager Client Services Apply locations Johannesburg time type Full time posted on Posted 4 Days Ago job requisition id R1822 Job DescriptionWelcome 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 Employee Benefits, 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 FundProvide input into client servicing strategyOngoing review of fund structure and group risk arrangementsMonitor onboarding process of new clientsMonitoring section 14 transfersConduct member presentationsResponsible for client retentionWhere 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 FundManage and resolve complaintsKnowledge of changes in legislation impacting the employee benefits environmentKnowledge of group risk benefit arrangementsResponsible for annual rate and fee reviewYou will be an ideal candidate if you:

Relevant Degree – NQF Level 7Must have the following 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 B2Min 5 years' experience in Employee Benefits, ideally in a retirement fund consulting roleFAIS accredited (not acting under supervision)

CFP an advantage (but not required)Person must not be an unrehabilitated insolvent. In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record checkYou will have access to:
Opportunities to network and collaborateA challenging working environment that is progressive and agileOpportunities to innovate where iniative is taken and owned end to endWe can be a match if you are: Adaptable and curiousAnalyse complex data setsThrive in a collaborative environment #Post
#FNB
#LI-NP2
Job Details Application Closing Date
08/06/24 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.

Similar Jobs (1) Client Service Consultant locations Johannesburg time type Full time posted on Posted Yesterday

Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.

Should you have any queries, please log it via MyQ .

About UsServing retail and commercial customers, FNB is so much more than a bank, offering life and short-term insurance, innovative savings and investment products, and a digital universe of solutions that help customers navigate challenges and opportunities of everyday life.

It has a market-leading app and a globally recognised rewards system in eBucks. FNB has won multiple awards, including the Strongest Banking Brand in the World in the Brand Finance Banking report. FNB represents multiple opportunities for you to build an exciting and rewarding career. Especially if you want to change people's lives, in an authentic, profound and sustainable way.
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