Client Portfolio Executive
2 weeks ago
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.
Are you someone who can:
- Oversee of all activities performed by team representatives serving a client segment of 150 million plus
- Achieve net profit growth for the business
- Drive an increase in average balance of specific portfolio of liabilities
- Manage costs or expenses within approved budget to achieve cost efficiencies
- Manage and grow existing clients and grow portfolio through proactive portfolio management
- Maximise Business Portfolio, cross sell opportunities and strengthen client relationships
- Analyse and understand complex client needs and provide appropriate solutions through deal structuring
- Manage sales lead pipeline and enter all qualified leads into the pipeline and maintain
- Translate strategies into actionable goals and execute relevant projects /initiatives aligned to strategic objectives with specific performance measures and control systems to track progress
- Ensure compliance is adopted in terms of systems and procedures as laid out by FNB
- Take all necessary actions to ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability
- Initiate, prepare and present credit proposals to the relevant credit committee to secure credit facilities for clients within the credit policy
- Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities
- Business Banking Degree (Financial)
- Must have RE5 and recognized qualification by Financial Sector Conduct Authority
- 35 years banking experience and judgmental credit experience.
- Person must not be an unrehabilitated insolvent
- Agric qualification or experience will be an advantage
You will have access to:
- Opportunities to network and collaborate
- A challenging working environment
- Opportunities to innovate
We can be a match if you are:
- Strong sales and client service experience
- Ability to bring in new business and increase acquisition
- Strong credit experience and negotiation skills
- Build and maintain stakeholder relationships experience(any segment)
- Strong collaboration skills
- Exposure to dealing with juristic clients
- Portfolio management experience
Application Closing Date
10/02/24
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