Client Portfolio Executive

1 week ago

Cape Town, Western Cape, South Africa Spane4all Full time

Client Portfolio Executive (Cape Town Metro) page is loaded

Client Portfolio Executive (Cape Town Metro)

Apply posted on Posted 3 Days Ago time left to apply End Date: May 31, 2025 (30+ days left to apply) job requisition id R23463

Job Description

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

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

As part of our team in FNB Commercial Sales and Service (Cape Town), 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.

The Ideal candidate must have the following exposure:

  • Manage cost to income to increase profitability and efficiencies for the business.
  • Enhance business performance and profitability.
  • Drive customer service delivery goal achievement in line with predefined standards and in support of operational objectives.
  • Ensure growth and increase in customer base by ensuring that the team manages existing clients, generates new leads and grows active customer account base.
  • Develop and manage key stakeholder relationships that enable achievement of operational objectives.
  • Drive the achievement of customer migration by recommending solutions and improving efficiencies.
  • Set tactical goals and optimize the use of the people, finances and technologies in order to realize those goals.
  • Define a sales strategy and delivery plans in support of the strategic business objectives.
  • Assess and evaluate credit applications in accordance with the Banks Credit Policy and within set time frames.
  • Ensure compliance to legislative and audit requirements and adherence to relevant processes.
  • Compile reports that track progress and guide business to make informed decisions.
  • Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
  • Manage people by executing line manager responsibilities and create an environment that encourages employee growth and performance excellence.

You will be an ideal candidate if you:

  • Have obtained 4-5 years Commercial Banking experience in a similar role.
  • FAIS Accredited qualification (NQF level 6, 7 etc.).
  • Exposure to Credit Applications in a commercial environment.
  • RE qualification.
  • Credit Management exposure a must.
  • Have experience in dealing with high level customer queries.
  • Must be able to structure deals.
  • Have the ability to acquire new clients.
  • Must be able to manage and maintain relationships with clients.
  • Maintain existing portfolio of clients.
  • Are not an unrehabilitated insolvent.

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:

  • Adaptable and curious.
  • Sales driven.
  • Thrive in a collaborative environment.
  • Client-centric.

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

Job Details

Application Closing Date: 31/05/25

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.

Introduce Yourself

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 Us

FirstRand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India. Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), FirstRand Limited is the largest financial institution by market capitalisation in Africa.

The group follows a multi-branding approach. Its portfolio of financial services businesses includes FNB, RMB, WesBank, Ashburton Investments, Aldermore, MotoNovo, DirectAxis and MotoVantage. Many are leaders in their respective segments and markets, offering transactional, lending, investment and insurance products and services. The FirstRand Corporate Centre houses many of the critical functions required by a large and complex financial services group.

The group's track record of delivering superior returns to shareholders has been achieved through a combination of organic growth, acquisitions, innovation and the creation of completely new businesses.

The group's purpose of delivering Shared Prosperity provides many opportunities for employees to innovate to address social and environmental challenges in our markets. All of our businesses have successful Volunteering programmes which also allow employees to adopt and support causes close to their hearts.

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