Client Portfolio Executive

1 week ago

Cape Town, Western Cape, South Africa Wesbank Full time

Client Portfolio Executive (Cape Town Metro)

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 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.

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