Investment Specialist

Job Description

To identify Investment opportunities and grow the Bank s deposit book by either analysing existing FNB clients requirement or by acquiring new clients In addition, offerings customers Investment solutions with the aim of ensuring that FNB is the client's primary banking institution

Hello Investment Specialist

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 Cash Investments, you will be surrounded by unique professionals with, 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.

Key responsibilities
- Net interest income growth for the year per budget by preparing and processing of Interest rate proposals to segments in the group.
- Drive an increase in average balance of specific portfolio of liabilities as defined in the Financial Performance Report of the Business.
- Establish, align, and manage target and budget goals whilst ensuring effective control of costs for a range of functional areas to increase cost efficiency.
- Manage early redemption to minimize losses to the business and group.
- Deliver exceptional service that exceeds customers' expectations through proactive, innovative, and appropriate solutions.
- Build and maintain strategic relationships with internal and external parties to support the sales strategy.
- Maintenance of expert knowledge on relevant legislative amendments, industry best practices and provision of proactive advice and solutions to relevant stakeholders.
- Provide sales support efficiencies and services in order to ensure retention of clients by ensuring the timely renewal of all existing investment and negotiating special rates for clients.
- Maximise Business Portfolio cross sell opportunities and strengthen client relationships.
- Increase Investment Products and services to existing commercial customers.
- Translate strategies into actionable goals and execute relevant projects / initiatives aligned to strategic objectives with specific performance measures and control systems to track progress.
- Liaising with our business clients and their representatives to explore their investment preferences and appetite for risk.
- To be able to manage and discuss investment fund options to maximize return on client investments.
- Self-source new business.
- Able to hold complex conversations with our business clients and their representatives that fall under high net worth segments.
- Monitor changes in legislation, regulations, initiatives, and relevant industry practices. Ensure drafting and implementation of appropriate interventions. Ensure compliance with audit requirements.
- Track, control, and influence sales activities with the specific aim to increase sales efficiencies of the team.
- Monitor and record key industry trends that can impact on the current and future product offering.
- Improve business decisions by providing accurate and reliable business intelligence (information) together with analyzing trends and data.
- Manage own development to increase own competencies.
- Plan and manage performance, skills development, employment equity, talent and culture of team in order to improve innovation, achieve efficiencies and increase.

Qualifications and additional requirements:

- 3 - 5 years banking experience
- RE 5
- Class of Business advantageous
- NQF 7 ,8 Banking related qualification essential.
- Fund Investments exposure advantageous

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
- An experienced professional
- Adaptable and curious
- Able to analyse complex data sets
- Thrive in collaborative environments

All appointments will be made in line with FirstRand Group’s Employment Equity plan.

Job Details

Application Closing Date

19/03/24