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Portfolio Management Specialist

1 week ago

Johannesburg, Gauteng, South Africa FNB Namibia Full time

What We Offer

FNB Namibia offers a dynamic and supportive work environment, with opportunities for professional growth and development. As a Banking Advisor Affluent, you will have access to a range of benefits, including:

  • Competitive salary and bonus structure.
  • Ongoing training and development opportunities.
  • Opportunities for career advancement and professional growth.
  • Collaborative and supportive work environment.
  • Access to a range of benefits, including medical aid, pension fund, and life insurance.

About the Job

This is an exciting opportunity to join our team as a Banking Advisor Affluent. You will be responsible for providing analysis, research, and sales and service fulfilment to proactively manage a portfolio of FNB Private Clients. You will work closely with a team of Private Advisors to identify additional opportunities for banking new clients and growing existing client portfolios through effective stakeholder management.

Key Responsibilities

  • Manage a portfolio of FNB Private Clients, identifying opportunities for banking new clients and growing existing client portfolios.
  • Work closely with a team of Private Advisors to develop and implement strategies to meet business objectives.
  • Provide expert advice and support to clients, helping them achieve their financial goals.
  • Contribute to a culture of service excellence, building positive relationships and providing opportunities for feedback and exceptional service.
  • Develop and manage key stakeholder relationships to achieve operational objectives.
  • Ensure growth and increase in the customer base by managing existing clients, generating new leads, and growing active customer account bases.
  • Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
  • Provide an efficient administration service through careful and timeous planning, reporting, and updating of all relevant information.
  • Comply with relevant statutory, legislative, policy, and governance requirements, as well as set processes and procedures related to the area of specialisation.
  • Compile reports that track progress and guide business to make informed decisions.
  • Ensure effective management of the leads pipeline.
  • Support sales through analysis of client portfolios and proactive client engagement.
  • Contribute to innovation by finding faster and more accurate ways of working.
  • Assist with profit growth for the business through sales and acquisition of new clients.
  • Understand and market all financial services solutions within the relevant business offering.
  • Continuously assess own performance, seek timely and clear feedback, and request training where appropriate.
  • Develop, encourage, and nurture collaborative relationships within FNB and/or across the FRG.