About this role
Job Description
To proactively manage and optimise a defined portfolio of Wealth Clients by identifying and addressing their financial needs through tailored solutions. The role focuses on deepening client relationships, ensuring profitability, and maintaining long-term client retention. This is achieved through consistent engagement, effective use of financial tools and insights, and collaboration with internal specialists to deliver a seamless and value-adding client experience. • Achieve revenue targets by either growing a portfolio of existing clients (optimizing revenue opportunities) or by acquiring new clients and increase potential of existing portfolio. • Analyse client's current product offerings and solutions with the aim of ensuring Wealth is the client's primary banking institution. In addition, identifying transactional and lending requirements. • Understand and market all Transactional Banking products within the Wealth offering, Understand and market all Lending solutions within the Wealth offering, Overdrafts, Mortgage (Single Homeloan), Mortgage (Multiple assets/ multiple properties), Commercial Property Finance, and Share Based Lending • Successfully implement, track and report on Client Campaigns and initiatives. • Track, control and influence sales activities with the specific aim of achieving previously determined sales targets. • Maximize cross sell opportunities through the identification of specialist advisory requirements. E.g. Wealth Management, Fiduciary, Portfolio Management. • Manage the growth of active customer Account Base to increase Client base and revenue. • Deliver exceptional service that exceeds client expectations through proactive, innovative and appropriate solutions • Manage and grow portfolio through proactive client contact. Ensure client retention and satisfaction levels (measured via the SIMS). • Provide and track accurate and reliable sales statistics via Siebel. • Comply with governance in terms of legislative and audit requirements.
Qualifications and Experience
• Bachelor of Science or Bachelor of Commerce, Hons. in Investment Management, Finance or Economics.
• Preferred Qualification: Certified Financial Planner.
• Experience 3 - 5 years’ experience in Financial Services, Financial Planning, Wealth Management, and client facing environment.
• Additional Knowledge – Understanding of money management principles. • Sound working knowledge of Banking and Financial Services. • Knowledge of Basic Principles of Hospitality and Service. • Excellent verbal and written communication, including the ability to regulate delivery in response to the needs of the target audience. • Ability to show empathy and genuine interest in people. • Proven track record in servicing a portfolio of clients and in acquisition of new relations. • Knowledge of global financial markets and current affairs. • Ability to match client needs with appropriate product solutions. • Project management skills and able to plan and organize work independently. • Sound knowledge of Bank’s risk and other mandates to ensure exercising good commercial judgement while representing the Bank’s and the shareholders’ interests always. Competencies
• Client Centricity • Building Trust • Networking and Relationship Building • Influencing and Negotiation • Strategic Thinking • Commercial Awareness • Decision Making • Attention to Detail • Accountability • Resilience • Emotional Intelligence • Collaboration and Teamwork • Continuous Learning • Professional Integrity #Post #FNB #LI-SM11
Important Closing Date Note
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 01/08/26 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.