Client Portfolio Executive

FNB South Africa; Durban; On-site; ZAR 500,000 - 700,000; Full time

Job summary

A leading financial institution in Durban is looking for a Client Portfolio Executive to manage and grow a portfolio of high revenue-generating business clients. The ideal candidate will have 3-5 years of banking experience and a Business Banking Degree. This role emphasizes client relationship management and driving revenue growth, along with compliance and regulatory adherence.

Benefits

Opportunities to network and collaborate

A challenging working environment

Opportunities to innovate

Qualifications

• Hold a Business Banking Degree (Financial).
• Possess RE5 and a recognized qualification by the Financial Sector Conduct Authority.
• Have 3-5 years banking experience, including judgmental credit and agricultural experience.

Responsibilities

• Manage and grow a portfolio of high revenue-generating business clients.
• Drive net profit growth for the business.
• Maximise business portfolio and cross-sell opportunities.

Skills

Sales experience

Client service

Credit negotiation skills

Stakeholder relationship management

Education

Business Banking Degree (Financial)

RE5 certification

Job description

Job Description

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

Hello Future Client Portfolio Executive,

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 who make it happen.

As part of our talent team, 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.

Are You Someone Who Can

• Oversee all activities performed by team representatives serving a client segment of 150 million plus
• Achieve net profit growth for the business
• Drive an increase in the average balance of a specific portfolio of liabilities
• Manage costs or expenses within the approved budget to achieve cost efficiencies
• Manage and grow existing clients and expand the portfolio through proactive management
• Maximise business portfolio, cross-sell opportunities, and strengthen client relationships
• Maintain expert knowledge on specific products, pricing, application procedures, processing, and timelines to drive sales targets
• Analyze and understand complex client needs and provide appropriate solutions through deal structuring
• Manage sales lead pipeline and maintain all qualified leads
• Translate strategies into actionable goals and execute projects aligned with strategic objectives, with performance measures and control systems to track progress
• Ensure compliance with systems and procedures as laid out by FNB
• Take necessary actions to ensure compliance with statutory, legislative, policy, and governance requirements
• Prepare and present credit proposals to secure credit facilities within credit policy
• Gather information to review work progress, providing input for reporting, decision-making, and improvements

You Will Be An Ideal Candidate If You

• Hold a Business Banking Degree (Financial)
• Possess RE5 and a recognized qualification by the Financial Sector Conduct Authority
• Have 3-5 years banking experience, including judgmental credit and agricultural experience
• Are not an unrehabilitated insolvent
• Are willing to undergo a credit record check as per the National Credit Act (NCA)

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

• Experienced in sales and client service
• Capable of bringing in new business and increasing acquisition
• Possess strong credit and negotiation skills
• Experienced in building and maintaining stakeholder relationships
• Collaborative and team-oriented
• Experienced in dealing with juristic clients
• Have portfolio management experience

Interested in taking the next step?

We look forward to engaging with you further. Apply now!

Job Details

Note: Applications will not be accepted after 15/08/2025. Please submit your application before the closing date.

All appointments will align with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates can voluntarily disclose disability information, which will be kept confidential unless required by law.