Client Portfolio Executive

FNB South Africa; Mbombela; On-site; ZAR 400,000 - 550,000; Full time

Job summary

A leading financial services company is seeking a Client Portfolio Executive in Mpumalanga. The ideal candidate will manage a portfolio primarily in agriculture, oversee client activities, and achieve business targets. A Business Banking degree and 3-5 years of relevant banking experience are required. This position offers opportunities to innovate and network within a challenging environment.

Benefits

Opportunities to network and collaborate

Challenging working environment

Opportunities to innovate

Qualifications

• 3-5 years of banking experience with judgmental credit.
• Must have RE5 and a recognized qualification by Financial Sector Conduct Authority.
• Not an unrehabilitated insolvent.

Responsibilities

• Oversee activities performed by team representatives.
• Achieve net profit growth for the business.
• Maximize business portfolio and strengthen client relationships.

Skills

Sales experience

Client service experience

Credit negotiation skills

Portfolio management experience

Education

Business Banking Degree

Agricultural qualification

Job description

Overview

Job title : Client Portfolio Executive

Job Location : Mpumalanga, Nelspruit

Deadline : September 30, 2025

Responsibilities

• Portfolio is 100% Agric
• Oversee of 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 average balance of specific portfolio of liabilities
• Manage costs or expenses within approved budget to achieve cost efficiencies
• Manage and grow existing clients and grow portfolio through pro-active portfolio management
• Maximise Business Portfolio, cross sell opportunities and strengthen client relationships
• Maintenance of expert knowledge on specific products, pricing, application procedure, processing and timelines in order to drive and achieve relevant sales targets
• Analyse and understand complex client needs and provide appropriate solutions through deal structuring
• Manage sales lead pipeline and enter all qualified leads into the pipeline and maintain
• Translate strategies into actionable goals and execute relevant projects / initiatives aligned to strategic objectives with specific performance measures and control systems to track progress
• Ensure compliance is adopted in terms of systems and procedures as laid out by FNB
• Take all necessary actions to ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability
• Initiate, prepare and present credit proposals to the relevant credit committee to secure credit facilities for clients within the credit policy
• Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities

You will be an ideal candidate if you :

• Business Banking Degree (Financial)
• Agric related qualification will be an advantage
• Must have RE5 and recognized qualification by Financial Sector Conduct Authority
• 3-5 years banking experience and judgmental credit, agric experience.
• Person must not be an unrehabilitated insolvent
• In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check

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 :

• Strong sales and client service experience
• Ability to bring in new business and increase acquisition
• Strong credit experience and negotiation skills
• Build and maintain stakeholder relationships experience (any segment)
• Strong collaboration skills
• Exposure to dealing with juristic clients
• Portfolio management experience

End Date : September 14, 2025

Category : Accounting / Financial Services jobs