Client Portfolio Executive

FNB South Africa; Worcester; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial institution in Western Cape, Worcester is seeking a Client Portfolio Executive to manage and grow a portfolio of high revenue clients. The ideal candidate will have 3-5 years of commercial banking experience, strong interpersonal skills, and a degree or postgraduate qualification. This role focuses on driving customer service excellence and achieving strategic business objectives.

Qualifications

• 3-5 years commercial banking experience in a similar role.
• Experience with complex credit applications in a commercial environment.
• Ability to drive performance and strive for excellence.

Responsibilities

• Manage and grow a portfolio of large commercial clients.
• Drive customer service delivery and achieve operational objectives.
• Define sales strategy and compose credit applications.

Skills

Commercial Banking experience

Interpersonal relationship building

Client query management

Education

Appropriate Degree or post grad qualification

RE qualification

Job description

Overview

Job title : Client Portfolio Executive

Job Location : Western Cape, Worcester

Deadline : December 01, 2025

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Job Description

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

The Ideal candidate must have the following exposure :

• Manage and grow a portfolio of large commercial clients with complex banking needs
• Drive customer service delivery in line with predefined standards and in support of operational efficiencies and objectives.
• Ensure growth in customer base by ensuring that the team manages existing clients, generates new leads and grows active customer account base.
• Develop and manage internal and external key stakeholder relationships that enable achievement of operational objectives.
• Set tactical goals and optimize the use of the people, finances and technology in order to realize those goals.
• Define a sales strategy and delivery plans in support of the strategic business objectives
• Compose and present credit applications in accordance with the Banks Credit Policy and within set time frames for final assessment to the banks Credit department
• Ensure compliance to legislative and audit requirements and adherence to relevant processes.
• Compile reports that track progress and guide business to make informed decisions.
• Continuously assess portfolio and own performance, seek timely and clear feedback and request training where appropriate.
• Manage people by executing line manager responsibilities and create an environment that encourages employee growth and performance excellence.

You will be an ideal candidate if you have :

• Obtained 3-5 years Commercial Banking experience in a similar role
• Appropriate Degree or post grad qualification
• Exposure to the preparation and / or assessment of complex Credit Applications in a commercial environment
• RE qualification
• Experience in dealing with complex client structures and customer queries
• The ability to build strong interpersonal relationships to maintain and grow a profitable client base
• The ability to drive your own performance, continuously seek to grow and learn and strive towards excellence in everything you do
• Are not an unrehabilitated insolvent

End Date : October 25, 2025

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