Client Portfolio Executive (Talent Pool)

Rmbwestport; Pietermaritzburg; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services firm in Pietermaritzburg is seeking a Client Portfolio Executive to manage and grow a portfolio of high revenue business clients. The position demands strong sales and client service experience, alongside 3-5 years in commercial banking. Ideal candidates should have a Business Banking Degree and RE5 certification. This role offers opportunities for networking and collaboration in a challenging work environment.

Benefits

Opportunities to network and collaborate

Challenging working environment

Opportunities to innovate

Qualifications

• 3-5 years commercial banking experience and judgmental credit experience.
• Candidate must not be an unrehabilitated insolvent.
• Compliance with the National Credit Act (NCA) required.

Responsibilities

• Manage and grow a portfolio of high revenue generating business clients.
• Oversee team activities serving a significant client segment.
• Drive profit growth and manage cost efficiencies.
• Maximize portfolio and strengthen client relationships.
• Ensure compliance with statutory requirements.
• Present credit proposals to the credit committee.

Skills

Sales experience

Client service experience

Negotiation skills

Stakeholder relationship building

Collaboration skills

Education

Business Banking Degree (Financial / Accounting)

RE5 certification

Job description

Client Portfolio Executive (Talent Pool) – Pietermaritzburg

Posted Today. 8 days left to apply. Job requisition id: R. End date: November 1, 2025.

Job Description

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

About The Role

As a Client Portfolio Executive, you'll be part of a team of self‑motivated, high‑achieving sales professionals.

The successful candidate will be based in Pietermaritzburg (Office based – 5 days).

Welcome to FNB, the home of the #changeables.

We design for the shapeshifters and deliver products and services that make us incredibly proud of people that 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.

Key Responsibilities

• Oversee all activities performed by team representatives serving a client segment of 60 to 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 proactive 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 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

Qualifications

• Business Banking Degree (Financial / Accounting)
• Must have RE5 and recognized qualification by Financial Sector Conduct Authority
• 3-5 years commercial banking experience and judgemental credit 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

Opportunities

• Opportunities to network and collaborate
• A challenging working environment
• Opportunities to innovate

Ideal candidate attributes

• 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

Application Deadline

Applications must be received before 01/11/25. All appointments will be made in line with FirstRand Group's Employment Equity plan.