Client Portfolio Executive (Talent Pool)

FirstRand group; Pietermaritzburg; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial institution in Pietermaritzburg seeks a Client Portfolio Executive to strategically manage a portfolio of high revenue business clients. The role requires strong sales and client service experience, a Business Banking Degree, and 3–5 years in commercial banking. Join an adaptable team and be part of an innovative environment that supports diversity and inclusion. This position is office-based, offering a challenging environment with opportunities to innovate.

Benefits

Opportunities to network and collaborate

Challenging working environment

Opportunities to innovate

Qualifications

• 3–5 years commercial banking experience including judgmental credit.
• Candidate must not be an unrehabilitated insolvent.
• Candidates will require a credit record check.

Responsibilities

• Manage and grow existing clients while growing the portfolio.
• Oversee all activities of team representatives for a substantial client segment.
• Achieve net profit growth and cost efficiency.

Skills

Strong sales and client service experience

Ability to bring in new business

Strong credit experience

Strong negotiation skills

Strong collaboration skills

Education

Business Banking Degree (Financial / Accounting)

RE5 qualification

Job description

Description

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

Hello Future Client Portfolio Executive

Thank you for your interest in joining our talent community. Please note that this advertisement is not for an active vacancy, and as such you will not receive a decline notice or status update immediately. We are currently gathering applications to build a talent pool for future opportunities. By submitting your application, you will be considered for similar roles that may become available. We appreciate your interest and look forward to potentially working with you in the future.

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.

Are you someone who can

• Oversee all activities performed by team representatives serving a client segment of 60 to 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 proactive portfolio management
• Maximise Business Portfolio, cross‑sell opportunities and strengthen client relationships
• Maintain 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

You will be an ideal candidate if you

Business Banking Degree (Financial / Accounting)

Must have RE5 and recognized qualification by Financial Sector Conduct Authority

3‑5 years commercial banking experience and judgmental 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.

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

Are you interested to take the step? We look forward to engaging with you further. Apply now!

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

16 / 11 / 25

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.