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Client Portfolio Executive

Client Portfolio Executive

FNB South AfricaNelspruit, ZA
20 days ago
Job description

Job title : Client Portfolio Executive

Job Location : Mpumalanga, Nelspruit

Deadline : September 30, 2025

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Are you someone who can :

  • 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

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    Client Portfolio Executive • Nelspruit, ZA