Investment Specialist

FNB NamibiaCape Town, Western Cape, South Africa

2 days ago

Job description

Job Description

To identify Investment opportunities and grow the Bank's deposit book by either analysing existing client's requirement or by acquiring new clients in addition, offerings customers Investment solutions with the aim of ensuring that the bank is the client's primary banking institution.

Hello Investment Specialist

Welcome to FNB – Home of the #Changeables

At FNB, we design for the shapeshifters — those who embrace change and drive innovation. As part of our

Cash Investments team

, you’ll join a dynamic group of professionals who are curious, adaptable, and committed to delivering impactful solutions. This is your opportunity to unlock your potential in a team where expertise meets transformation.

Your Role : Investment Specialist – Sales Focus

As an Investment Specialist, your primary focus will be on

driving the Investment book growth

deepening client relationships

, and

delivering tailored solutions

to our commercial clients.

Key Responsibilities

Portfolio Growth

: Drive an increase in average balances across your assigned liability portfolio, as defined in the Financial Performance Report.

Revenue Generation

: Grow and manage net interest income through strategic sales and retention initiatives.

Client Solutioning

: Provide expert advice on cash flow management and liquidity solutions.

Redemption Management

: Minimise early redemptions to protect business profitability.

Client Experience

: Deliver proactive, innovative, and exceptional service that exceeds client expectations.

Relationship Building

: Establish and maintain strategic relationships with internal and external stakeholders to support sales strategy.

Regulatory Expertise

: Stay up to date with legislative changes and industry best practices to provide informed advice.

Sales Support

: Ensure timely renewals and negotiate special rates to retain and grow client portfolios.

Cross-Selling

: Maximise cross-sell opportunities across the business portfolio.

Product Penetration

: Increase uptake of investment products and services among commercial clients.

Strategy Execution

: Translate business strategies into actionable goals and track performance metrics.

Fund Advisory

: Discuss and recommend fund investment options to optimise client returns.

Client Engagement

: Engage with business clients and their representatives to understand investment preferences and risk appetite.

Business Development

: Self-source new business opportunities and grow your client base.

Complex Conversations

: Confidently engage with clients and navigate complex conversations.

Sales Efficiency

: Monitor and influence sales activities to improve team performance.

Market Intelligence

: Track industry trends to inform product development and positioning.

Data-Driven Decisions

: Use business intelligence and data analysis to support strategic decisions.

Continuous Development

: Take ownership of your personal and professional growth.

Qualifications & Experience

Minimum

5 years banking and investment experience

(Frontline)

NQF Level 8

qualification in a banking-related field

RE5 certification

(essential)

Class of Business

certification (advantageous)

Exposure to

Fund Investments

(advantageous)

Sub-Categories 1.14, 1.17, 1.18

(essential)

What You’ll Gain

Opportunities to

network and collaborate

across the business

challenging and rewarding

work environment

A platform to

innovate and influence change

We’re a Match If You Are…

A seasoned

sales professional

with a passion for investments

Skilled at

building and nurturing relationships

Adaptable

curious

, and eager to learn

Comfortable with

complex data analysis

Thrive in

collaborative, high-performance

environments#post#FNB#LI-LK1# #

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.

10 / 10 / 25All 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.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via .

#J-18808-Ljbffr

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Investment Specialist • Cape Town, Western Cape, South Africa

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