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Client Portfolio Executive

Client Portfolio Executive

FNB South AfricaWorcester, Western Cape, South Africa
30+ days ago
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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    Portfolio • Worcester, Western Cape, South Africa