Private Banker First National Bank (FNB)

Job Description

To proactively optimise a portfolio of FNB Wealth Clients with the objective of addressing their financial needs and ensuring client profitability as well as retaining the client base

Achieve revenue targets by either growing a portfolio of existing clients (optimising revenue opportunities) or by acquiring new clients and increase potential of existing portfolio
Analyse client’s current product offerings and solutions with the aim of ensuring FNB Wealth is the client’s primary banking institution. In addition, identifying transactional and lending requirements
Understand and market all Transactional Banking products within the FNB Wealth offering
Understand and market all Lending solutions within the FNB Wealth offering: Overdrafts, Mortgage (Single Homeloan), Mortgage (Multiple asset/ multiple property), Commercial Property Finance, Share Based Lending
Successfully implement, track and report on Client Campaigns and initiatives
Track, control and influence sales activities with the specific aim of achieving previously determined sales targets
Maximise cross sell opportunities
Job Details
Application Closing Date

21/02/24

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.