At a Glance
- Tasks: Manage and grow a portfolio of high-revenue business clients in a dynamic team.
- Company: Join FNB, a forward-thinking bank that values innovation and collaboration.
- Benefits: Competitive salary, networking opportunities, and a challenging work environment.
- Other info: Great opportunities for professional development and innovation.
- Why this job: Make a real impact by driving client success and achieving growth.
- Qualifications: Business Banking Degree and 3-5 years of commercial banking experience required.
The predicted salary is between 29700 - 36300 £ per year.
To strategically and operationally manage and grow a portfolio of high revenue generating business clients.
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 Newcastle (Office based – 5 days).
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 pro-active portfolio management
- Maximise Business Portfolio, cross sell opportunities and strengthen client relationships
- Maintain 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 Have:
- Business Banking Degree (Agriculture/ Financial/ Accounting)
- Must have RE5 and recognised qualification by Financial Sector Conduct Authority
- Knowledge and understanding of Agric commodities
- 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 in sales and client service experience
- Ability to bring in new business and increase acquisition
- Strong credit experience and negotiation skills
- Experienced in building and maintaining stakeholder relationships (any segment)
- Strong collaboration skills
- Exposed to dealing with juristic clients
- Experienced in portfolio management
Important Closing Date Note:
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below: 20/08/26
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 fulfil 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.
Client Portfolio Executive employer: FNB South Africa
FNB is an exceptional employer that fosters a dynamic work culture in Newcastle, KZN, where collaboration and innovation thrive. Employees benefit from comprehensive training programs and clear pathways for career advancement, ensuring personal and professional growth. With a focus on employee well-being and a commitment to community engagement, FNB stands out as a rewarding place to build a meaningful career in the banking sector.
StudySmarter Expert Advice🤫
We think this is how you could land Client Portfolio Executive
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like FNB South Africa. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Portfolio Executive
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to FNB South Africa.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on FNB South Africa's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at FNB South Africa
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with FNB South Africa.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at FNB South Africa will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former FNB South Africa employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
