Private Banker Analyst D

about us

• Will always honour our commitments, be truthful in what we say and do, uphold high ethical and moral standards and be fair and equitable in all our dealings.
• In our owner manager culture we accept that we are the masters of our own destiny and therefore we will always take full responsibility and accountability for all our decisions and actions and never leave anything unfinished.
• Are empowered to innovate and come up with new ideas, as we value and nurture new ideas.
• We believe in and enjoy what we are doing and therefore we energetically and willingly nurture caring relationships with all our stakeholders in our exciting journey of uncompromisingly achieving our objectives.
• Respect the feelings, rights and abilities of our colleagues, clients and communities, even though they may be different from our own. We respect ourselves and our colleagues by not accepting or delivering average or poor performance. If the FNB values are congruent with your value set, and you have the necessary skills and competencies for the position advertised, then we are looking for you. Preference shall be given to suitably qualified applicants from the designated groups as defined in the Affirmative Action Act, 29 of 1998.

purpose

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.

experience and qualifications

• Grade 12 with 27 points. Relevant Industry related qualifications or an appropriate business Degree.
• Minimum of 3 - 5 years experience in relationship banking, sales or client facing role within the financial services industry.

• Will always honour our commitments, be truthful in what we say and do, uphold high ethical and moral standards and be fair and equitable in all our dealings.
• In our owner manager culture we accept that we are the masters of our own destiny and therefore we will always take full responsibility and accountability for all our decisions and actions and never leave anything unfinished.
• Are empowered to innovate and come up with new ideas, as we value and nurture new ideas.
• We believe in and enjoy what we are doing and therefore we energetically and willingly nurture caring relationships with all our stakeholders in our exciting journey of uncompromisingly achieving our objectives.
• Respect the feelings, rights and abilities of our colleagues, clients and communities, even though they may be different from our own. We respect ourselves and our colleagues by not accepting or delivering average or poor performance. If the FNB values are congruent with your value set, and you have the necessary skills and competencies for the position advertised, then we are looking for you. Preference shall be given to suitably qualified applicants from the designated groups as defined in the Affirmative Action Act, 29 of 1998.

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.

• Grade 12 with 27 points. Relevant Industry related qualifications or an appropriate business Degree.
• Minimum of 3 - 5 years experience in relationship banking, sales or client facing role within the financial services industry.

• Location: Swakopmund

• Achieve revenue targets by either growing a portfolio of existing clients (optimizing revenue opportunities) or by acquiring new clients and increase potential of existing portfolio.
• Analyze 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 assets/ multiple properties), Commercial Property Finance, and 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.
• Maximize cross sell opportunities through the identification of specialist advisory requirements. E.g. Wealth Management, Fiduciary, Portfolio Management.
• Manage the growth of active customer Account Base to increase Client base and revenue
• Deliver exceptional service that exceeds client expectations through proactive, innovative and appropriate solutions.
• Manage and grow portfolio through proactive client contact. Ensure client retention and satisfaction levels (measured via the SIMS).
• Provide and track accurate and reliable sales statistics via Siebel.
• Comply with governance in terms of legislative and audit requirements.