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Private Banker C - IRC167580

FNB can trace its origins back to the Eastern Province Bank, which was formed in Grahamstown, South Africa in 1838. By 1874, the bank had four 4 branches – Grahamstown, Middelburg, Cradock and Queenstown.

Due to a recession, the bank was bought out in 1874 by the Oriental Bank Corporation (OBC). However, as a result of financial difficulties being experienced in India, the OBC decided to withdraw from South Africa. The Bank of Africa was subsequently formed in 1879 to take over OBC’s business in South Africa.

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

  • Minimum Qualification: Relevant degree (Commerce or Financial stream).
  • Experience: Minimum 3 years’ experience in a Sales or Client facing role within the financial services industry.

Additional Requirements

Responsibilities

  • 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 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 Net Promoter Score).
  • Provide and track accurate and reliable sales statistics via Siebel.
  • Comply with governance in terms of legislative and audit requirements.
  • Manage own development to increase own competencies.

How to Apply

Submit your CV and application on company website:

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First National Bank Zambia Ltd (FNB)
First National Bank Zambia Ltd (FNB)
Lusaka
Personal banking
Business banking
Corporate finance
Investment
Mortgages
Loans
Electronic payment systems
First National Bank Zambia (FNB) is a subsidiary of the South African banking group FirstRand Group, with operations in Botswana, Lesotho, Mozambique, Namibia and Swaziland. Established in 2009 in Zambia it offers a wide range of banking products, including cheque and savings accounts, personal and home loans, student loans, mortgage loans, business loans, credit and debit cards, vehicle finance, investments, online and mobile banking as well as corporate finance.
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