Job Description To identify and pursue investment opportunities that drive growth in the bank’s deposit portfolio. This includes analysing client needs, acquiring new clients, and delivering tailored investment solutions. Position the bank as the client’s primary financial partner by offering competitive, innovative products that align with their financial objectives. Responsibilities Drive an increase in average balance of specific portfolio of liabilities as defined in the Financial Performance Report of the Business. Net interest income growth for the year per budget by preparing and processing of Interest rate proposals to segments in the group. Establish, align, and manage target and budget goals whilst ensuring effective control of costs for a range of functional areas to increase cost efficiency. Manage early redemption to minimize losses to the business and group. Deliver exceptional service that exceeds customers' expectations through proactive, innovative, and appropriate solutions. Build and maintain strategic relationships with internal and external parties to support the sales strategy. Maintenance of expert knowledge on relevant legislative amendments, industry best practices and provision of proactive advice and solutions to relevant stakeholders. Provide sales support efficiencies and services in order to ensure retention of clients by ensuring the timely renewal of all existing investment and negotiating special rates for clients. Maximise Business Portfolio cross sell opportunities and strengthen client relationships. Increase Investment Products and services to existing commercial customers. Translate strategies into actionable goals and execute relevant projects / initiatives aligned to strategic objectives with specific performance measures and control systems to track progress. Liaising with our business clients and their representatives to explore their investment preferences and appetite for risk. To be able to manage and discuss investment fund options to maximize return on client investments. Self-source new business. Able to hold complex conversations with our business clients and their representatives that fall under high net worth segments. Monitor changes in legislation, regulations, initiatives, and relevant industry practices. Ensure drafting and implementation of appropriate interventions. Ensure compliance with audit requirements. Track, control, and influence sales activities with the specific aim to increase sales efficiencies of the team. Monitor and record key industry trends that can impact on the current and future product offering. Improve business decisions by providing accurate and reliable business intelligence (information) together with analyzing trends and data. Manage own development to increase own competencies. Plan and manage performance, skills development, employment equity, talent and culture of team in order to improve innovation, achieve efficiencies and increase. Qualifications 3 – 5 years banking experience preferred RE 5 Class of Business advantageous NQF 6 or 7 Banking related qualification essential. Fund Investments exposure advantageous Benefits Opportunity to work in a leading financial services company. Challenging Working Opportunities to innovate Collaborative and inclusive work environment. Continuous learning and professional development opportunities Applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 03/06/26 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 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. #J-18808-Ljbffr
Investment Specialist
FNB SOUTH AFRICA
bloemfontein, bloemfontein
Published 2 days ago
Report job