Time left to apply: End Date: October 19, 2024 (3 days left to apply)
Job requisition id: R23262
Job Description To identify investment opportunities and grow the Bank's deposit book by either analysing existing clients' requirements or by acquiring new clients, in addition to offering customers investment solutions with the aim of ensuring that the bank is the client's primary banking institution.
Hello Investment Specialist Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of the people that make it happen.
As part of our team in Cash Investments, you will be surrounded by unique professionals with diverse minds, in an adaptable environment that lives up to the promise of staying curious. Now's the time to imagine your potential in a team where experts come together and ignite effective change.
Key Responsibilities Net interest income growth for the year per budget by preparing and processing interest rate proposals to segments in the group. Drive an increase in the average balance of a specific portfolio of liabilities as defined in the Financial Performance Report of the Business. Establish, align, and manage targets 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. Maintain expert knowledge on relevant legislative amendments, industry best practices, and provide proactive advice and solutions to relevant stakeholders. Provide sales support efficiencies and services to ensure retention of clients by ensuring the timely renewal of all existing investments 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. Liaise with our business clients and their representatives to explore their investment preferences and appetite for risk. 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 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 the team in order to improve innovation and achieve efficiencies. Qualifications and Additional Requirements: 3 – 5 years banking experience RE 5 Class of Business advantageous NQF 7, 8 Banking related qualification essential. Fund investments exposure advantageous 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: An experienced professional Adaptable and curious Able to analyze complex data sets Thrive in collaborative environments Job Details Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 19/10/24
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.
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