Relationship Manager Client Services
ApplyLocations: Johannesburg
Time Type: Full Time
Posted on: 2 Days Ago
Time Left to Apply: End Date: December 2, 2024 (4 days left to apply)
Job Requisition ID: R21814
Job DescriptionResponsible for management of their function, devising, implementing, and providing input into the customer relationship management strategy.
Strategically and operationally manage and grow a portfolio of high revenue generating clients.
Hello Future Relationship Manager Client Services,
Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.
As part of our team in FNB Employee Benefits Kwazulu-Natal, you will be surrounded by unique talents, diverse minds, and 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.
ResponsibilitiesAre you someone who can:
Manage a portfolio of umbrella fund clients participating in the FNB Umbrella FundProvide input into client servicing strategyOngoing review of fund structure and group risk arrangementsMonitor onboarding process of new clientsMonitor section 14 transfersConduct member presentationsResponsible for client retentionAttend management committee meetings, as well as the preparation of agendas and minutesProvide ongoing support to financial advisors on all aspects related to the FNB Umbrella FundManage and resolve complaintsKnowledge of changes in legislation impacting the employee benefits environmentKnowledge of group risk benefit arrangementsResponsible for annual rate and fee reviewQualificationsYou will be an ideal candidate if you have:
Relevant Bachelor's Degree NQF Level 7Must have the following minimum sub-categories: 1.7 Pension Fund Benefits, 1.1 Long Term insurance Subcategory A, 1.3 Long Term insurance Subcategory B1 and 1.22 Long Term insurance Subcategory B2Min 5 years' experience in Employee Benefits, ideally in a retirement fund consulting roleFAIS accredited (not acting under supervision)CFP an advantage (but not required)RE 5Person must not be an unrehabilitated insolvent. In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record checkBenefitsYou will have access to:
Opportunities to network and collaborateA challenging working environment that is progressive and agileOpportunities to innovate where initiative is taken and owned end to endIdeal CandidateWe can be a match if you are:
Adaptable and curiousAnalytical and able to analyze complex data setsThrive in a collaborative environmentApply now if you are interested in taking the next step. We look forward to engaging with you!
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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