Job Description Responsible 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.
Role purpose To provide and manage quality client services and advisory services to Philanthropy clients and to support business development to achieve the overarching business strategy through market positioning, research, engagement with potential clients, and delivery of social investment solutions to clients, in collaboration with key internal and external stakeholders. The Client Relationship Manager is the primary interface between FNB Philanthropy and its clients under administration. Serve as a resource for practice area and business unit marketing, sales, and media relations to advance business development and build FNB Philanthropy Centre brand and reputation.
Responsibilities Client Fund Strategy Lead client meetings including preparing Board or Committee agendas, meeting packs, and manage follow-up communications. Ensure resolutions of the Board or Committee are implemented timeously. Provide overall leadership and general supervision for the daily operations of Foundations under your portfolio. Coordinate client educational events relating to giving strategies and philanthropy value proposition. Maintain a high professional profile in the field of philanthropy by participating in events, seminars, and conferences in the local community and in the national nonprofit/philanthropic sector that are designed to build and strengthen FNB philanthropy offering. Provide guidance and support in regard to compliance with applicable regulatory, risk management, and compliance best practices and requirements. Identify and resolve challenges that impact the ability for client strategies to be delivered by identifying challenges, developing a solution, and resolving when required. Evaluate and report on the impact of implemented strategies by gathering required research, collating, analyzing, and reporting by agreed deadlines. Business Development objectives Contribute toward the attainment of Philanthropy Centre new income target as set by the Business. Entrench the business development process throughout the Group's business segments. Contribute to the overall growth of the business. Ensure competitor research is always updated. Deliver strategic research projects on time and in budget. Provide support and guidance to clients on the giving strategies. Assist clients to establish appropriate giving structures in line with their objectives. Qualifications and experience The candidate will have 3-5 years of senior client relationship/account management experience. In-depth knowledge of social investment planning strategies and techniques, tax rules relating to Public Benefit Organisations, and experience in developing and implementing operational programmes and solutions within the development space is required. Analytic and organizational skills required to research and resolve inquiries and to coordinate and manage conflicting priorities, multiple projects, and significant and varied workflow. Strong writing and presentation skills required for client presentations, internal training, and to support the development of marketing and sales materials for existing and prospective clients. Leadership skills, specifically meeting facilitation and conflict resolution, required to identify client goals and objectives, address client needs, respond to inquiries from internal partners, and manage special projects. Interpersonal skills required to work collaboratively with senior executives, high-net-worth individuals, and families (clients), internal partners, and professional advisors, including accountants and investment managers. Project Management experience. Prior experience in business consulting or development preferred. Application Closing Date: 13/09/24
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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About Us Serving retail and commercial customers, FNB is so much more than a bank, offering life and short-term insurance, innovative savings and investment products, and a digital universe of solutions that help customers navigate challenges and opportunities of everyday life. It has a market-leading app and a globally recognized rewards system in eBucks. FNB has won multiple awards, including the Strongest Banking Brand in the World in the Brand Finance Banking 500 2023 report. FNB represents multiple opportunities for you to build an exciting and rewarding career, especially if you want to change people's lives in an authentic, profound, and sustainable way.
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