Client Portfolio Executive
Listed on 2026-07-10
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Finance & Banking
Commercial Banking
Job Description
Provide strategic oversight and operational management of a portfolio of high‑value business clients to drive sustainable growth, deepen relationships, and maximise revenue opportunities through tailored solutions and proactive engagement. Leverage market insights and collaborate cross‑functionally to ensure alignment with business objectives and deliver exceptional client outcomes. The role is based at FNB CBB in Klerksdorp.
Responsibilities- Manage and grow a portfolio of large commercial clients with complex banking needs.
- Drive customer service delivery in line with predefined standards and support operational efficiencies.
- Ensure growth in the customer base by managing existing clients, generating new leads, and expanding active customer accounts.
- Develop and manage internal and external key stakeholder relationships to enable achievement of operational objectives.
- Set tactical goals and optimise the use of people, finances, and technology to realise those goals.
- Define a sales strategy and delivery plans supporting the strategic business objectives.
- Compose and present credit applications in accordance with the Bank’s Credit Policy and within set time frames for final assessment to the Credit Department.
- Ensure compliance to legislative and audit requirements and adherence to relevant processes.
- Compile reports that track progress and guide business for informed decision‑making.
- Continuously assess the portfolio and own performance, seek timely feedback, and request training when appropriate.
- Manage people by executing line‑manager responsibilities and create an environment that encourages employee growth and performance excellence.
- 3‑5years of commercial banking experience in a similar role.
- Bachelor of Commerce degree or NQF Level7 finance‑related qualification.
- Experience preparing and/or assessing complex credit applications in a commercial environment.
- Relevant qualifications such as the RE qualification.
- Experience dealing with complex client structures and customer queries.
- Strong interpersonal skills to maintain and grow a profitable client base.
- Self‑driven, continuously seeking growth and learning, and striving toward excellence.
- Ability to build strong relationships and manage competing demands.
- Opportunities to network and collaborate.
- A challenging working environment.
- Opportunities to innovate.
All appointments will be made in line with First Rand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities and encourages voluntary disclosure of disability information, which will be kept confidential unless required by law to disclose. First Rand provides a comprehensive range of financial services in South Africa and beyond. The group follows a multi‑branding approach with a portfolio that includes FNB and other divisions.
ClosingDate
The Final date to receive applications is 18/07/26. Applications will not be accepted on or after this date.
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