FNB Namibia is recruiting a Private Banker Analyst, in Windhoek, Namibia.
Description
- To proactively optimise a portfolio of FNB Wealth Clients with the objective of addressing their financial needs and ensuring client profitability as well as retaining the client base
Duties
- Achieve revenue targets by either growing a portfolio of existing clients (optimizing revenue opportunities) or by acquiring new clients and increase potential of existing portfolio
- Analyze client's current product offerings and solutions with the aim of ensuring FNB Wealth is the client's primary banking institution. In addition, identifying transactional and lending requirements
- Understand and market all Transactional Banking products within the FNB Wealth offering, Understand and market all Lending solutions within the FNB Wealth offering, Overdrafts, Mortgage (Single Homeloan), Mortgage (Multiple assets/ multiple properties), Commercial Property Finance, and Share Based Lending
- Successfully implement, track and report on Client Campaigns and initiatives
- Track, control and influence sales activities with the specific aim of achieving previously determined sales targets
- Maximize cross sell opportunities through the identification of specialist advisory requirements. E.g. Wealth Management, Fiduciary, Portfolio Management
- Manage the growth of active customer Account Base to increase Client base and revenue
- Deliver exceptional service that exceeds client expectations through proactive, innovative and appropriate solutions
- Manage and grow portfolio through proactive client contact
- Ensure client retention and satisfaction levels (measured via the SIMS)
- Provide and track accurate and reliable sales statistics via Siebel
- Comply with governance in terms of legislative and audit requirements
Requisites
- Grade 12 with 27 points. Relevant Industry related qualifications or an appropriate business Degree
- Minimum of 3 - 5 years experience in relationship banking, sales or client facing role within the financial services industry
Notes
- Only shortlisted applicants will be contacted