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
• 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.

Are you someone who can:

• Manage a portfolio of umbrella fund clients participating in the FNB Umbrella Fund
• Provide input into client servicing strategy
• Ongoing review of fund structure and group risk arrangements
• Monitor onboarding process of new clients
• Monitoring section 14 transfers
• Conduct member presentations
• Responsible for client retention
• Where required, attend management committee meetings, as well as the preparation of agendas and minutes.
• Provide ongoing support to financial advisors on all aspects related to the FNB Umbrella Fund
• Manage and resolve complaints
• Knowledge of changes in legislation impacting the employee benefits environment
• Knowledge of group risk benefit arrangements
• Responsible for annual rate and fee review

You will be an ideal candidate if you have:

• Relevant Bachelor’s Degree NQF Level 7
• Must 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 B2
• Min 5 years’ experience in Employee Benefits, ideally in a retirement fund consulting role
• FAIS accredited (not acting under supervision)
• CFP an advantage (but not required)
• RE 5
• Person must not be an unrehabilitated insolvent. In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check

You will have access to: 

• Opportunities to network and collaborate
• A challenging working environment that is progressive and agile
• Opportunities to innovate where initiative is taken and owned end to end

We can be a match if you are: 

• Adaptable and curious
• Analyse complex data sets
• Thrive in a collaborative environment