Relationship Manager Client Services needed at FNB South Africa
Job title : Relationship Manager Client Services
Job Location : Gauteng, Johannesburg
Deadline : December 26, 2024
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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
How to Apply for this Offer
Interested and Qualified candidates should Click here to Apply Now
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