Investment Specialist- CPT at FNB South Africa

Job Description

• To identify Investment opportunities and grow the Bank's deposit book by either analysing existing client's requirement or by acquiring new clients in addition, offerings customers Investment solutions with the aim of ensuring that the bank is the client's primary banking institution.

Your Role: Investment Specialist – Sales Focus

• As an Investment Specialist, your primary focus will be on driving the Investment book growth, deepening client relationships, and delivering tailored solutions to our commercial clients.

Key Responsibilities

• Portfolio Growth: Drive an increase in average balances across your assigned liability portfolio, as defined in the Financial Performance Report.
• Revenue Generation: Grow and manage net interest income through strategic sales and retention initiatives.
• Client Solutioning: Provide expert advice on cash flow management and liquidity solutions.
• Redemption Management: Minimise early redemptions to protect business profitability.
• Client Experience: Deliver proactive, innovative, and exceptional service that exceeds client expectations.
• Relationship Building: Establish and maintain strategic relationships with internal and external stakeholders to support sales strategy.
• Regulatory Expertise: Stay up to date with legislative changes and industry best practices to provide informed advice.
• Sales Support: Ensure timely renewals and negotiate special rates to retain and grow client portfolios.
• Cross-Selling: Maximise cross-sell opportunities across the business portfolio.
• Product Penetration: Increase uptake of investment products and services among commercial clients.
• Strategy Execution: Translate business strategies into actionable goals and track performance metrics.
• Fund Advisory: Discuss and recommend fund investment options to optimise client returns.
• Client Engagement: Engage with business clients and their representatives to understand investment preferences and risk appetite.
• Business Development: Self-source new business opportunities and grow your client base.
• Complex Conversations: Confidently engage with clients and navigate complex conversations.
• Sales Efficiency: Monitor and influence sales activities to improve team performance.
• Market Intelligence: Track industry trends to inform product development and positioning.
• Data-Driven Decisions: Use business intelligence and data analysis to support strategic decisions.
• Continuous Development: Take ownership of your personal and professional growth.

Qualifications & Experience

• Minimum 5 years banking and investment experience (Frontline)
• NQF Level 8 qualification in a banking-related field
• RE5 certification (essential)
• Class of Business certification (advantageous)
• Exposure to Fund Investments (advantageous)
• Sub-Categories 1.14, 1.17, 1.18 (essential)

End Date: November 21, 2025