Responsible for devising, implementing, and providing input into the customer relationship management strategy for FNB Wealth’s High-
Nett Worth (HNW) Market Segment. To increase the overall revenue generation per client with the advice of specialists i.e.
fiduciary specialist, wealth manager etc
MINIMUM QUALIFICATIONS AND EXPERIENCE
Required Qualification Relevant Post-Graduate Commerce degree.
Increase Portfolio Potential and Performance Sound portfolio and risk management and optimizing the true potential of the portfolio through monitoring and managing performance of the portfolio Corporate Governance Compliance and Client Expectations Comply with governance in terms of legislative and audit requirements and ensuring compliance with relevant legislation and specifically in terms of client expectations.
Quality of Portfolio Growth Developing quality new business opportunities to ensure portfolio growth
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