Client Portfolio Analyst

Job Description

To support the Client Portfolio Executive by managing and administering a portfolio of clients including the application of an approval and ongoing quality risk management of the client’s credit facilities.Job Description

Hello Future Client Portfolio Analyst,

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 talent team, 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:

• Support the Client Portfolio Executive by managing and administering a portfolio of clients including the application of an approval and ongoing quality risk management of the client’s credit facilities
• Deliver exceptional service through educating the client, offering an appropriate solution and ensuring the relationship is maintained
• Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members
• Maintain expert knowledge on relevant legislative amendments, industry best practices and FNB’s internal compliance procedures and requirements
• Ensure compliance is adopted in terms of systems and procedures as laid out by FNB
• Develop materials and documentation including minimum standards, templates, guidelines, FAQ’s and processes
• Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing trends and data
• Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities

You will be an ideal candidate if you:

• Business Banking Degree (Financial)
• FAIS Compliant (RE5)
• 3-5 years banking experience, relationship management and judgmental credit experience.
• 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
• Opportunities to innovate

We can be a match if you are:

• Analytical
• Financial acumen
• Attention to detail
• Technology savvy
• Ability to deal with customers (problem solving/ customer service)
• Ability to interpret financial statements
• Strong credit experience and negotiation skills
• Build and maintain stakeholder relationships experience (any segment)
• Strong collaboration skills
• Exposure to dealing with juristic clients

Are you interested to take the step? We look forward to engaging with you further. Apply now!

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

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Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

26/09/25

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.