Relationship Manager Client Services

Description 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 Employee Benefits, 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: Relevant Degree - NQF Level 7 Must have the following 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) 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 iniative 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 #Post #FNB #LI-NP2 Job Details Application Closing Date 08/06/24 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.