Private Banker

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Private Banker C – IRC211857 at Zambia Retail Banking, Lusaka, Zambia in FNB Zambia Premier Banking
Ends 03 Jan 2022


To proactively optimise a portfolio of FNB Wealth Clients with the objective of addressing their financial needs and ensuring client profitability as well as retaining the client base.

experience and qualifications

  • Minimum Qualification: Relevant degree (Commerce or Financial stream).
  • Experience: Minimum 3 years’ experience in a Sales or Client facing role within the financial services industry.

additional requirements


  • Achieve revenue targets by either growing a portfolio of existing clients (optimising revenue opportunities) or by acquiring new clients and increase potential of existing portfolio.
  • Analyse client’s current product offerings and solutions with the aim of ensuring FNB Wealth is the client’s primary banking institution. In addition, identifying transactional and lending requirements.
  • Understand and market all Transactional Banking products within the FNB Wealth offering. Understand and market all Lending solutions within the FNB Wealth offering: Overdrafts, Mortgage (Single Homeloan), Mortgage (Multiple asset/ multiple property), Commercial Property Finance, Share Based Lending.
  • Successfully implement, track and report on Client Campaigns and initiatives.
  • Track, control and influence sales activities with the specific aim of achieving previously determined sales targets.
  • Maximise cross sell opportunities through the identification of specialist advisory requirements. E.g. Wealth Management, Fiduciary, Portfolio Management.
  • Manage the growth of active customer Account Base to increase Client base and revenue.
  • Deliver exceptional service that exceeds client expectations through proactive, innovative and appropriate solutions
  • Manage and grow portfolio through proactive client contact. Ensure client retention and satisfaction levels (measured via the Net Promoter Score).
  • Provide and track accurate and reliable sales statistics via Siebel.
  • Comply with governance in terms of legislative and audit requirements.
  • Manage own development to increase own competencies.

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