Investment Specialist at FNB Johannesburg

Investment Specialist – Cape Town

Company: FNB
Location: Cape Town
Employment Type: Full Time
Posted: 4 Days Ago
Closing Date: 25 October 2025
Job Requisition ID: R40950

About the Role
FNB is seeking a passionate and results-driven Investment Specialist to identify investment opportunities and grow the Bank’s deposit book by acquiring and managing clients. This role focuses on delivering tailored investment solutions that position FNB as clients’ primary banking partner.

Key Responsibilities

• Drive growth in average balances across the assigned investment portfolio.
• Generate and manage net interest income through effective sales and retention.
• Provide expert advice on liquidity and cash flow management solutions.
• Minimise early redemptions to safeguard business profitability.
• Deliver exceptional client service through proactive and innovative engagement.
• Build and maintain strategic relationships with clients and stakeholders.
• Stay informed on regulatory and market changes to provide relevant advice.
• Negotiate renewals and special rates to retain and grow client portfolios.
• Maximise cross-sell opportunities and increase product penetration.
• Translate strategic business goals into measurable targets.
• Recommend fund investment options to optimise client returns.
• Self-source new business and expand your client base.
• Analyse market trends and use data-driven insights for decision-making.

Qualifications & Experience

• Minimum 5 years of 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).

What You’ll Gain

• Opportunities to collaborate and build networks across the business.
• A dynamic, challenging, and rewarding environment.
• The chance to innovate and influence meaningful change.

Ideal Candidate Profile

• A driven sales professional with deep investment knowledge.
• Excellent relationship builder and communicator.
• Curious, analytical, and adaptable.
• Confident handling complex financial discussions.
• Motivated by results and continuous learning.

Application Details
Submit your application before 25 October 2025.
All appointments align with the FirstRand Group’s Employment Equity Plan. Candidates with disabilities are encouraged to apply and may voluntarily disclose disability information, which will remain confidential unless disclosure is legally required.