Responsible for management of their function, devising implementing and providing input into the customer relationship management strategy.
Strategically and operationally manage and grow a portfolio of high revenue generating clients
Role purpose
To provide and manage that quality client services and advisory services to Philanthropy clients and to support business development to achieve the overarching business strategy through market positioning, research, engagement with potential clients and delivery of social investment solutions to clients, in collaboration with key internal and external stakeholders. The Client Relationship Manager is the primary interface between FNB Philanthropy and its clients under administration. Serve as a resource for practice area and business unit marketing, sales, and media relations to advance business development and build FNB Philanthropy Centre brand and reputation.
Responsibilities
Client Fund Strategy
- Lead client meetings including preparing Board or Committee agendas, meeting packs and manage follow-up communications.
- Ensure resolutions of the Board or Committee are implemented timeously.
- Provides overall leadership and general supervision for the daily operations of Foundations under your portfolio.
- Coordinates client educational events relating to giving strategies and philanthropy value proposition;
- Maintains a high professional profile in the field of philanthropy by participating in events, seminars, and conferences in the local community and in the national nonprofit/philanthropic sector that are designed to build and strengthen FNB philanthropy offering.
- Provide guidance and support in regard to compliance to applicable regulatory, risk management and compliance best practices and requirements.
- Identify and resolve challenges that impact on the ability for client strategies to be delivered by identifying challenge, developing a solution, and resolving when required.
- Evaluate and report on impact of implemented strategies by gathering required research, collating, analysing, and reporting by agreed deadlines.
- Contribution toward the attainment of Philanthropy Centre new income target as set by the Business.
- Entrenchment of the business development process throughout the Groups business segments.
- Contribution to the overall growth of the business.
- Competitor research is always updated
- Delivery of strategic research projects on time and in budget
- Provide support and guidance to clients on the giving strategies.
- Assist clients to establish appropriate giving structures in line with their objectives;
The candidate will have 3-5 years of senior client relationship/account management experience.
- In-depth knowledge of social investment planning strategies and techniques, tax rules relating to Public Benefit Organisations and experienced in developing and implementing operational programmes and solutions within the development space is required.
- Analytic and organizations skills required to research and resolve inquiries and to coordinate and manage conflicting priorities, multiple projects, and significant and varied workflow.
- Strong writing and presentation skills required for client presentations, internal training and to support the development of marketing and sales materials for existing and prospective clients.
- Leadership skills, specifically meeting facilitation and conflict resolution, required to identify client goals and objectives, address client needs respond to inquiries from internal partners and manage special projects.
- Interpersonal skills required to work collaboratively with senior executives, high-net-worth individuals, and families (clients), internal partners, professional advisors, including accountants and investment managers.
- Project Management experience.
- Prior experience in business consulting or development preferred.
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Job Details
Application Closing Date
15/08/24
All appointments will be made in line with FirstRand Groups 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.
