Job Description

To manage and grow a portfolio of high-value clients by executing the customer relationship management strategy within defined parameters. Contribute to strategic initiatives and translate them into operational plans to drive client satisfaction, retention, and revenue growth. Ensure effective delivery of client services through proactive relationship management and continuous improvement of service standards.

Hello Future Relationship Manager Client Services- (Retirement Funding & Group Risk Solutions)

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, 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:

Deliver high quality, high touch client relationship management and advice to corporate clients within the retirement fund and group risk benefits environment. This role ensures that benefit structures are optimally designed, compliant, well communicated, and aligned to the needs of employers and their members.

You will be an ideal candidate if you have:

Qualifications & Experience

• Grade 12 (Matric)
  Bachelor's Degree in Commerce or a related field
  Regulatory Examination (RE) qualification will be advantageous

• Proven experience in retirement funding, employee benefits consulting, and group risk solutions.

• Minimum of 3–5 years’ consulting experience

• Strong knowledge of industry products, regulatory requirements, and benefit consulting practices.
   

You will have access to:

• Opportunities to network and collaborate.

• A challenging working environment

• Opportunities to innovate.

Key Responsibilities

Client Advisory & Benefit Design

• Provide FAIS compliant financial advice to corporate clients on retirement funds and group risk benefits.

• Design, review, and tailor benefit structures based on workforce demographics, employer budgets, and strategic objectives.

• Analyse existing benefit arrangements to identify gaps, inefficiencies, risks, or shortfalls, and propose improved solutions.

• Present recommendations and provide strategic guidance to employer decision‑makers, trustees, and HR executives on an ongoing basis.

Client Engagement & Relationship Management

• Build and maintain strong, trust-based relationships with clients at both employer and member level.

• Manage ongoing client needs through high touch, proactive engagement, ensuring consistent service excellence.

• Conduct benefit reviews, induction sessions, member education engagements, and strategic planning sessions.

• Act as the primary point of contact, ensuring first-time resolution of queries and seamless service delivery.

Communication & Member Support

• Provide input on member communication including benefit guides, presentations, and change management material.

• Translate complex benefits and legislative concepts into clear, easy-to-understand communication for members.

• Support digital adoption and guide members on tools and platforms enhancing member experience.

Compliance, Governance & Reporting

• Ensure all advice, communication, and processes are aligned with FAIS, fund rules, and regulatory requirements.

• Maintain accurate administration, reporting, and documentation in line with internal governance standards.

• Identify and escalate potential risks, ensuring protection of both the client and the organisation.

Additional Requirements:

Apply now if you are interested in taking the next step. We look forward to engaging with you!

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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Important Closing Date Note

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

10/08/26