Open To Work
JUNIAS NAUNDOBE
Windhoek
Work Preference
Summary
Experienced Banking and Financial Services Professional with over 10 years of progressive experience in relationship management, portfolio growth, investment management, liability growth, business development, and client servicing across retail, private banking, and wealth segments. Proven ability to grow and manage client portfolios, strengthen customer relationships, drive revenue growth, increase deposits and investment balances, identify lending opportunities, and deliver tailored financial solutions that meet client needs. Demonstrated success in client acquisition, retention, portfolio analytics, stakeholder management, risk management, and regulatory compliance.
Overview
11
11
years of professional experience
Work History
LIABILITY / INVESTMENT SPECIALIST
FNB Namibia
07.2022 - Current
- Manage liability and investment portfolios to drive deposit growth, revenue generation, and increased client product utilization.
- Lead investment campaigns and strategic initiatives that contribute to growth in deposits and investment portfolios.
- Developed and implemented relationship management strategies that enhanced client engagement and supported portfolio growth objectives.
- Identify business development opportunities and support the acquisition and retention of clients across liability and investment products.
- Drove cross-selling and upselling opportunities by analyzing client needs and portfolio potential.
- Monitor portfolio performance including balances, revenue trends, customer activity, and product penetration.
- Collaborate with Product, Treasury, Risk, Operations, and Sales teams to deliver integrated client solutions.
- Prepared portfolio insights, performance reports, and business recommendations to inform management decision-making.
- Resolve escalated client concerns and ensure exceptional client experience and relationship continuity.
- Ensure compliance with internal policies, regulatory frameworks, and risk management requirements.
PRIVATE BANKER ANALYST
FNB Namibia
01.2022 - 07.2022
- Facilitated management and growth of high-net-worth client portfolios, enhancing client satisfaction and retention.
- Delivered tailored banking and investment solutions aligned to client financial objectives.
- Cultivated strong client relationships through proactive engagement and personalized service, fostering long-term loyalty.
- Oversaw onboarding and upgrading of lifestyle and investment accounts, streamlining processes for improved client experience.
- Assisted with identifying lending opportunities and preparing credit limit applications and proposals.
- Monitored client portfolios, credit exposures, and risk indicators.
- Ensured compliance with regulatory requirements and internal risk policies.
INVESTMENT / LIABILITIES CONSULTANT
FNB Namibia
10.2016 - 12.2021
- Managed and grew investment and liability portfolios through proactive client engagement and solution-driven sales.
- Built and maintained long-term client relationships through regular portfolio reviews and tailored investment recommendations.
- Increased portfolio balances by implementing client acquisition initiatives and retention strategies.
- Identified opportunities to cross-sell and enhance client relationships by offering additional banking solutions.
- Negotiated competitive investment rates and solutions aligned to client requirements.
- Managed onboarding and servicing of investment accounts and Treasury Bill transactions.
- Produced portfolio performance reports and sales analytics that informed strategic business decisions.
PERSONAL FINANCIAL ADVISOR
Old Mutual Namibia
05.2015 - 09.2016
- Delivered financial planning, wealth management, and investment solutions tailored to client needs.
- Grew portfolio of individual and corporate clients by implementing tailored financial strategies.
- Conducted detailed financial reviews and needs analyses.
- Acquired new business through strategic relationship building and targeted market development.
- Identified and leveraged cross-selling and upselling opportunities to maximize client investment potential.
Education
MBA - Finance
University of Namibia
Windhoek10-2026
Postgraduate Diploma - Risk Management
UNISA
South Africa01-2020
Bachelor of Marketing -
NUST
Windhoek01-2015
Skills
- Portfolio management
- Asset and liability growth
- Wealth and investment solutions
- Client acquisition and retention
- Business development
- Cross-selling strategies
- Revenue growth strategies
- Portfolio performance analysis
- Credit and lending support
- Risk and compliance management
- Client onboarding and servicing
- Customer experience management
- Data analysis and reporting
- Strategic planning and execution
- Relationship management
- Stakeholder engagement
- Sales coaching and training
Accomplishments
- Key contributor to the introduction of FNB weSave Group Savings
- Developed the Investment Behavioural Dashboard
- Subject Matter Expert for Investment within FNB Learning & Development Programmes
- Top Performer 2018, 2019: Highest Investment value Achieved and More accounts
Languages
- English
- Oshiwambo
Professional Courses
- Financial Planning & Wealth Management (FPWM) – CFI
- Excel Fundamentals for Finance – CFI
- Microsoft Excel: Beginner to Advanced – Udemy
- Product Management 101 – Udemy
Timeline
LIABILITY / INVESTMENT SPECIALIST
FNB Namibia
07.2022 - Current
PRIVATE BANKER ANALYST
FNB Namibia
01.2022 - 07.2022
INVESTMENT / LIABILITIES CONSULTANT
FNB Namibia
10.2016 - 12.2021
PERSONAL FINANCIAL ADVISOR
Old Mutual Namibia
05.2015 - 09.2016
MBA - Finance
University of Namibia
Postgraduate Diploma - Risk Management
UNISA
Bachelor of Marketing -
NUST