Job Description
To generate and sustain new revenue streams across the banking product suite
Originate and grow market share across the business as well as creating a network to originate new business
- Draws on specialized knowledge
- Optimizes existing models
- Use discretion and informed judgment to evaluate options within broad theoretical guidelines
- Leverages on social intelligence to navigate complex situations and relationships
- Set targets for the portfolio in line with turnover
- Plan strategic objectives for the portfolio
- Assist in building and managing the opportunity tracking tool.
- Communicate client interactions and feedback to stakeholders with regards to developments
- Initiate client scoping sessions, road shows and quarterly client visits to gain client insights
- Initiate brainstorming sessions to identify opportunities across the group and manage action items thereof
- Create innovative solutions for specific product areas
- Interrogate and manage MIS data to identify potential turns in business cycles or client behavior
- Review MIS data in order to ensure that internal trading desk turnover targets are met as well as migrating risk from internal trading books.
- Proactively manage credit facilities to ensure adequate limits are in place
- Make cold calls in order to originate business to grow the portfolio.
- Manage escalated unresolved client issues
- Manage complex relationships within support areas to ensure best outcome for both the client and the bank
- Interact with IBD DCM team on a regular basis in order to gain insight into client activities to strengthen client relationships
- Present to clients on RMB’s capabilities and how the desk can help them
- Depending on client needs, develop bespoke proposals, including hedging solutions
- In response to client request, source price from Traders
- Pricing clients and managing individual client pricing strategy
- Capturing all booked deals and recording lost deals on lost deal tracker
- Match appropriate client events to specific clients and attend the events with them
- Analyse daily happenings in the market to understand short, medium and long-term trends and to be able to anticipate and engage with clients on their specific needs.
- Provide daily commentary on market happenings, including for example on media platforms.
- Provide feedback to Desk Head on client volumes and activity
- Drive automation, migration from manual to automated
- Build and maintain professional working relationships with all stakeholders, displaying excellent abilities to initiate dialogue, listen, advise, influence and negotiate to achieve win-win outcomes
- Initiate meetings with key stakeholders to track progress, manage expectations and ensure stakeholders’ requirements are delivered.
- Preserves relationships despite airing conflicting views and seeks mutual gains when addressing conflicts
- Anticipates consequences and adapts problem solving based on continual feedback
- Act speedily to resolve problems, queries and complaints
- Adapt communication styles to meet the needs of different audiences
- Demonstrates pride in the organisation’s brand, services and products by consistently delivering on the brands promise
- Plan and manage own workflow, anticipating obstacles, juggling priorities and following through on objectives within agreed time-frames and according to quality standards
- Stay relevant and up-to-date with legislations and new development.
- Maintain a positive attitude and respond openly to feedback
- Handle stress in ways that do not negatively impact others
- Take ownership of personal career development, leveraging formal and informal opportunities
- Act in an ethical, transparent and morally defensible manner, including highlighting unethical practices
- Continually share, debate and communicate learning’s
- Flag and debate issues constructively
- Contribute to a friendly, co-operative climate in working with others to achieve collective goals
- Be sensitive to others feelings, needs, values, views and attitudes and be courteous and diplomatic when dealing with difficulties and problems others may be experiencing (EQ)
- Update ongoing MIS example non-settled trades/past due report, daily market report, daily Pnl
- Adherence to Group, country and regulatory policies.
- Ensure own behavior does not bring the bank/department into disrepute
- Provide information in response to requests
Job Details
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
Closing date: 29/11/24
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.