Client Strategist (Coverage) at Rand Merchant Bank

Job description

The role of the Client Strategist is to spend most of their time with our clients to understand and anticipate client/ industry needs – and uncover mutually rewarding opportunities. Using a differentiated client engagement methodology. Client Strategists develop unique and actionable insights that, in partnership with RMB divisions, leads to winning, retaining and growing primary banker status of our chosen clients.

Key Responsibilities:

• Client engagement
• Identification and development of opportunities
• Business case development
• Research and analytical outputs
• Financial analysis
• Stakeholder collaboration
• Strategic client planning
• Presentations and client pitches
• Writing client feedback documents
• Contribute to revenue growth targets

Experience and qualifications:

Relevant degree required

• 10+ years relevant experience:
• Client consulting experience highly preferable
• Corporate banking experience preferable
• Experience in dealing with C-suite executives (client facing experience mandatory)
• Very strong verbal and written communication (English first language)
• Full MS Office capabilities (Advanced level: Word, PowerPoint and Excel)

Competencies:

• Consulting skills (spending time with clients, asking the right questions, making meaningful observations, documenting findings, providing recommendations)
• Interpersonal skills (working closely with internal stakeholders, understanding and aligning with shared goals, engaging with C-suite executives, building rapport, influencing)
• Financial and economic acumen (practical understanding of financial statements, good working sense of macro and micro economics, business case development, modelling of data, understanding of behavioural economics)
• Strategic thinking abilities are critical (being able to visualise future state, understand big picture thinking, differentiating between operational and strategic issues, spotting strategic themes)
• Expert written and verbal communication (professional and formal written responses to clients, client presentations and pitches, findings and recommendations documentation)
• Facilitation skills (ability to facilitate workshops, brainstorms and discussion forums at all levels)
• Well-developed research and analytical abilities (have a research mindset, being able to find and leverage various sources of information to improve understanding, doing data analysis, testing theories)
• Banking knowledge (solid understanding of corporate and investment banking products and services)
• Sector knowledge/Industry expertise (understanding international and local industry best practices and behavioural trends, ability to stay relevant and up to speed with current events)
• Brand building (being able to leverage brand building tools to proactively help develop and grow our brand).