Client Executive at RMB - Rand Merchant Bank

Job Description

• Client Executives, as part of the Global Markets (GM) client solutions sales teams, are responsible for managing and growing relationships with RMB’s key strategic clients. The Global Markets Corporate Client Group (CCG) and Sponsor Client Group (SCG) teams need to understand their clients’ risk management needs and provide bespoke or vanilla solutions as per their requirements. They partner broadly with various RMB teams both inside and outside of GM to deliver end-to-end market risk solutions to clients with the objective of making RMB their key market risk solution partner.
• The Client Executive will use their deep sector expertise and broader financial product knowledge to drive and support client solution origination across multiple products, client growth, retention, and penetration. The Client Executive will review client performance and profitability across products and solutions, client satisfaction and engagement to ensure GM is upholding the RMB brand promise.
• As part of their day-to-day activities, the Client Executive is accountable for client event and flow outcomes (including P&L), solutions innovation, development, and implementation.

 Responsibilities 

• Client origination, retention, and penetration across the bank’ solutions to drive financial performance
• Bring “one RMB” to the client by presenting Global Markets (GM) and its offering to the client
• Origination across multiple products. They articulate and drive the client strategy and budgets and are accountable for the management, growth, and profitability of the clients allocated to them
• Serve as the primary point of contact for the allocated client’s key decision makers (e.g., Group Treasurer /CFO) and actively driving client relationship, planning, engagement, and strategy
• Build and manage working relationships with various internal stakeholders (asset class specialists, cross-functional teams and GM Credit) to be recognised as a trusted advisor, living the RMB principles and values
• Establish mutually beneficial relationships with stakeholders that support thought leadership, innovative and integrated practice solutions
• Communicate client closed-loop feedback effectively to maintain and enhance the GM sales teams’ brand of client excellence
• Develops and delivers on the GM client account plans (CAP) for strategic clients and contribute those plans into the CCG and SCG client account plans (CAP)
• Communicate the credit line requirements to the respective lead banker or sector head in advance
• Drive the use of the Client Relationship Management (CRM) client system for the GM activity via capturing all opportunities, call reports, etc
• Contribute and participate in a cross-functional team with the primary responsibility to deliver GM solutions
• Manage the origination process, anticipating client needs and ideation of innovative solutions
• Analyse information and reports to identify trends, discrepancies and inconsistencies for decision making purposes. Thoroughly understand relevant sectors and provide thought leadership on developments within the allocated client set
• Apply a client-centric approach that focuses on creating a positive experience for the customer by maximizing service and/or product offerings and building relationships and ensure that the customer is at the centre of the business philosophy, operations and ideas
• Develop, encourage and nurture collaborative relationships across business areas and across RMB

Qualifications

• Post-graduate degree in a commerce field or related discipline
• A CFA or master’s qualification is advantageous.

Experience and Skills

• Minimum of 5 - 8 years’ experience in a similar environment, of which 2 - 3 years has been client-facing
• Industry knowledge; product knowledge; relationships with key stakeholders
• Multi-asset class capability is advantageous
• Ability to price and book deals to critique and review the pricing that goes to clients to ensure that it is competitive
• Excellent with client engagement, deal origination and closing deals
• Ability to collaborate and add value to cross-functional teams within broader RMB client groups for Corporate and Sponsor
• Self-starter and ability to generate leads
• Interest in continuous learning and growing technical know-how and EQ

Deadline:26th February,2026