Client Manager, Global Markets at Standard Bank Group

Job Description

To manage a client portfolio by building, maintaining and deepening client relationships, providing trusted advice, and selling fit for purpose products and services that meet client needs and achieve exceptional client experience. To optimise cross-selling opportunities and portfolio Flow sales revenue in line with the Global Markets Flow Sales strategy and defined risk parameters and regulatory requirements. As a multi- asset treasury and currency risk management specialist, proactively manage and provide specialist sector relevant treasury advice to a portfolio of clients, ensuring that client needs are understood and fulfilled to maximise flow sales return within defined risk parameters while optimising cross selling opportunities and overall client experience.

Qualifications

Minimum Qualifications

• Degree Business Commerce / Finance and Accounting / Generic Management
• Bachelor’s degree in a relevant field of study with ACI qualification and FAIS Regulatory Exam.

Experience Required
Macro Generic
Global Markets Client Management
3-5 years

• Seasoned experience in client relationship management with a demonstrated track record applying judgement, best practice and business knowledge to solve complex problems and improve processes. Demonstration of advanced communication skills and the ability to adapt communication style based on the target audience.

2 years

• Experience in the sale of Global Markets Flow products and services in more than one asset class, with specialisation in at least one client sector, which includes an understanding of the risk and regulatory environment. Experience planning for self and team in line with defined objectives to achieve sales targets.

None Negotiable:

• GM experience

Additional Information

Required Skills:

• Account management - Manage proposals, pitches, contract negotiations, and deal amendments to grow the overall regional portfolio. Work closely with Client Execution and Trading Desks to dynamically manage margins, provide structured pricing, ensure fair spreads and maximum value to clients, to achieve targets, manage risk and deliver exceptional client experience.
• Contribute to Global Markets regional Flow Sales strategy and implement regional Flow Sales plans and targets by establishing clear goals and targets to maximise sales and profitability, minimise client attrition and ensure delivery against the plans and strategies.
• Market Trends - Stay abreast of changes in market conditions, sector trends, regulations, product developments, and client insights to offer clients industry relevant updates, market developments, currency / commodity movements, and expert advice to support decision making and the identification of appropriate Flow products and services. Establish credibility as a trusted partner to ensure client retention by demonstrating a detailed understanding of the client context and their bespoke needs.
• Digital Innovation - Proactively sell digital migration to clients by driving the digital value proposition and leveraging digital transition and promoting the use of self-service tools to reduce number of client enquiries across the client portfolio.
• Stakeholder Management - Build, maintain and expand a network of internal and external stakeholders / partners. Liaise and partner across Global Markets Sales, Trading Desks, Operations and Client Experience to identify opportunities to optimise product and service delivery, drive service excellence and to realise new / cross selling opportunities to maximise revenues.
• Sales Management - Manage the sales process from selling to execution (proposals and pitching, contract negotiation, deal amendments, pricing, documentation), working closely with the Treasury Execution manager to dynamically manage margins, provide structured pricing, and ensure fair spreads and maximum value to clients.  Ensure zero slippage of foreign exchange revenue and maintain a minimum wallet share (predefined %)