Investment Business Development Manager at RMB - Rand Merchant Bank

Job Description

To act as a intermediary distribution professional by marketing investment products to financial advisors and wealth managers to ensure growth in business assets under management

• Provide input into the budgeting process and monitor utilisation for the financial year according to the operational plan
• Produce or review budget reports to make sure they accurately reflect work activity
• Ensure financial documentation is maintained to support accurate record keeping and future legislative requirements
• Escalate potential budget risks that may lead to increased costs or financial losses
• Present work proposals on planned activities that will require financial resources
• Allocate and approves expenditure
• Collate, analyse and evaluate data and information to forecast expenditure and cash flow trends and make recommendations to improve budget
• Collaborate closely with relevant business units and product houses as per strategy to identify revenue opportunities
• Drive opportunities for revenue growth and cost reduction such as adoption of digital and other self service options across client base
• Deliver customer experience excellence aligned to Organisational values and service standards
• Build professional long-term relationships with customers based on trust that builds the brand
• Collect and interrogate information and feedback to ensure full understanding of customer needs to deliver a quality service
• Deliver service that exceeds customer expectations through proactive, innovative and appropriate solution selection and application
• Provide customers with relevant information to keep them informed of products and service options
• Build relationships that allow for the managing of expectations; the sharing of knowledge and diverse insights; and the creation of buy-in
• Engage in cross-functional relationships to obtain and to provide work support