Transaction Manager at RMB - Rand Merchant Bank

Job Description

To support in the execution of financial transactions, engaging in parts of, or the full transaction management lifecycle, participate in client interactions, and adhere to regulatory compliance and defined policies and procedures. Real Estate/ Property experience

• To increase operational quality and turnaround time of transactions according to industry standards and internal policies.
• Prepare, review, and maintain transaction-related documents to ensure completeness and compliance with regulatory and legal standards, thereby minimising risk and ensuring accurate records.
• Engage in the due diligence process by compiling the necessary documentation and liaising with relevant advisors.
• Act as a key point of contact for clients, addressing inquiries, providing updates, and ensuring a high level of service throughout the transaction process to maintain client satisfaction and trust.
• Monitor and ensure all transactions adhere to internal policies and external regulatory requirements, including KYC (Know Your Customer) and AML (Anti-Money Laundering) standards, to prevent legal and financial penalties.
• Assist in the execution of transactions, coordinating closing logistics, finalising documentation, and ensuring all procedural requirements are met for successful transaction completion.
• Perform market research to gather intelligence on market conditions, competitive landscape, and emerging trends, aiding in the development of informed transaction operations.
• Identify and implement process improvements to enhance efficiency, accuracy, and client service in transaction management, contributing to operational excellence.
• Track and report on transaction-related risks, collaborating with senior managers to develop and implement effective risk mitigation strategies.
• Foster strong relationships with clients by understanding their needs, providing tailored solutions, and ensuring high levels of satisfaction to drive repeat business.
• Collaborate with internal teams i.e., legal, compliance, credit, and operations to ensure cohesive and efficient transaction management.
• Engage in ongoing training and development activities to build expertise in transaction management.
• Build and sustain collaborative working relationships with relevant peers and stakeholders to achieve productivity synergies.
• Participate in specialist communities of practice and contribute positively to own and organisational knowledge improvement.