Current Openings at RMB - Rand Merchant Bank

• In this role you will support the business unit in the documentation, analysis, improvement and redesign of core and support business processes from current state assessments to post implementation support in order to deliver an improvement in efficiency, high levels of standardization and straight-through processing with defined exception management.

Are you someone who can:

• Quantify the problem statement by liaising with stakeholder and Business SMEs
• Conduct a quick ‘dipstick’ test to test the business problem assumptions if there is available data
• Apply Lean Six Sigma defined phase analysis by:
• Define process flow and value streams
• Measure process performance
• Quantify business case by conducting a Value Stream / Pain Point Analysis together with initial in-depth analysis to validate the business problem
• Define charter by using the Lean / Six sigma methodology
• Work through the Lean Six Sigma phases:
• Measure the Business Problem by defining Y and critical Xs, measuring variation and calculating sigma value and defect rate to derive the Hypotheses to be tested
• Improve the Business Process by designing and implementing the solution through:
• Conduct Rapid Improvement Event (RIE) training for line managers
• Identify RIE’s using Lean method
• Gain an understanding of BU/FA KPIs by identifying and analysing the metrics that measure the business process
• Define and map processes required and establish appropriate process KPIs
• Conduct in-depth process analysis ensuring that work instructions in the applicable process tool (ARIS, Nimbus) is included
• Build and maintain professional working relationships with all stakeholders, displaying excellent abilities to initiate dialogue, listen, advise, influence and negotiate to achieve win-win outcomes

You will be an ideal candidate if you:

• Have a BCom Information Systems/Statistics/Mathematics, BEng Chem/Mech/Ind. or BSc Information Systems
• Completed a Six Sigma Green/ Black Belt Certification
• Have a minimum 6 years working experience at Process Practitioner level;
• Have experience in identifying and running large value (minimum R20million) Continuous Improvement projects
• Have Previous Investment Banking experience
• Knowledge of Global Markets Trading products

You will have access to:

• Opportunities to collaborate and create innovative solutions for our clients
• Work in a dynamic team and get hone your Investment Banking knowledge and skills

We can be a match if you are:

• Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to
• Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it

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Job Description
Hello future Client Solutions Operations Head!

• A leader in advanced payment solutions, Hyphen Technology specializes in receipting, reconciliations, and cash flow administration for corporate clients. It offers technology to automate and optimize payment processes, reducing manual intervention and errors. By integrating with clients’ existing line of business systems, Hyphen Technology enhances operational efficiency and provides clients with actionable insights to manage their cash flow effectively
• To provide leadership, strategic direction, and operational excellence of the Client Payments Solutions team and Production Support professionals within the organisation. 
• Oversee the end-to-end client solutions operations, including payment and collections processing, reconciliations, settlements, investigations, and production support for systems and integrations. 
• Ensure the delivery of seamless, efficient, and compliant operations while driving innovation and continuous improvement. Manage both client-facing and internal operational processes, ensuring high service levels, operational stability, and optimal client satisfaction.

Are you someone who can:

• Provide strategic leadership to the Client Payments Solution Team Leaders, Manager(s), and Production Support professionals to ensure effective execution of client solutions operations.
• Develop and implement an operational strategy aligned with the broader goals of the organisation, ensuring operational efficiencies, scalability, and innovation.
• Oversee all client payment and collections processes, including reconciliations, confirmations, settlements, and investigations, ensuring accurate and timely service delivery.
• Lead the production support team to ensure system stability, effective troubleshooting, and prompt resolution of operational disruptions.
• Ensure the highest levels of client satisfaction by providing proactive solutions, maintaining robust client engagement practices, and resolving escalated issues efficiently.
• Ensure all operational processes meet compliance, regulatory, and risk management requirements, with a focus on minimising operational risks across the entire value chain.
• Oversee resource allocation and capacity planning to ensure the teams can meet client demands, operational needs, and future growth objectives.
• Drive continuous improvement initiatives, leveraging technology and process enhancements to optimise client payment operations and production support.
• Collaborate with internal stakeholders, including Product, Channel, IT, Implementation Teams, and Risk, to align operations with business objectives and address cross-functional challenges.
• Serve as the final point of escalation for unresolved or high-impact operational issues, ensuring timely intervention and resolution.
• Set Objectives and Key Results (OKRs) for the Client Solutions Operations and Productions Support teams, ensuring alignment with strategic objectives and tracking performance against these metrics.
• Manage the operational budget, ensuring cost-effective processes, resource allocation, and financial discipline within the department.
• Foster a culture of continuous learning, mentorship, and professional growth, ensuring the development of future leaders within the Client Solutions Operations and Production Support functions.
• Provide detailed reports on operational performance, risk exposure, client satisfaction, and service delivery for senior management review.
• Oversee any external vendors or service providers involved in payment solutions and production support, ensuring they meet service levels and compliance standards.
• Lead the various reporting teams with a focus on achieving operational excellence, fostering a collaborative culture, and driving innovation.
• Ensure that all operational activities are client-focused, prioritising client satisfaction and service delivery across the board.
• Actively monitor operational risks and implement risk mitigation strategies to safeguard operational stability and compliance.
• Encourage innovation within the team, constantly seeking new ways to enhance processes, improve efficiency, and deliver superior client solutions.
• Hold teams accountable for meeting performance objectives, providing feedback and ensuring alignment with the company’s strategic goals.

You will be an ideal candidate if you have: 

• BCom or relevant Degree
• 5 to 8 years’ experience in a similar environment, of which 2 to 3 years ideally at management level.
• Specific experience in operations management within payments, FinTech, or financial services, with at least 5 years in a senior leadership role.
• Extensive experience in payment processing systems, reconciliations, settlements, and investigations.
• Strong leadership abilities, with proven success in managing large, cross-functional teams.
• In-depth knowledge of compliance and regulatory requirements in financial services and payment operations.
• Experience with production support, including system monitoring, troubleshooting, and vendor management.
• Advanced problem-solving and risk management skills, with a focus on operational stability and client satisfaction.
• Excellent stakeholder management and collaboration skills, with the ability to engage effectively with internal and external partners.

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Job Description

• To manage relevant risks within area of accountability by identifying, managing and mitigating risk in accordance with defined business appetite and aligned to relevant risk frameworks and policies

You will be an ideal candidate if you: 

• Well-seasoned Risk Manager with exposure to Global Markets and trading systems
• STEM degree / hons, with Masters as a preference
• 8y – 10y working experience, preferably with management experience
• Electronic / Algorithmic Trading experience would be beneficial

Are you someone who can: 

• Prior exposure to rules and regulations that relate to trading and the use of algorithms in trading.
• Prior experience with implementing or managing technology solutions in a trading environment.
• Prior experience in market, counterparty credit or practical enterprise risk management would be very beneficial.
• Domain knowledge of the trading and execution business would be a key differentiator (all asset classes, sales & trading).
• Exposure to enterprise architecture, capability modelling and process engineering is necessary

You will have access to: 

• Opportunities to network and collaborate
• Challenging Working
• Opportunities to innovate

We can be a match if you are: 

• Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to
• Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it

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Job Description

• The Head of Strategic Enablement will be at the heart of the CEO Office function, working directly with the CEO acting as a strategic thought partner, responsible for all CEO reporting and the operational running of the CEO function.    
• Through a close working relationship with the CEO, the role will require prioritising and driving focus across multiple functions and various reporting deadlines that run in parallel whilst navigating the fast-paced environment we operate in.   
• The role requires the ability to autonomously and continually “think next need”, implement strategic planning and work in partnership with others to hunt beyond symptom for root causes to find solutions within the guidelines of the RMB Purpose and Ambition and the FirstRand Promises. In a leadership role, the Head of SE will manage projects, provide input, coordinate, and lead all the support team members in the office of the CEO. 
• This is an ideal role for a planner, a fixer, and a problem solver who uses both intellect and heart to excel in complex ever-changing environments.
• Working alongside the CEO ensuring priorities are managed and delivered timeously. 
• Providing support to the CEO in strategic decision-making and execution.  
• Participating in the strategic and tactical business, operational plans and budgets, requiring close communication and interaction with, and support to the RMB Exco in driving the effective execution of key objectives.
• Analysing complex information, disseminating information to appropriate areas, and making recommendations to the CEO.
• Working with the communication team to ensure the CEO Office has a robust and forward-looking communications strategy, built around a clear narrative that aligns with RMB’s overarching strategy (including communication to the function, to the business from the function and external CEO communications).
• Ensuring an effective communication flow is provided around the executive-level decision-making to ensure optimal efficiency.
• Preparation of all presentations, communications, and reports that reflect the CEO's strategic direction and messaging.
• Executing a streamlined executive calendar with coordinated and facilitated executive level meetings to achieve desired outcomes.
• Attending CEO meetings as requested and following up on ideation and deliverables on behalf of the CEO.
• Actioning key items from RMB Exco meetings that require the CEO's attention.
• Working with RMB Exco members to monitor and communicate progress towards set success metrics.
• Attending work-related events and forums, client events, and industry events when required.
• Managing projects, providing input, coordinating, and leading all the support team members in the office of the CEO (excluding the CEO PA) evious senior leadership and management experience 
• A robust understanding of how financial institutions run.  Previous experience in a senior role within a corporate and investment banking environment would be beneficial.
• Excellent track record of complex strategic delivery  
• Proven experience and skill in designing and creating high-quality strategy decks and board papers. 
• Very strong relationship management skills.    Ability to negotiate with and influence various stakeholders, resolve conflict, and build consensus amongst various stakeholders. The ability to lead with stature rather than status. 
• Significant experience and skill in designing and creating high quality strategy decks and board papers.  
• Excellent communication skills, both verbal and written that inspire confidence in business stakeholders and the team.  
• Excellent commercial awareness and experience managing the impacts of external drivers.  
• Extremely organized, able to respond to changing priorities, uncompromising on quality, and unfailing attention to detail.  
• Self-starter with strong problem-solving skills and a can-do attitude. 
• Analytical and flexible, with the ability to rapidly understand ambiguous and complex concepts.  
• Track record of delivering at pace at a senior level in a high-pressure and changing environment 
• Proactive in anticipating the needs of the CEO and staying ahead of them.  

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Job Description

• RMB is a place where exceptional people create their own opportunities by challenging the conventional and driving sustainable impact. 
• United by our proud heritage, strong ethics and philosophy of Traditional values. Innovative ideas, it’s the magic of our people and culture that sets us apart.
• Now, is the time to imagine your next move with South Africa’s number one employer in Financial Services for 2025, where you can embrace the power of collective thinking to unlock unique opportunities for our clients and society.

The purpose of the role is as follows:

• To ensure that the organization complies across a broad spectrum of regulatory requirements.
• To identify risk exposures at a process level.

Are you someone who can:

• Contribute to the development of larger overall area budget.
• Develop the budget for the next financial year for area of responsibility taking all operational plans into consideration.
• Research and design a longer-term financial resource requirement plan for the area of responsibility.
• Present the business case to motivate for financial resources Analyse and develop implementation plans against the forecasted financial budget.
• Develop tactical budget for area of responsibility that minimize expenditure and manage costs.
• Control the budget for area including the authorization of expenditures and implementation of financial regulations.
• 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.
• Contribute to sustaining a competitive edge through external networking, benchmarking and representation on related forums.
• Apply a customer-centric approach that focuses on creating a positive experience for the customer by maximizing service and/or product offerings and building relationships.
• Ensure that the customer is at the center of the business philosophy, operations and ideas.
• Provide input into, and implement, corporate governance, compliance, integrity and ethics policies in are of accountability to identify and manage risk exposure.
• Stays abreast of relevant industry risk management best practices and legislative amendments and suggests ways to leverage these to ensure continuous improvement.
• Creates risk awareness and manages audit findings.
• Participate in Group risk forums where required and cascades relevant information through team.
• Brainstorm, identify, implement and drive innovative best practice ideas within the organization to ensure increased efficiencies.
• Create and participate in specialist communities of practice and represents the organization at Group and industry level to share best practice insights and solutions.
• Drive strategic projects, change management and platform integration across operations.
• Leverage Group capability to exploit opportunities.
• Ensure and encourage adherence to an operational framework of policies and procedures.
• Execute defined business strategy by translating it into the business operations Communicate policy modification, objective achievement progress and critical success factors to impacted stakeholders.
• Ensure the development and implementation of multiple practices in alignment with operational policy and procedural frameworks.
• Identify interconnected problems, determine its impact and use to develop best fit alternatives, driving best practice solutions.
• Be aware of, and responsive to local conditions Influence the development of appropriate organizational structures, capacity and delivery systems.
• Identify development needs and select effective solutions to address personal development gaps to facilitate self-improvement.
• Develop and implement a personal development plan.
• Demonstrate a commitment to continuous personal improvement as a life-long learner and encourage the same in others Share information and empower others to act.
• Acts as a role model for continuous professional development in area of expertise.
• Lead a development culture where information regarding successes, issues, trends and ideas are actively shared.
• Build and sustain collaborative working relationships with relevant peers and stakeholders to achieve productivity synergies Lead specialist communities of practice and contribute positively to own and organizational knowledge improvement.

You will be an ideal candidate if you have the following:

• 2-3 years' work experience in Investment Banking
• An Investment related degree

You will have access to:

• Opportunities to network and collaborate
• Challenging working
• Opportunities to innovate

We can be a match if you are:

• Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to
• Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it
• Love putting our clients at the forefront of what you do

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Job Description
Hello future FOGS Sector Solutions Manager 

• RMB is a place where exceptional people create their own opportunities by challenging the conventional and driving sustainable impact. United by our proud heritage, strong ethics and philosophy of Traditional values. Innovative ideas, it’s the magic of our people and culture that sets us apart.
• Now, is the time to imagine your next move with South Africa’s number one employer in Financial Services for 2025, where you can embrace the power of collective thinking to unlock unique opportunities for our clients and society.

Are You Someone Who Can/Is:

• Passionate about exceptional support and service delivery to business to enable and improve dealmakers time to identify opportunities to expand existing business or generate new business.
• Provide information and system support to Sector Heads including analysis to manage the business and/or client ecosystem optimally.
• Constantly look to identify efficiency improvements by reviewing and adapting the quality of client servicing support processes and sharing such with the relevant specialist area.
• Enabling the process during the legal implementation of transactions including (CP, resolutions, invoicing, KYC and onboarding, liaising with transaction managers and process driven requirements)
• Enabling credit process and transaction management by engaging with clients on compliance certificates, information undertakings and related requirements.
• Team data management: participation in IC and credit committees to record and manage outcomes and requirements resulting from the discussion
• Transaction pipeline management for the business enabling the smooth execution of deals. Debt maturity management and refinance opportunity identification
• Managing the business deal conclusion forum documents, action items and signatories
• Co-ordinating and managing the business co-investment vehicles and related administrative requirements 
• Ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability
• Ensure implementation of relevant policies, governance, and practice standards across the business
• Maintain knowledge on relevant legislative amendments, industry best practices and internal compliance procedures and requirements
• Drive client and business satisfaction through effective first call resolution with the relevant specialist areas and evaluate client feedback using the information to make the necessary changes to ensure a world class support service is provided.
• Take responsibility for daily client service management and support the Client Group value proposition while ensuring client satisfaction and retention by exceeding service level requirements.
• Ensure to follow through relevant tasks by monitoring and verifying the process flow till completion.
• Ensure that relevant client information is shared to assist with more effective resolution of client requirements 
• Provide oversight during both client onboarding and enablement, in co-ordination with relevant business stakeholders, to meet and exceed the client experience.
• Collaborate and build effective networks across the organisation to address the client needs and support in all escalated admin-related issues.
• Collaborate with business partners by sharing expert knowledge and information obtained from client engagements.
• Credit and capital management for the business 
• Develop and maintain collaborative relationships with internal and external stakeholders 
• Promote teamwork and inclusivity amongst team members and demonstrates behaviour that respect diversity
• Partner and collaborate with team members to achieve team success
• Make decisions in consultation with relevant stakeholders and recommend tailored solutions to specific problems.
• Challenge the status quo to drive continuous improvement.
• Aid the business with efficient and accurate financial and resource budgeting and management, leveraging data internally.

You Will Be An Ideal Candidate If You:

• 5 to 8 years’ experience in financial services or client service industry within a sales or relevant business support role. Specific skills in CRM, AML, Enhanced Due Dilligence, KYC, FICA, Credit Analysis, Risk Management, Client Engagement, Operations Management, Critical thinking, Analytical Skills and Customer Service 

You Will Have Access To:

• Opportunities to network and collaborate
• Challenging Working
• Opportunities to innovate

We Can Be a Match If You Are

• Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to
• Passionate about processes and administration management 
• Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it

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Job Description

• To play a pivotal role in ensuring the seamless operation of trade and execution processes by working closely with Trade and Execution operations professionals to manage exceptions across the entire operations value chain, ensuring issues are resolved promptly and efficiently.
• To leverage extensive experience, professional judgement in the business area and deep understanding of trading desk operations to identify and rectify issues swiftly, serving as a subject matter expert, providing invaluable guidance and support to the team.

Are you someone who has an interest / experience in: 

• Identify, analyse, and resolve trade and execution exceptions across the full value chain to prevent escalation to the Team Leader.
• Utilise extensive knowledge of trading desk operations to quickly identify and address issues, ensuring minimal disruption to trading activities.
• Apply professional judgment to determine the root cause of issues and implement effective solutions promptly.
• Continuously evaluate and improve trade and execution processes to enhance efficiency and reduce the occurrence of exceptions.
• Work closely with trade and execution operations professionals to ensure seamless communication and coordination in resolving issues.
• Identify potential risks in trade and execution processes and develop strategies to mitigate them.
• Analyse trade data to identify patterns and trends that may indicate underlying issues or areas for improvement.
• Monitor trading systems and platforms to ensure they are functioning correctly and efficiently.
• Ensure all trade and execution activities comply with relevant regulations and internal policies.
• Provide training and guidance to trade and execution operations professionals to enhance their skills and knowledge.
• Maintain detailed records of issues, resolutions, and process improvements for future reference and analysis.
• Develop and track key performance indicators (KPIs) to measure the effectiveness of trade and execution processes.
• Collaborate with IT teams to integrate new technologies and systems, where applicable, that enhance trade and execution operations.
• Provide high-level support to clients, addressing their concerns and ensuring their satisfaction with trade and execution services.
• Encourage innovative thinking and the adoption of new technologies and methodologies to improve processes and outcomes.

You will be an ideal candidate if you: 

• Minimum: Bachelor's Degree in Finance, Economics, Business Administration, or a related field.
• Preferred: Post-graduate Degree in Finance, Economics, Business Administration, or a related field.

Year’s of experience

• 6 - 8 years’ experience in a similar environment, of which 2 - 3 years ideally at specialist level
• In-depth knowledge of trade and execution processes, including order management, trade settlement, and reconciliation.
• Proficiency in trading platforms and systems such as Bloomberg, Reuters, or similar.
• Strong analytical skills with the ability to interpret complex data and identify trends.
• Excellent problem-solving abilities to quickly identify and resolve issues.
• Familiarity with regulatory requirements and compliance standards in the financial industry.
• Experience with risk management practices and strategies.
• Advanced Excel skills and familiarity with data analysis tools.
• Strong communication skills to effectively collaborate with team members and stakeholders.
• Attention to detail and a high level of accuracy in all tasks.
• Ability to work under pressure and manage multiple priorities in a fast-paced environment.
• Continuous learning mindset to stay updated with industry trends and best practices.

You will have access to: 

• Opportunities to network and collaborate
• Challenging working
• Opportunities to innovate

We can be a match if you are: 

• Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to
• Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it
• Love putting our clients at the forefront of what you do

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Job Description
Hello Future Operations Integration Specialist!

• RMB is a place where exceptional people create their own opportunities by challenging the conventional and driving sustainable impact.
• United by our proud heritage, strong ethics and philosophy of Traditional values. Innovative ideas, it’s the magic of our people and culture that sets us apart.
• Now, is the time to imagine your next move with South Africa’s number one employer in Financial Services for 2025, where you can embrace the power of collective thinking to unlock unique opportunities for our clients and society.
• In this role you will provide advanced production support for client integration issues, with a focus on complex, high-impact incidents. Act as an escalation point and specialist within the team, collaborating with IT, Operations, Channel and Product teams to ensure seamless client service and effective issue resolution across channels and products.

Are you someone who can

• Lead resolution of complex client integration issues, managing escalations and ensuring client needs are met.
• Conduct root cause analysis and recommend solutions for recurring and high-impact integration issues.
• Develop a thorough understanding of client systems to troubleshoot multi-dimensional issues.
• Engage with IT, Channel and Product teams to adapt solutions for integration workflows.
• Serve as a subject matter expert for product and channel integration, providing support and guidance to junior team members.
• Analyse incident trends to identify patterns, recommending proactive measures.
• Communicate directly with clients for high-priority issues, providing transparent updates and managing expectations.
• Collaborate with line management to develop playbooks and response protocols for complex incidents.
• Contribute to technical adjustments in systems, in collaboration with IT and Product teams.
• Track and report on resolution timelines, providing feedback on efficiency and client satisfaction.
• Support training sessions for team members, sharing expertise on advanced integration troubleshooting.
• Document technical knowledge to expand the team’s resources on common integration issues.
• Coordinate cross-functional discussions to address complex client requests and determine viable solutions.
• Ensure compliance with established procedures and regulations in incident handling.
• Participate in post-incident review sessions, offering insights to refine response processes.
• Actively contribute to team meetings, sharing insights and fostering a collaborative environment.
• Drive a high-performance culture by meeting or exceeding incident resolution metrics.
• Encourage innovation by suggesting improvements to integration support methods and tools.
• Identify risk factors in production workflows and escalate promptly to maintain service stability.
• Foster a client-focused mindset, emphasising the importance of timely and effective communication

You will be an ideal candidate if you have:

• A Bachelor’s degree in Business, Information Systems, or a related field. Or Honour’s degree in Business, Information Systems, or a related field
• 3 to 5 years’ experience in a similar environment, of which 1 to 2 years ideally at junior (entry level) management level
• Experience in client support, operations, or integration roles, preferably in financial services.
• Previous experience working with financial product and channel solutions.
• Advanced knowledge of production support and incident management.
• Proficiency in integration support processes, with strong troubleshooting skills.
• Intermediate knowledge of financial products and IT support systems.
• Excellent communication skills, both with clients and internal teams.

You will have access to: 

• Opportunities to network and collaborate
• Challenging Working
• Opportunities to innovate

We can be a match if you are: 

• Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to
• Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it

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Job Description

• To ensure project finances are appropriately managed, reported on and compliant for overall financial success of projects.
• To provide professional Project Accounting and governance support to the operations and project teams, may include detail cost analysis commitments, updating project schedules, completing reporting packs and performing administration function.
• Review all cost center reports and ensure usage of resources is in line with cost center finance allocations.
• Accurately prepare management accounts in conjunction with management accounting office to be presented at various committee meetings.
• Support budget holders in developing and monitoring plans.
• Assist with annual budget preparation.
• Assist with budget coordination, perform reasonable tests on information received from budget holders as well as management accounting office.
• Review and comment on budgeted profit and loss from management accounting office.
• Extract reports for management and perform statistical analysis to present statistical knowledge to stakeholders.
• Open and maintain projects on system.
• Ensure completeness and accuracy of all project costing and commitments.
• Compile monthly project schedules and reports for the PRC.
• Attend monthly project review meeting with Project Head.
• Prepare monthly project cash flow forecast.
• Identify FX exposure on projects and report monthly.
• Post project analysis and review to determine if financial objectives are met.
• Accurately calculate and issue costs for various new projects timeously.
• Assist project manager with preparation of cost budgets and the reconciliation thereof.
• Continuous adherence to IFRS regulations, procedures, and standards.

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Job Description

• To drive the growth in flow and event business activity for a specific client and/ or for a portfolio of clients within a sector
• To translate the sector strategy into a tactical client portfolio strategy and drives execution thereof. To drive the effective delivery of solutions by collaborating with the relevant internal and external stakeholders, to define and distil the sector strategies into executional tasks, create shared success metrics, and then lead the client engagement and services teams in the execution of the service and support delivery tactics for retention and growth of the customer
• To own a sector’s portfolio client relationships, and to anticipate client challenges, coordinate solutions for those challenges, and manage and develop the relationships necessary to increase the value of the client’s portfolio and/or product basket working with respective bankers, banker support teams and banking suite teams
• Lead transactors and specialists within the cross functional team, providing leadership, oversight, and driving performance of the specific client set
• Develop and deliver on the client plan that aligns to the Sector Strategy by identifying and utilising opportunities for revenue growth to deliver on sales targets
• Develop, in collaboration with key stakeholders, the plans to drive revenue growth and generate client leads within the allocated client set
• Manage the origination process, anticipating client needs and ideation of innovative solutions to client’s emerging needs
• Analyse information and reports to identify trends, discrepancies and inconsistencies for decision making purposes by thoroughly understanding the sector and providing thought leadership on developments within the client set allocated
• Identify opportunities and spot future trends in sector developments that can improve the bank’s competitiveness
• Collaborate closely with relevant business units and product houses as per strategy to identify revenue opportunities
• Define and drive the tactical sales strategy for area of responsibility and leads the Client Action Planning process for clients they are directly responsible for within assigned sector portfolio, across all their banking needs (across all business units)
• Establish and maintain relationships with product/ solution partners to strengthen collaborative working relations to improve the effective and efficient execution of the Client Action Plan as part of a cross-functional team
• Apply a customer-centric approach that focuses on creating a positive experience for the customer by maximising service and/or product offerings and building relationships and ensure that the customer is at the centre of the business philosophy, operations and ideas
• Seek innovative, digitally oriented, assisted and unassisted solutions to clients’ needs, and crafting strategies for implementing client-specific solutions
• Manage team or teams in areas of responsibility in delivery against performance targets and achievement of wider human capital objectives
• Develop, encourage, and nurture collaborative relationships across business areas and across the group