Current Opportunities at RMB - Rand Merchant Bank

Purpose:

• To develop client growth and sales strategies and provide support to the business development teams in execution

Are You Someone Who Can:

• Participate in client portfolio reviews to gain a detailed understanding of clients in order to identify opportunities aligned to client portfolio management objectives.
• Liaise with clients to conduct service reviews.
• Engage with TTS client facing teams to identify and progress opportunities and provide ongoing support around whatever they need to drive the clients agenda e.g., roadshows, technology, metrics, client information, competitor analysis, etc.
• Enhance coordination and cooperation across TTS and other stakeholder teams across the FirstRand Group to focus on profitable client behaviour through new business and increased share of wallet.
• Find opportunities to leverage relationships and share knowledge where appropriate 
• Develop a coordinated agenda across products with a focus on profitable client behaviour at TTS level.
• Develop a strategic overview of the most important accounts across all products at business unit level Map these accounts to understand their importance across different products, what resources are being deployed and what gaps can be fixed.
• Agree on a high-level subsector focus across TTS and articulate a strategy for each targeted subsector.
• Perform a detailed opportunity analysis, including share of wallet, gap analysis, industry trends and competitive benchmarking.
• Facilitate agreement on TTS specific client targets and their overall prioritisation, as well as resource deployment in terms of targeted clients.
• Draw on research, financial analysis, meetings with internal teams and own judgement to develop and implement strategic solutions to optimise client businesses and increase RMBs share of wallet.
• Source and collate client metrics into a report and analyse the information to identify patterns and trends.
• Analyse monthly resources versus revenue.
• Hold bimonthly meetings with client facing teams to identify opportunities and challenges, share information, review client interactions and identify actions and opportunities.
• Actively engage clients through account management programmes and strategic reviews.
• Identify and work with relevant stakeholders to implement processes and technology that enable client facing teams to perform their tasks more efficiently and enhance client service.
• Development holistic new client value propositions in collaboration with relevant. stakeholder teams.
• Drive the implementation of new holistic client value propositions from ideation to commercialisation.
• Demonstrate pride in the organisations brand services and products by consistently delivering on the brands promise.
• Follow through to ensure that personal quality and productivity standards are consistently and accurately maintained.
• Stay relevant and up to date with legislations and new developments.
• Maintain a positive attitude and respond openly to feedback.
• Handle stress in ways that do not negatively impact others.
• Plan and manage own workflow anticipating obstacles juggling priorities and following through on objectives within agreed time frames and according to quality standards.
• Take ownership of personal career development leveraging formal and informal opportunities.
• Read situations and organisational realities.
• Set aside personal agenda for the greater good.
• Act in an ethical transparent and morally defensible manner including highlighting unethical practices.
• Share debate and communicate learnings.
• Flag and debate issues constructively.
• Promote a friendly cooperative climate.

You Will Be An Ideal Candidate If You:

• Have a Bachelor’s degree or an Honour's degree in Business Administration, Finance, Economics, Marketing, or a related field, and have Professional certifications such as Certified Business Development Professional (CBDP) or similar. A Masters degree in relevant field will be advantageous.
• Have 3-5 years in a similar environment and banking experience is advantageous

You Will Have Access To:

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

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Job Description
Hello Future Investment Operations Specialist

• Ashburton Investments is a new generation investment manager that offers investors access to more sources of return and more ways to manage risk. We pride ourselves on offering solutions to address clients’ holistic needs through operational excellence.
• In this role you will be required to handle the operational aspects of investment activities ensuring that trade settlements, trade confirmations, middle office operations, and various asset servicing activities to ensure accuracy and timeliness.
• As an Investment Operations Manager, you’ll play a key role in investment operations by ensuring efficient and accurate execution of account opening, money movements, investment transactions, and compliance procedures.

Are you someone who can:

• Provide administrative support to the functional leadership teams and coordinate respective activities and actions.
• Assess current operational process and ways of work to identify bottlenecks, challenges, inefficiencies etc.
• Recommend and implement improved ways of work, taking into consideration the requirement to remain responsive to stakeholders’ expectations.
• Constantly assess areas for improvement and process optimisation, levering efficiencies, and individual team members’ strengths to drive service delivery.
• Provide feedback on process changes and the impact thereof on service delivery.
• Assess the team’s capability, and structure a resource utilisation plan to position the team for success, making use of the individual contributions of each team member.
• Produce high quality work by adhering to predefined standards and procedures and in accordance with compliance and governance standards.
• Deliver an exceptional and high-quality service that exceeds customers’ expectations through proactive, innovative, and appropriate solutions.
• Prevent wastage and identify process improvements to contain and reduce costs.
• Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation.
• Deliver internal and external customer service excellence through adherence to quality service standards.
• Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation.
• Manage team performance in achievement of business objectives.
• Develop, encourage and nurture collaborative relationships across area of specialisation.
• Display and encourage an appreciation of teamwork and inclusivity.

You will be an ideal candidate if you:

• Have completed an undergraduate degree in a business-related discipline.
• Have 5 years’ experience in a similar environment.
• Have an understanding of fund accounting.
• Proven track record of process improvements and problem solving.
• You will have access to:
• Opportunities to innovate and contribute to the future of Ashburton Operations
• Opportunities to network and collaborate.
• Challenging work

We can be a match if you are:  

• Curious & courageous - You are driven by always wanting to know more and learn more and you are brave enough to ask challenging questions.
• Detail orientated – Strong observation skills with a keen eye for detail.
• Resilient – Be able to work under pressure and be unflappable – Have the ability to stay cool.
• Decisive – You are able to make sound judgments and work independently.
• Collaborative- You are able to work within a team environment and to create and leverage synergies.
• Proactive – You use initiative, take ownership and are able to question from base principles.

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Job Description

• To manage the life-cycle of a transaction and mitigate associated operational risks
• Coordinate and participate in any ad hoc project as required
• Read and understand legal agreements in order to draw up an amortisation schedule and book deals 
• Derive payment amounts from the legals and amortisation schedule 
• Prepare notification to clients and submit payments to team leader for approval
• Ensure all legal requirements are fulfilled before draw down can occur
• Ensure all ongoing deal management tasks are performed in line with the legal agreements
• Settle all instruments on the correct systems
• Clear reconciliation and exception report items within SLA timeframes
• Respond to queries from internal and external stakeholders
• Prepare financial statements, investor reports and other reports required by the regulators
• Continually look for ways to enhance efficiencies
• Demonstrate pride in the organisations brand services and products by consistently delivering on the brands promise
• Follow through to ensure that personal quality and productivity standards are
• consistently and accurately maintained
• Stay relevant and up to date with legislations and new development
• Maintain a positive attitude and respond openly to feedback
• Handle stress in ways that do not negatively impact others
• Plan and manage own workflow anticipating obstacles juggling priorities and following through on objectives within agreed time-frames and according to quality standards
• Take ownership of personal career development leveraging formal and informal opportunities
• Read situations and organisational realities
• Set aside personal agenda for the greater good
• Act in an ethical transparent and morally defensible manner including highlighting unethical practices
• Continually share debate and communicate learnings
• Flag and debate issues constructively
• Promote a friendly cooperative climate
   

go to method of application »

Job Description

• Hello Future Transactor,
• 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 2023, where you can embrace the power of collective thinking to unlock unique opportunities for our clients and society.

Are You Someone Who Can: ​

• Manage and maintain the transaction by complying with internal procedures and agreed processes to effect management (prepare cash flows, obtain signatures, sending instructions to various departments), apply knowledge of Companies Act, Excon, FICA, Tax, Accounting to transaction where applicable, in implementing and managing the transaction.
• Achieve sales targets in line with performance scorecards and achieve an acceptable cost of sales ratio through pipeline managements and sales quality.
• Identify opportunities to increase sales revenue and to grow the organizational client base while containing costs
• Develop tactical strategies with retaining or signing unbanked customer base with a view to improve and increasing profitability.
• Maintain specialized knowledge on all FirstRand approved products, application procedure, fulfilment processes and timelines to drive and achieve relevant sales targets.
• Drive the maximizing of cross-selling opportunities where possible and in consultation with more experienced Transactors.
• Directly inform the client inputs during legal drafting processes, implement and manage transactions in accordance with legal and regulatory requirements and ensure full understanding of transaction.
• Achieve expected financial targets and uphold associated service levels.
• Provide a professional service to stakeholders by ensuring that transactions are managed and accounted for in accordance with legal agreements, relevant legislation and that deal activities are executed by following agreed business process.
• Understand and manage financial aspects of transactions through understanding and adherence to Legal agreements and all applicable regulatory aspects (Companies Act, Excon, IFRS, FICA, Bank’s Act, etc.), to prepare financial activities required on the transaction (e.g. Diary reminders, payments, drawdowns, invoices, etc.).
• Preparation and analysis of various financial reports required in the preparation of the insights required for client strategies.
• Interface with CIB Finance on monthly management accounts and resolve queries raised by frontline. Feedback results to Equity team monthly at team meetings.
• Adhere to internal controls and procedures to alleviate risk and prevent losses by following internal procedures and agreed processes to effect financial management (prepare cash flows, obtain signatures, sending instructions to various departments, etc.).
• Identify and understand potential risks which may lead to increased costs and collaborate with relevant stakeholders on risk mitigation strategies.
• Build trusting relationships with stakeholders through consistent and timeous communication and adherence to their requirements (systems and procedures) and evidencing an understanding thereof.
• Respond to queries from stakeholders by understanding their requirements and providing information timeously.
• Provide quality service delivery by understanding and being proactive and evidencing a good understanding of the transaction.
• Contribute to client service delivery culture through adherence to approved organizational service delivery principles
• Prepare model and reminders for required activities by using available systems.
• Manage documentation by obtaining supporting and legal documents in formats required and lodge with securities, where applicable.

You Will Be An Ideal Candidate If You:

• Ideally CA (SA) with at least 6 years' experience in tax, preference shares and structured markets products
• Strong work ethic with a self-starter attitude and a keenness to take ownership of the role’s opportunities and personal development

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