Latest Jobs at RMB - Rand Merchant Bank

Job Description

To oversee and provide guidance in streamlining all Stores operations across the organisation, to facilitate and enable business strategy by translating it into business plans and operating capabilities and managing the delivery thereof.

• Identify business needs, set, prioritize and evaluate work generated by extended team in meeting business requirements
• Proven track record as a product owner in implementing solutions that exceed business objectives
• Work with Co-Heads of Structuring to understand their vision and strategy for the desk
• Work with different parts of the business to understand their contribution to the vision and strategy and co-ordinate the ongoing alignment and delivery thereof
• Track and monitor progress against objectives and take corrective action where appropriate
• Facilitate the development and delivery of new products where required in response to new client requests, changing market conditions, changing regulatory requirements and competitor offerings
• Guide, steer and co-ordinate new product development projects to deliver on the strategy
• Ensure governance and policy frameworks are communicated and adhered to Ensure Business Continuity Management is proactively managed
• Ensure the business is prepared for regulatory and legislative change, ensure compliance standards are adhered to across the function
• Ensure regular monitoring and reporting where appropriate
• On a project-by-project basis engage with whoever has requested the model and maintain continuous engagement throughout the process.
• Formally engage with Risk and Compliance to validate the model and provide a document detailing the finalised model and its underlying methodologies strengths and weaknesses.
• Engage with the DCF on an ad hoc basis to provide them with comfort around the model propose market norms and identify down-the-line issues.
• Build professional working relationships with all stakeholders displaying strong abilities to listen advise influence and present at all levels.
• Integrate opinions and information provided by various sources to make decisions. Adapt communication styles to meet the needs of different audiences.
• Find opportunities to leverage relationships and promote the sharing of knowledge ideas and insights. Represent the function internally where required
• Demonstrates pride in the organisations brand services and products by consistently delivering on the brands promise.
• Plan and manage own workflow anticipating obstacles juggling priorities and following through on objectives within agreed time-frames and according to quality standards.
• Stay relevant and upto-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.
• Take ownership of personal career development leveraging formal and informal opportunities.
• Self-management: Act in an ethical transparent and morally defensible manner including highlighting unethical practices.
• Continually share debate and communicate learnings.
• Contribute to a friendly cooperative climate in working with others to achieve collective goals.
• Be sensitive to others feelings needs values views and attitudes and be courteous and diplomatic when dealing with difficulties and problems others may be experiencing (EQ).

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Job Description

To provide legal solutions to complex legal and business challenges to mitigate against legal risk and partner with the business on the implementation of policies to comply with legal and regulatory requirements and business processes

• Responsible for advising on and drafting all Markets products, including fixed income, equities, derivatives, prime broking, drafting of master agreements and other hedging transactions 
• Ensure minimisation of financial risk through accurate advice to business on potential legal issues
• Identify and escalate potential financial risks
• Deliver against operational and cost targets and escalate potential risks which may lead to increased costs
• Initiate pro-active and effective communication with clients
• Provide accurate advice to management on latest legislative amendments that could impact on the business
• Build and maintain effective relationships with relevant stakeholders
• Achieve service delivery standards to internal and external stakeholders
• Draft and negotiate legal contracts and commercial agreements according to set frameworks
• Provide accurate advice to management on the latest legislative amendments that could impact on the business
• Ensure legally compliant best business practices and policies in order to protect the organisation from legal action
• Deliver operational targets and business objectives within agreed departmental plan
• Provide support to business management by developing general awareness, monitoring of consistency, compliance to plans, policies and procedures
• Support effective teamwork within the department
• Ensure optimal performance of both individuals and teams in order to achieve business objectives through effective development interventions
• Manage own development to increase own competencies

Requirements:

• Min Qualifications: LLB, admitted attorney
• Years of Experience: 5-8
• Industry experience: Experience in commercial law, banking/financial services
• Must have commercial legal experience

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Job Description

To plan, direct and coordinate the activities of enterprise-wide projects to ensure that project goals are accomplished
Consult with management and review project proposals to determine goals, time frame, funding limitations, staffing requirements, allocation of resources, and procedures for delivery and integration of related projects

• 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 minimises expenditure and manages costs
• Control the budget for area including the authorisation of expenditures and implementation of financial regulations
• Design and deliver customer service solutions, systems and interactions aligned to organisational values and service standards
• Establish, manage and maintain sound relationships with stakeholders based on trust that builds the brand
• Drive continuous improvement in customer service delivery that prevent problems from arising in the future in a proactive manner
• Implement service delivery and efficiency models
• Enhance the service experience by ensuring the alignment of multiple service delivery processes and channels, and putting the customer first
• Introduce best practice customer service solutions and efficiency models
• Monitor and evaluate all customer touch points to ensure the effectiveness of customer experience
• Ensure timeous communication on progress and challenges in achieving strategic delivery plans to impacted stakeholders
• Establish an enabling climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity
• Influence the development and enablement of a culture and climate where the organisational values are demonstrated and lived
• Influence the understanding and adoption of the organisational strategic direction
• Participate and contribute to 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
• Participate in specialist communities of practice and contribute positively to own and organisational knowledge improvement

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Job Description

To perform the operational tasks related to processing of trade transactions ensuring accuracy in the processing and in adherence to the required performance standards, risk, processes and compliance adherence, International Chamber of Commerce (ICC) ruling, and acknowledging the fit for processing, processing steps to create greater efficiencies (about all Trade Products).

• Receive applications, analyse transactions for vetting purposes and prepare transactions.
• Perform compliance and exchange control checks including correct BOP reporting codes, adhering to compliance procedures, rules, laws, and regulations, as well as screening processes.
• Negotiate pricing and wording / requirements, for preparation; liaise with client, relationship teams, Team Leads and Legal if necessary.
• Ensure communication to banks and clients are checked against instructions.
• Capture instructions on the relevant system, complete the workflow requirements, and compliance screening and diarise and capture/update notes throughout the process.
• Ensure that all feedback or events is accurately recorded and monitored on source systems.
• Ensure applicable escalations are done to applicable stakeholders.
• Identify potential risk areas for the bank and clients.
• Approach Credit for client’s limit approval.
• Vet claim / payment / refund against issued applicable transactions and assess for compliance.
• Determine if it is foreign or local claim / payment / refund, and if foreign, ensure Exchange Control rulings are applied.
• Identify possible discrepancies on claim / payment / refund and validate against transaction terms.
• Advise clients/bank regarding any discrepancies where applicable; refer to Credit, Legal and Relationship Manager / Coverage and Risk and Compliance if necessary.
• Diarise on relevant system and monitor response from stakeholders.
• Manage system dashboard.
• Confirm whether cash cover is affected by the claim / payment / refund (Partial claim).
• Update notes and hand over the claim / payment / refund/ financial postings and to finalise on system.
• Monitor client’s portfolio trends, provide leads to the Service team, and identify cross-selling opportunities.
• Process outsourced work, assist with workability of transactions and communication accordingly.
• Provide solutions to clients aligned to their needs and specific requirements.
• 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.
• Contribute to teamwork and inclusivity by working together to achieve team goals.
• Plan and manage own workflow, anticipating obstacles, juggling priorities and following through on objectives within agreed timeframes and according to quality standards.
• Take ownership of personal career development, leveraging formal and informal opportunities.
• System testing to be conducted to ensure efficiencies and streamlined processing (New and amended processes and systems).

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Job Description

Hello future Client Service Specialist   

Ashburton Investments is a new generation investment manager that offers investors access to more sources of return and more ways to manage risk. In the institutional space in South Africa as well as our Global business, we pride ourselves on offering solutions to address clients’ holistic balance sheet needs, and to support business strategies in the reallocation of investment capital in the face of increasing regulatory pressures. We see institutions as but not limited to, pension funds, long and short-term insurers, re-insurers, as well as medical aid schemes.

In this role you will be required to provide the customers with excellent service by ensuring that they are served promptly, understanding their needs and processing their requests and deliver individual results through personal effort and skill. You will also be required to build and maintain strong relationships with our internal and external stakeholders.

Are you someone who can:

• Drive significant growth and profitability in the context of cost management
• Deliver exceptional service that exceeds customers' expectations through  proactive, innovative and appropriate solutions
• Resolve all customer queries efficiently, and within agreed timelines.
• Prepare business communication that is of a professional standard
• Ensure all communications with clients are professional, resulting in compliments. Ensure client investigation deadlines are met and consultant keeps the client continually in the loop.
• Provision of an efficient administration service through careful and timeous planning, reporting and updating of all related information
• Comply with governance in terms of legislative and audit requirements
• Ensure that all issues or feedback arising out of client contact be accurately recorded on the CRM system.
• Improve business decisions by providing accurate and reliable business intelligence (information) together with analyzing trends and data
• Manage own development to increase own competencies

You will be an ideal candidate if you:

• Have completed a relevant Bachelor’s Degree or Diploma
• Have at least 1 – 3 years’ experience withing Financial Services   
• You will have access to:
• Opportunities to network and collaborate
• Challenging Working
• Opportunities to innovate

We can be a match if you have:

• 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 build and maintain a client base in line with its growth objectives

• 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
• Initiate meetings with key stakeholders to track progress manage expectations and ensure stakeholders requirements are delivered
• Preserve relationships despite airing conflicting views and seeks mutual gains when addressing conflicts
• Anticipate consequences and adapts problem solving based on continual feedback
• Act speedily to resolve problems queries and complaints
• Adapt communication styles to meet the needs of different audiences
• Make cold calls and obtain leads and referrals from stakeholders
• Be creative in generating new leads
• Identify opportunities through different sources and stakeholders
• Meet with potential clients and understand their needs
• Provide and propose solutions around the requirements, and assist with the implementation of the deal
• Identify credit requirements from the client
• Submit GM credit requirements to a Credit Analyst for submission to the Credit Committee
• Attend credit forums and provide support to the presenter as required
• Assist with relationship pricing
• Make regular visits to clients to maintain relationship and business
• Create calling plan and entertainment plan
• Review pricing constantly to ensure pricing is competitive
• Understand the clients business and identify opportunities to cross sell and introduce new products or additional solutions
• Review pricing to maximise revenue
• Keep abreast of changes to clients business
• Interrogate reasons for loss of client
• Gather all required documentation from client and submit to KYC team
• Originate the need for KYC, and inform the client of completion of KYC process
• Continue with the additional take on process
• Oversee this process and handle concerns or obstructions and resolve issues
• Oversee loading of client on the system
• 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