Our client is a major Global Corporate Bank – due to their global expansion and building of their South African operations, they now have a new role based in their Cape Town office.
The purpose of this role is to ensure the effective marketing of all money market products, to facilitate the day-to-day funding and to focus on future funding strategies in accordance with the applicable policies and procedures of the Corporate Bank.
Key Role activities:
- To market money market products with a view to maintaining existing relationships and develop new business and to increase the client deposit book.
- To assist the marketing department in attracting new business.
- To achieve a targeted increase in customer numbers.
- To guide and assist in the marketing of Treasury products.
- To ensure that customer needs are met for all money market transactions.
- To remain in constant contact with our Johannesburg branch
- To maintain good working relationship with all departments
- Ensure that all Head Office and Executive management authorised trading limits are adhered to and immediately reported to HO Treasury if a breach occurs.
- To assist in ensuring that Interest rate quotations will be market related.
- To maintain a continuous good working relationship with Treasury and Treasury back office by ensuring proper processes are followed and service standards are maintained.
- To be able to communicate with customers, counterparties and departmental stakeholders regarding any changes of current interest rates.
- To ensure that corporate values are lived out in all interaction with customers.
- To ensure clients are compliant according to the FIC Act and internal compliance policies.
- To obtain necessary FICA/RE-ID documents from new and existing clients.
- To ensure FATCA and CRS information from clients are obtained when required.
- To maintain record-keeping of compliance commitments.
Qualifications and Skills:
- B. Com or similar
- Investment related qualifications
- Minimum of 5 – 10 years’ experience in Financial Service Industry specialised in Investment/ Portfolio Management as well as Wealth Management
- South African Citizen / ID
- Computer Literacy (MS Office (Word, Excel, Power Point)
- Strong analytical and interpretation skills, and strong communications skills
- Ability to multitask with ad hoc requests, and deliver within deadlines
- Strong work ethics, and ability to manage internal and external stakeholders
- Ability to analyse and identify risk
- Business Development, economic and market research and Compliance Management
- Understanding of Money Market products and development of new business
- Experience as Client Relationship Manager, management of corporate clients as well as Asset Management
To apply for this role, please send your CV, ID and supporting documentation to operations@asearch.co.za
To apply for this job email your details to operations@asearch.co.za