Transactor

2 weeks ago

Cape Town, Western Cape, South Africa FirstRand Full time
Job Description


To originate, source, structure and manage a portfolio of investment banking clients from implementation through to termination and to ensure that the defined client transactional requirements reflected in the relevant approvals and legal agreements are implemented and adhered to.

To develop client relations through originating, structuring and execution of deals, compiling proposals as well as overseeing the transaction.


To directly participate in deal origination and structuring processes and participate in deal implementation processes in the allocated sector/product to enable improved profitability, market share and competitive positioning.


  • 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.
  • Drive the maximizing of crossselling 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.
Job Details

Application Closing Date

23/04/24

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