Team Lead Client On-boarding

2 weeks ago


Johannesburg, Gauteng, South Africa FirstRand Full time
Job Description

To supervise a team across Client On-Boarding processes such as documentation and KYC so that Client documentation and information is completed accurately and timeously

  • Identify potential new clients and investors either directly or indirectly to understand their funding needs
  • Proactively approach clients or investors to them to offer them potential solutions and facilitate their buyin to the right solutions
  • Work with other BUs to ensure the bank is generating ideas for clients across the spectrum of what RMB can do to ensure a synergistic client approach and product innovation
  • Continually scan the market to identify opportunities to create strategic partnerships with key individuals and bodies
  • Liaise with regulatory bodies for deal approval and to ensure compliance with their requirements
  • Participate in various internal forums
  • Identify opportunities to leverage relationships and promote sharing of knowledge ideas and insights
  • 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
Job Details

Application Closing Date

09/03/24

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