Manager, Client Execution, NBFI

Business Segment: Corporate & Investment Banking Location: ZA, GP, Johannesburg, 30 Baker Street To manage and execute the Flow Sales deal execution process for diverse types of financial instruments across multi-asset classes including commodities, for medium and high-touch clients, by managing margins, spreads and volatility of rates (amongst other risk) in order to meet client requirements whilst adhering to CIB compliance standards and regulatory requirements. Essential Functions Advisory- Provide clients with specialist advisory services, clearly articulating desk ideas, currency / commodity movements, regulatory requirements and appropriate risk-management solutions to support their day-to-day decision making. Change Management - Develop a long-term and trusting partnership with the portfolio of medium and high-touch clients to ensure effective representation of client businesses to enhance their portfolio and unlock greater value for clients and their investors. Client Management - Manage and review a portfolio of medium and high-touch clients by maintaining and growing client relationships to develop and demonstrate a deep understanding of each client's organisation, strategy, and needs to determine if each client's portfolio is well-positioned to meet client and GM objectives. Continuous Improvement - Monitor, measure, benchmark and evaluate all functional processes, tools and platforms / systems and provide recommendations on improvements / changes to systems and processes based on the market and industry trends, economic analysis and client feedback to continuously improve overall functional efficiency and client experience. Implement changes and improvements where required. Deal Execution - Receive instructions to execute deals and place orders (Buy / Sell) on the platform / system for the assigned portfolio of medium and high-touch clients. Prepare and complete all necessary documentation and paperwork, acquiring the required approvals to execute the transaction / process the deal in a timely manner and within approved policies and guidelines, while performing suitability and risk analysis. Digital Tools - Proactively sell digital migration to clients by driving the digital value proposition and leveraging digital transition across client portfolios. Optimise platform / system utilisation to grow share of wallet. Promote use of self-service tools to reduce number of client enquiries and address client training issues to achieve predefined Enterprise Value (E/V) ratios for clients on a self-service platform. Financial Reports - Provide daily profit / loss and position reports to management to support effective maintenance of financial control within the team. Ensure periodical reports (quantitative and qualitative) as well as daily / weekly / monthly reports are produced timeously and according to defined formats and procedures. Market Research - Research and analyze current and expected market developments and trends. Conduct regular portfolio reviews to identify and manage client retention, lost clients and year-on-year revenue, turnover variances and win-loss ratios. Conduct regular gap analysis to ensure clients are serviced in every one of their presence countries where CIB overlaps to capture GM opportunities. Post-Trade Operations - Work closely with CIB Middle Office / Operations teams to assure the delivery of a first-class post-trade service (trade bookings, amendments, give-ups, settlements) and maintain daily operational efficiency while minimizing market risk and firm exposure. Pricing - Optimize pricing to better enable sustainable client solutioning and liquidity by working closely with Traders to dynamically manage margins and provide structured pricing ensuring fair spreads to clients. Product Knowledge - Stay abreast of product developments and industry relevant market regulations and inform senior levels of any changes in the product portfolio or in legislation that may affect CIB's operations. Product Risk - Understand, implement and adhere to applicable policies, systems, processes, procedures and product risk limits including internal and external rules so that all relevant risk and business control requirements are fulfilled ensuring optimum contribution to CIB in terms of profitability and risk control. Regulatory Compliance - Own and drive risk and control areas of responsibility, ensuring all activities are managed within the appropriate risk, controls, and regulatory parameters of CIB. Adhere to product risk limits and internal and external rules in order to ensure optimum contribution to CIB in terms of profitability and risk control. Sales - Work closely with Sales and Coverage teams to ensure comprehensive client coverage and participation in client initiatives and technical sales meetings for medium and high-touch clients enabling effective sales of across multiple asset classes and areas of CIB. Qualifications Type of Qualification: First DegreeField of Study: Business Commerce Experience Required Macro Generic Global Markets Client Execution3-4 years Relevant experience in trading deal execution and financial markets analysis. Seasoned experience in the asset management sector / financial services. Good understanding of the buy-side industry, practical application of the products