Lead Banker

4 weeks ago

Randburg, Gauteng, South Africa Firstrand Namibia Limited Full time

Job Title: Client Portfolio Manager

Time left to apply: End Date: March 31, (7 days left to apply)

Job Requisition ID: R

Job Description

To drive the growth in flow and event business activity for a specific client and/or for a portfolio of clients within a sector. To translate the sector strategy into a tactical client portfolio strategy and drive execution thereof.

To drive the effective delivery of solutions by collaborating with the relevant internal and external stakeholders, to define and distill the sector strategies into executional tasks, create shared success metrics, and then lead the client engagement and services teams in the execution of the service and support delivery tactics for retention and growth of the customer.

To own a sector's portfolio client relationships, anticipate client challenges, coordinate solutions for those challenges, and manage and develop the relationships necessary to increase the value of the client's portfolio and/or product basket working with respective bankers, banker support teams, and banking suite teams.

Lead transactors and specialists within the cross-functional team, providing leadership, oversight, and driving performance of the specific client set.

Develop and deliver on the client plan that aligns to the Sector Strategy by identifying and utilizing opportunities for revenue growth to deliver on sales targets.

Develop, in collaboration with key stakeholders, the plans to drive revenue growth and generate client leads within the allocated client set.

Manage the origination process, anticipating client needs and ideation of innovative solutions to clients' emerging needs.

Analyze information and reports to identify trends, discrepancies, and inconsistencies for decision-making purposes by thoroughly understanding the sector and providing thought leadership on developments within the client set allocated.

Identify opportunities and spot future trends in sector developments that can improve the bank's competitiveness.

Collaborate closely with relevant business units and product houses as per strategy to identify revenue opportunities.

Define and drive the tactical sales strategy for area of responsibility and lead the Client Action Planning process for clients they are directly responsible for within the assigned sector portfolio, across all their banking needs (across all business units).

Establish and maintain relationships with product/solution partners to strengthen collaborative working relations to improve the effective and efficient execution of the Client Action Plan as part of a cross-functional team.

Apply a customer-centric approach that focuses on creating a positive experience for the customer by maximizing service and/or product offerings and building relationships, ensuring that the customer is at the center of the business philosophy, operations, and ideas.

Seek innovative, digitally oriented, assisted and unassisted solutions to clients' needs, and craft strategies for implementing client-specific solutions.

Manage team or teams in areas of responsibility in delivery against performance targets and achievement of wider human capital objectives.

Develop, encourage, and nurture collaborative relationships across business areas and across the group.

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below: 31 / 03 / 25. All appointments will be made in line with FirstRand Group's Employment Equity plan.

The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

Introduce Yourself

Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match. Should you have any queries, please log it via MyQ.

About Us

A leading corporate and investment bank in South Africa and the broader Africa continent, RMB offers large corporate and institutional clients innovative, value-added advisory, funding, trading, corporate banking, and principal investing solutions.

RMB's talent is expected to be high performing whilst fixing for real-world challenges such as funding the green economy through sustainable finance transactions; unlocking transformation with innovative BEE deals; providing financial and strategic support to management teams in the unlisted sector; financing infrastructure that will uplift economies and improve the lives of millions of people – all of this is about thinking big. If you are invested in making a difference on a serious scale, RMB is where you should build your career and explore new ways to contribute to a better world.

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