Manager, Retail Equity Derivatives
4 days ago
Business Segment: Corporate & Investment Banking
To manage delivery against the GM targets for all asset classes (predominantly Equities) and across multiple platforms and segments, to maximize revenue and achieve high client service quality in line with the Global Markets Strategy and within the defined risk parameters and regulatory requirements.
Essential Functions
- Responsible for managing to conclusion regulatory reporting obligations and outputs across Retail Platforms, Independent Financial Advisors and Share Schemes.
- Service the various client value propositions in respect of low, medium and high touch client segments, Inclusive Retail Investments and Share Schemes.
- Own, build and maintain an ongoing relationship with clients. Interface with Sales, Trading, Product, Regulatory and GM digital teams to deliver to evolving client needs. Ensure consistent delivery against Service Level Agreements (SLAs).
- Order and Risk management associated with Retail investments predominantly Equity and Derivative trading.
- Allocate and oversee investigations of the root cause of client incidents and trends and provide guidance on the necessary resolution. Where required, contact and escalate to relevant internal stakeholders to resolve incidents.
- Oversee receipt of sales incidents (i.e. requests, inquiries and complaints) from clients regarding tax matters and other internal stakeholders and escalate complex incidents immediately, to mitigate time delays and associated costs.
- Assist the desk with execution of client orders for online share trading platform, HNW clients and IFA's. Monitoring trading systems risk and margin management.
- Contribute to the achievement of budgets by keeping the business aware of anticipated costs/revenue, identifying and rectifying promptly unsatisfactory performance areas.
- Contribute to the achievement of strategic objectives, to grow the Global Markets business, optimize platform utilization to grow share of wallet, deliver a superior client experience to optimize CIB revenue.
- Collaborate with peers and stakeholders by offering technical guidance, embedding efficiencies, on-the-job training and constructive feedback to build scalable business functions.
- Manage and report on key indicators that add value to the client's experience to generate relevant information and insights to inform product and platform enhancements as well as continuous improvement in CE service delivery.
- Maximize GM product penetration by identifying cross-sell opportunities and notifying the relevant stakeholders to ensure the opportunity is capitalized.
- Monitor behavioral client insights to recommend ongoing product and platform enhancements, to assist sales and product teams in identifying client opportunities through client experience and identify continuous client friction points in maintaining client experience.
- Monitor, manage and report on digital portfolio activity and performance to drive digital conversions and sales process improvement to ensure digital channels are delivering to the intended outcome.
- Drive the self-service conversion tactics to increase conversion of clients to digital channels to increase share of wallet, market share and revenue from digital channels.
- Adhere to CIB's risk policies, procedures, documentation and authorization limits corresponding to relevant platforms, in order to ensure compliance with CIB's risk and regulatory frameworks.
- Keep up to date with relevant developments both internally and externally to identify, assess and contribute innovative improvements across CE service delivery.
- Maintain up to date knowledge of all GM platforms and products, including their capabilities, functionality and their application. Use this knowledge to accurately and effectively guide team members through onboard, train and manage clients' experience.
- Receive and oversee the receipt of instruction to amend and execute transactions on all GM platforms on behalf of low, medium and high touch clients. Ensure the required standard operating procedure (SOP) are followed to acquire approvals and to execute the transaction in a timely manner and within approved policies and guidelines.
Qualifications
Minimum Qualifications
Field of Study: Business Commerce
Type of Qualification: Finance and Accounting
Certifications: FAIS RE5 and JSE Traders / SAIFM RPE's
Experience Required
- Have experience in finance and/or tax background
- Have experience in corporate share schemes
- Have any local or offshore trading experience / market knowledge
- Good understanding of local and international markets
- Have an understanding of equities markets and derivatives trading
- Have an understanding of tax reporting on investments and specific designation codes used
Additional Information
- Challenging Ideas
- Developing Expertise
- Following Procedures
- Generating Ideas
- Interpreting Data
- Inviting Feedback
- Making Decisions
- Producing Output
- Showing Composure
- Team Working
- Upholding Standards
- Client Retention
- Customer Understanding (Business Banking)
-
Equity and Derivatives Specialist
2 days ago
Johannesburg, Gauteng, South Africa Standard Bank of South Africa Limited Full timeAbout the RoleWe are seeking a highly skilled and experienced individual to join our team as an Equity and Derivatives Specialist. The successful candidate will be responsible for managing delivery against the GM targets for all asset classes (predominantly Equities) and across multiple platforms and segments. Key responsibilities include:Main...
-
Manager, Retail Equity Derivatives
2 days ago
Johannesburg, Gauteng, South Africa Standard Bank of South Africa Limited Full timeBusiness Segment: Corporate & Investment BankingTo manage delivery against the GM targets for all asset classes (predominantly Equities) and across multiple platforms and segments, to maximize revenue and achieve high client service quality in line with the Global Markets Strategy and within the defined risk parameters and regulatory requirements.Essential...
-
Senior Derivatives Trader
2 days ago
Johannesburg, Gauteng, South Africa Standard Bank of South Africa Limited Full timeJob DescriptionAs a Senior Derivatives Trader, you will be responsible for managing delivery against the GM targets for all asset classes (predominantly Equities) and across multiple platforms and segments. Your primary objective is to maximize revenue and achieve high client service quality in line with the Global Markets Strategy and within the defined...
-
Derivatives Market Specialist
4 days ago
Johannesburg, Gauteng, South Africa Isilumko Staffing (JHB) Full timeOur company, Isilumko Staffing (JHB), offers a comprehensive range of services to clients, including clearing, settling, and reporting on Exchange Traded Derivative contracts traded on the JSE platform. As a Derivatives Market Specialist, you will be responsible for:Providing exceptional client service and query managementSettlement of Daily JSE Margin...
-
Specialist – Derivatives Clearing
4 weeks ago
Johannesburg, Gauteng, South Africa Isilumko Staffing (JHB) Full timeWe are seeking a Specialist in Derivatives Clearing to manage the clearing, settlement, and reporting of Exchange Traded Derivatives on the JSE. The role involves client service, risk management, and handling various derivative products across commodity, equity, interest rate, and currency markets. You will also manage trade acceptance from interdealer...
-
Specialist: Derivatives Clearing
4 weeks ago
Johannesburg, Gauteng, South Africa Isilumko Staffing (JHB) Full timeJob Description:Our primary service offering to clients is to clear, settle and report on Exchange Traded Derivative contracts traded on the JSE platform. Derivatives Clearing Specialists are responsible for:Client service and query managementRisk managementSettlement of daily JSE margin callsMonitoring of client exposure against available fundsClearing and...
-
Specialist : Derivatives Clearing (Contract)
4 days ago
Johannesburg, Gauteng, South Africa Isilumko Staffing (JHB) Full timeOur primary service offering to clients is to clear, settle and report on Exchange Traded Derivative contracts traded on the JSE platform. Derivatives Clearing Specialists are responsible for:Client service and query managementSettlement of daily JSE margin calls:Monitoring of client exposure against available fundsClearing and understanding of products...
-
Retail Investment Manager
2 days ago
Johannesburg, Gauteng, South Africa Standard Bank of South Africa Limited Full timeKey Skills and QualificationsTo succeed as a Retail Investment Manager, you will need to possess the following skills and qualifications:Main Responsibilities• Manage delivery against the GM targets for all asset classes (predominantly Equities) and across multiple platforms and segments.• Maximize revenue and achieve high client service quality in line...
-
Derivatives Specialist
5 days ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeAbout the Job:We are looking for a talented individual to fill the role of Junior Product Risk Specialist.In this position, you will have the opportunity to contribute to the development and implementation of risk management strategies across various product lines.Key Responsibilities:Assist in the identification and assessment of potential risks associated...
-
Equities Data Expert
7 days ago
Johannesburg, Gauteng, South Africa Psybergate (Pty) Ltd Full timeJob OverviewPsybergate (Pty) Ltd is an IT company that builds bespoke software solutions and provides highly skilled resources to its clients.We are seeking a talented Equities Data Expert to join our client's team in JHB North. In this role, you will work closely with Sales, Trading, and IT teams to manage and analyze data from multiple sources to support...
-
Lead FX Derivatives Trader
2 days ago
Johannesburg, Gauteng, South Africa Standard Bank of South Africa Limited Full timeWe are looking for a talented and experienced professional to join our FX trading solutions team at Standard Bank of South Africa Limited.About the JobThis role requires a highly skilled and experienced individual with a strong background in structured rates derivatives trading and FX solutions to drive revenue generation and business growth.The successful...
-
Multi-Unit Retail Manager
4 days ago
Johannesburg, Gauteng, South Africa Cash Crusaders Retail (Pty) Ltd Full timeOur ExpectationsWe expect our General Manager - Retail Operations to have a strong track record of driving business results, developing talent, and managing operational complexity. If you have a proven ability to lead and motivate teams, analyze data to drive results, and implement strategic initiatives to drive business outcomes, we want to hear from...
-
Data-Driven Retail Leader
2 days ago
Johannesburg, Gauteng, South Africa Alexforbes Full timeJob SummaryThe Head of Retail Analytics is responsible for overseeing the retail analytics function, prioritizing business requests, engaging with stakeholders, and delivering actionable insights that drive business value.Key Responsibilities:Data Strategy and GovernanceDelivers actionable insights derived from advanced data analytics and predictive modeling...
-
Head: Retail Analytics
2 days ago
Johannesburg, Gauteng, South Africa Alexforbes Full timeThe Head of Retail Analytics is responsible for overseeing the retail analytics function, prioritising business requests, engaging with stakeholders, and delivering actionable insights that drive business value. This role ensures the effective utilisation of data analytics to support strategic and operational decision-making within the retail division. By...
-
Equity Swaps Trader
1 week ago
Johannesburg, Gauteng, South Africa Rand Merchant Bank Full timeJob title : Equity Swaps TraderJob Location : Gauteng, JohannesburgDeadline : April 21, 2025Quick Recommended LinksJobs by Location Job by industries Job DescriptionResponsible for the day-to-day management, reporting and operations of the JV Equity Swaps derivatives book. This person will additionally support and backup the RMB Morgan Stanley Treasurer...
-
Diversity Equity and Inclusion Manager
4 days ago
Johannesburg, Gauteng, South Africa Standard Bank of South Africa Limited Full timeJob DescriptionWe are looking for a highly skilled and experienced Diversity, Equity, and Inclusion Manager to join our team at Standard Bank of South Africa Limited. This role will involve providing strategic guidance and support to designated Business Units/Group Functions in implementing the bank's DEI strategy.The ideal candidate will have a strong...
-
Retail Construction Project Lead
7 hours ago
Johannesburg, Gauteng, South Africa Cash Crusaders Retail (Pty) Ltd Full time**Job Overview:**Cash Crusaders Retail (Pty) Ltd seeks a highly skilled and experienced Project Manager - Retail Fitouts to lead the end-to-end management of retail store buildouts.The successful candidate will collaborate with cross-functional teams, including architects, designers, contractors, and vendors, to ensure seamless execution of retail...
-
Specialist, Diversity, Equity
4 days ago
Johannesburg, Gauteng, South Africa Standard Bank of South Africa Limited Full timeSpecialist, Diversity, Equity & Inclusion, People & CultureJob OverviewBusiness Segment: Group FunctionsLocation: ZA, GP, Johannesburg, Baker Street 30To provide efficient and effective Diversity, Equity and Inclusion (DEI) management advisory services to support the achievement of the bank's strategy, manage and implement the Bank's DEI strategy for...
-
Retail Leadership Position
4 days ago
Johannesburg, Gauteng, South Africa Cash Crusaders Retail (Pty) Ltd Full timeLeadership RoleCash Crusaders Retail (Pty) Ltd is seeking a talented Retail Leadership Position holder to lead our store teams in achieving sales objectives. The ideal candidate will be a strategic thinker with excellent leadership and communication skills.ResponsibilitiesDevelop and implement business plans to drive sales and revenue growth.Lead a...
-
Equity Swaps Trader
2 weeks ago
Johannesburg, Gauteng, South Africa Rmbwestport Full timetime left to apply End Date: March 28, 2025 (6 days left to apply)job requisition id R31088Job DescriptionResponsible for the day-to-day management, reporting and operations of the JV Equity Swaps derivatives book. This person will additionally support and backup the RMB Morgan Stanley Treasurer (BRM) function.Are you someone who has an interest / experience...