Strategic Planning Lead

3 months ago


Johannesburg, South Africa FirstRand Full time

Job Description

Hello Future Strategic Planning Lead,

RMB is a place where exceptional people create their own opportunities by challenging the conventional and driving sustainable impact.
United by our proud heritage, strong ethics and philosophy of Traditional values. Innovative ideas, it’s the magic of our people and culture that sets us apart.
Now, is the time to imagine your next move with South Africa’s number one employer in Financial Services for 2023, where you can embrace the power of collective thinking to unlock unique opportunities for our clients and society.

Strategic Planning Lead for Corporate Client Group, supporting Head of Asia and Chief Representative: US, plays a strategic and operational role in serving as key support to the senior leadership of Corporate Client Group.
Corporate Client Group is RMB’s client and relationship management team focusing on Corporates. Strategic Planning Lead will work closely with the Head of Corporate Client Group, Chief Representative of US business and Head of Asia.
They will be responsible for overseeing day-to-day operations, coordinating cross functional teams and ensuring that client related activities align with Corporate Client Group and RMB’s objectives.

Are you someone who can:
1. Strategic Planning and Execution Support
- Assist the Head in developing and executing strategic initiatives, particularly around new clients, retention of current client base and cross-selling capital-light business services.
- Collaborate with senior leadership to ensure alignment with bank-wide goals, particularly in areas of treasury, and risk management solutions, corporate finance and lending.
- Provide analysis and recommendations on clients’ portfolios to identify cross-sell opportunities across business lines (e.g., trade finance, cash management, FX, and advisory services).

2. Operational Efficiency and Leadership Support
- Act as the right-hand to the Head, managing day-to-day operational tasks, streamlining processes, and ensuring smooth coordination across teams.
- Lead or participate in internal meetings, preparing reports and follow-up actions, and ensuring timely communication of critical decisions.
- Drive operational efficiency across the client facing and enablement team, ensuring teams have the right resources, data, and tools to meet revenue and client group goals.

3. Cross-Functional Coordination
- Liaise with different internal departments (Treasury, Risk, M&A, FX, Trade, etc.) to ensure seamless collaboration on cross-selling efforts.
- Facilitate communication between global product teams and client group bankers to enhance exceptional client service delivery.
- Manage complex cross-regional and cross-product initiatives, ensuring clear objectives, accountability, and timely delivery.

4. Performance Monitoring and Reporting
- Track key performance indicators (KPIs) related to client group goals, cross-sell initiatives, and revenue generation.
- Prepare regular performance reports and dashboards for senior management, highlighting business performance, progress on key initiatives, and areas for improvement.
- Oversee the preparation of client segmentation, business development forecasts, and pipeline reports for clients.
- Prepare, review and organize presentations, client materials, and internal reports including market and client analysis.
- Prepare briefing notes, market intelligence and strategic information for the Head ahead of client meetings.
- Monitor and track the performance of the client team’s activities and cross-sell initiatives, providing regular update on progress toward strategic objectives.
- Assist in the analysis of financial data, client portfolios and market trends to provide insights and recommendations to the Head.

5. Client and Relationship Management Support
- Support the Head in managing relationships with key clients, preparing meeting agendas, briefing notes, and follow-ups.
- Develop insights and analysis on clients’ needs, market conditions, and competitive positioning to inform strategy.
- Ensure the team is leveraging internal and external resources to meet client demands and maximize cross-sell opportunities.
- Support cross-sell initiatives by assisting in tracking key opportunities across business lines and transaction services.
- Assist in planning and executing client events, such as roadshows, conferences and one-on-one meetings to ensure smooth execution and alignment with Corporate Client Group and bank’s strategy.
- Work closely with the Client Group enablement team to provide steer on client group strategy and key deliverables.

6. Leadership and Team Development
- Oversee special projects related to team development, such as mentorship programs, talent development initiatives, and training efforts for Corporate Client Group bankers.
- Promote a culture of collaboration, innovation, and high performance within the client team.
- Act as a bridge between senior leadership, junior



  • Johannesburg, Gauteng, South Africa TransUnion Full time

    Job Overview:We are seeking a highly skilled Strategic Financial Planning Lead to join our team at TransUnion. As a key member of our Finance function, you will play a critical role in driving business growth and profitability through effective financial planning and analysis.About the Role:The successful candidate will be responsible for leading the...


  • Johannesburg, Gauteng, South Africa Decision Inc Full time

    Decision Inc. is a global digital partner that empowers businesses to thrive through innovation and opportunity. We're seeking a Strategic Financial Planning Lead to design and implement financial planning and analysis solutions that drive business growth and success.In this role, you'll work closely with clients to define functional and technical...


  • Johannesburg, South Africa Affirmative Portfolios Full time

    **Finance ~ Senior Management** **JHB North** ***: **DIVISIONAL EXECUTIVE: STRATEGIC PLANNING AND SIGNIFICANT INVESTMENTS** **JOHANEESBURG NORTH** **SALARY - MARKET RELATED** **JOB OUTLINE** **The position reports to** - CHIEF EXECUTIVE OFFICER **Overview**: The purpose of this role is to ensure that the organisation delivers against its mandate, by...


  • Johannesburg, South Africa Secondments Recruitment Full time

    **Job Advert Summary**: The purpose of this role is to ensure that the company delivers against its mandate, by demonstrating effective impact into the economy by using sustainable and viable investment principles set against annual broad based key performance targets and budget. This must be achieved by implementing effective and sound investment processes,...


  • Johannesburg, South Africa Affirmative Portfolios Full time

    **Finance** **JHB North** ***: **STRATEGIC FINANCIAL PLANNING** **3 MONTHS FIXED TERM CONTRACT,** **RENEWABLE UNTIL POSITION IS FILLED** **JOHANNESBURG NORTH** **SALARY - MARKET RELATED** **Please note that the below which are non-negotiable: -** **Qualifications: -** - **Qualified CA**: - **Post Graduate Qualification will be an added...


  • Johannesburg, Gauteng, South Africa ResQ Management Consulting Full time

    At ResQ Management Consulting, we are seeking a highly skilled Strategic Planning Director to lead our initiatives and drive business growth.The estimated salary for this role is $110,000 per year, based on industry standards and the location of our company.Company Overview:We are a management consulting firm that helps businesses achieve their goals and...


  • Johannesburg, Gauteng, South Africa Babantle Experts Full time

    Babanthe Experts is seeking a highly skilled Strategic Planning Director to lead our Business Intelligence and Planning Division.Job SummaryThe successful candidate will be responsible for providing leadership and operational management to the division, translating strategic priorities into sector-specific strategies and plans. This includes developing and...


  • Johannesburg, Gauteng, South Africa Boikago Group Full time

    Job OverviewWe are seeking a highly skilled Strategic Production Planning Lead to join our team at Boikago Group. As a key member of our operations team, you will be responsible for ensuring the efficient and effective forecasting, planning, and allocation of production volumes to meet market demand and business goals.About UsOur client is an international...


  • Johannesburg, South Africa FirstRand Full time

    Job Description To take responsibility for creating and contextualizing operational strategies for that aligns strategic goals and objectives with decisions regarding products and services; partners and suppliers; organization; capabilities; and digitization. The role acts as a business architect bridging the gap between business and technology, will lead a...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Job OverviewWe are seeking a highly skilled Strategic Financial Lead to join our team at Network Recruitment.This is an exciting opportunity for an experienced finance professional to take on a leadership role and drive business growth through strategic financial planning and management.About the RoleThe Strategic Financial Lead will be responsible for...


  • Johannesburg, Gauteng, South Africa Salix Recruitment Full time

    Are you ready to elevate your career?We are partnering with a leading manufacturer of high-quality adhesive products serving various industries, committed to innovation and excellence, striving to deliver exceptional products and services to their customers.About the RoleWe are seeking a talented Cost and Management Accountant to join our client's dynamic...


  • Johannesburg, Gauteng, South Africa TransUnion Full time

    Job SummaryWe are seeking an experienced Strategic Financial Planning Expert to join our team at TransUnion. The ideal candidate will have 3-4 years of experience in a multinational commercial organization, with a Bachelor's degree in Finance and a proven track record of change implementation and process improvement.Key Responsibilities:Organize and direct...

  • Marketing Planning

    4 weeks ago


    Johannesburg, South Africa Heineken Full time

    We Go Places! How about you? Immediate Superior: Sharon Peskin Job Grade: 15 Location: Johannesburg Function: Commerce Sub Function: Commerce - Marketing - Brand Management Type of Contract: Permanent Reference Number: 127237 Closing Date: 27/12/2024 Purpose of the job The Marketing Planning & Operations Lead is responsible for driving the development,...


  • Johannesburg, South Africa Sci-Bono Discovery Centre Full time

    **VACANCY** **SENIOR MANAGER: STRATEGIC PLANNING AND OPERATIONS** **(5 YEARS FIXED-TERM CONTRACT)** **JOB PURPOSE** The Senior Manager for Strategic Planning and Operations Management will provide strategic coordination and support to the management team by identifying opportunities that align with the organisation's key focus areas. This individual will...


  • Johannesburg, Gauteng, South Africa Malander Full time

    We are seeking a seasoned professional to lead our asset management function, driving strategic growth and optimisation. Malander is a leading provider of [industry] services, and we require an expert with extensive experience in financial management and capex reporting.Key Responsibilities:Strategic Asset ManagementDevelop and implement asset management...


  • Johannesburg, South Africa Johnson & Johnson Full time

    **General **summary** Lead functions of: Strategic Pricing & Tenders, Commercial Analytics, Strategic Account Management, Value Added Services, and the Service & Repair Teams. Shapes the solutions and products of tomorrow and drives the right pricing strategies. Excellence in both strategy and execution is an important responsibility in this role. **Duties...


  • Johannesburg, South Africa Communicate Recruitment Full time

    Are you a proactive, analytical thinker with a knack for driving financial strategies? Do you thrive in a fast-paced environment and enjoy collaborating with cross-functional teams? If so, we have an exciting opportunity for you to lead the financial planning and analysis function for a prominent industry leader! **Minimum Requirements**: - CA(SA) /...


  • Johannesburg, South Africa Nambiti Technologies Full time

    We are recruiting for a Strategic Projects Lead position. **Duties and Requirements**: - Minimum NQF Level 8 i.e. Master of Business Administration (MBA) or MBA in Project Management or equivalent - Minimum of 10+ year’s relevant experience - At least 6 years’ experience operating at a senior management/ executive level in the management of large and...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    This high-impact position offers the chance to contribute to strategic financial planning, mergers, acquisitions and capital-raising transactions. Key responsibilities include:Analytical ExpertiseAdvanced financial modeling skills to support valuations and strategic initiatives.Quantitative analysis expertise to drive business success.Stakeholder...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Network Recruitment is seeking a Strategic Financial Lead in Johannesburg East. Job Profile:The ideal candidate will have strong accounting and analytical skills to join our finance team.