Manager, Client Execution

  • Full-time
  • Business Segment: Corporate & Investment Banking

Company Description

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

Job Description

Job Purpose

To manage and execute the Flow Sales deal execution process for diverse types of financial instruments to meet deal requirements for clients whilst adhering to compliance standards and regulatory requirements.

 

Job Description

Advisory- Provide clients with relevant advice and appropriate risk-management solutions based on product developments, industry trends and market regulations, and inform clients of currency / commodity movements to support their day-to-day decision making, and where required involve relevant specialists.

Client Management - Develop a long-term and trusting partnership with the portfolio of 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 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 - Recommend improvements / changes to systems and processes based on market and industry trends, economic analysis and client feedback to continuously improve overall functional efficiency and client experience.

Deal Execution - Timeously execute deals and place orders (Buy / Sell) on the system for clients. Prepare and complete all necessary documentation and paperwork for acquiring the required approvals to execute the transaction, while performing suitability and risk analysis.

Digital Tools - Promote the use of self-service tools to reduce the number of client enquiries and address client training issues to achieve predefined Enterprise Value (E/V) ratios for clients.

Financial Reports - Log and file all communications to / from clients and departments for tracking purposes. Provide daily profit / loss and position reports to management to support effective maintenance of financial controls within the team. Provide support with periodical reports (quantitative and qualitative) as well as daily / weekly / monthly reports that are produced timeously and according to defined formats and procedures.

Market Research - Collect and research data and help with the analysis of current and expected market developments and trends. Support with client performance analytics and reporting to facilitate the advisory process. Conduct regular portfolio reviews to identify and manage client retention, lost clients and year-on-year revenue, turnover variances and win-loss ratios.

Post-Trade Operations - Work closely with 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 minimising market risk and firm exposure.

Pricing - Receive price requests and set varied price based on baseline pricing keeping in line with the market vision and trading strategy.

Product Knowledge - Stay abreast of product developments and industry relevant market regulations and give input on any changes in the product portfolio or in legislation that may affect  operations.

Product Risk - Understand and adhere to applicable policies, systems, processes, procedures and product risk limits and internal and external rules so that all relevant risk and business control requirements are fulfilled. Promptly escalate complex issues and report any suspicious transactions that contravene the  risk limits.

Regulatory Compliance - Complete all due diligence by conducting proper verifications and compliance checks of all trade orders to ensure error-free transactions and conformity to required regulatory body standards and regulations.

Sales - Work closely with the Sales team to ensure comprehensive client coverage and participation in client initiatives and technical sales meetings for clients enabling effectives sales across a single asset class.

Qualifications

Minimum Qualifications
First Degree Business Commerce

Experience Required

Global Markets Client Execution
Total 4 years experience

Basic understanding of trading deal execution, financial markets analysis Understanding and experience in the asset management sector / financial services.

Additional Information

Behavioral Competencies:

  • Articulating Information
  • Checking Details
  • Developing Expertise
  • Establishing Rapport
  • Examining Information
  • Following Procedures
  • Interacting with People
  • Interpreting Data
  • Producing Output
  • Team Working
  • Understanding People
  • Upholding Standards

Technical Competencies:

  • Business Acumen (Audit)
  • Client Retention
  • Customer Understanding ( Consumer Banking)
  • International Market Knowledge
  • Local Market Knowledge
  • Market Analysis
  • Product Knowledge (Trading, Transacting)
  • Trade Execution
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