To create and increase revenue and economic profit from selected existing and new clients in the Domestic Financial Institutions industry – including insurance groups, asset managers, local banks, brokerages, pension funds, asset allocators and medical schemes. The incumbent must effectively manage internal stakeholders and facilitate collaboration across the relevant product areas of Nedbank's wholesale clusters, in order to achieve our sector strategic objectives and create shareholder value. Further this individual should be the single point of contact for clients by navigating, co-ordinating the solutions available within Nedbank to offer a true banking partnership to clients and stakeholders. This role is based in Johannesburg.
Job Responsibilities
- Deliver or exceed targets by pro-actively monitoring and analysing sector news/knowledge and developments that are pertinent to selected clients, looking for opportunities, gaps and ideas that are going to source business leads, ideas and solutions resulting in deal flow.
- Trap and build business pipelines across the full spectrum of CIB products through the Client Value Management (CVM) process presented to client forum.
- Manage operating costs by leveraging knowledge of client's business and senior level client relationships and sector expertise to originate multi-product transactions and generate a solid deal pipeline.
- Build long term professional and collaborative relationships externally and internally through engagement, understanding and delivering solutions consistently to meet client needs.
- Proactively recommend tailor-made solutions to meet the client's needs by gaining an intimate understanding of the client's business and business environment, and by consulting with relevant stakeholders.
- Deliver 3-year plan for the portfolio by continuously engaging clients' executives to understand their short to medium term strategies.
- Manage the Nedbank brand with external stakeholders by engaging internal stakeholders on their plans and expectations in order to ensure that both plans are congruent.
- Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
Essential Qualifications
Post-Grad Degree in Accounting/Finance/Business Management/CA (SA)/CFA
- Minimum 3 years’ experience in corporate and investment banking related to a Corporate client portfolio within a banking/financial services environment.
- Exposure to the multiple product lines as well as relevant sector specific clients would be advantageous.
- A deep understanding of the asset management and pension funds space is essential, with experience in investor services being advantageous.
- Exposure to gathering and providing insight into the Financial Institutions sector, including the needs, nuances, policies, market drivers and role-players in this sector.
Technical/Professional Knowledge
- Banking Knowledge & Procedures
- Business Acumen
- Principles of Project Management
- Relevant Software & Systems Knowledge
- Sector Knowledge & Specialisation (Financial Institutions including asset managers and pension funds)
- Energy
- Customer Focus
- Becoming a Business Advisor
- Building Trusting Relationships
- Initiating Action
Employment Equity Statement
Preference will be given to individuals from underrepresented groups.
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