Manager Client Portfolio
Manager Client Portfolio
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Salary Not Disclosed
1 Vacancy
Job Description
As a multi asset treasury and currency risk management specialist proactively manage and provide specialist sector relevant treasury advice to a portfolio of clients ensuring that client needs are understood and fulfilled to maximise flow sales return within defined risk parameters while optimising cross selling opportunities and overall client experience.
Essential Functions
Manage a portfolio of high and medium touch clients offering clients multi asset class risk management solutions (FI FX and MM) that address their interests and needs. Formulate individual client plans engage in client brainstorming provide input into the client budgeting process and Client Service Teams (CSTs) for the assigned portfolio of clients in order to achieve annual sales targets. Reduce portfolio concentration risk by diversifying revenue clients and products where applicable.
Manage the sales process from selling to (proposals and pitching contract negotiation deal amendments pricing documentation) working closely with the Treasury manager to dynamically manage margins provide structured pricing and ensure fair spreads and maximum value to clients. Ensure zero slippage of foreign exchange revenue and maintain a minimum wallet share (predefined .
Maintain regular contact with portfolio clients to assess and understand their requirements broaden existing relationships and solicit business development opportunities that meet their respective business interests. Engage in proactive client calling (face toface meetings and telephonic).
Provide clients with specialist treasury advisory services. Propose appropriate risk management solutions to clients whilst leveraging our African expertise. Stay abreast of product developments as well as local and foreign market regulations and intricacies. Ensure clients are provided with industry relevant market developments and currency / commodity movements to support their daytoday decision making.
Act as the primary point of contact for client related issues within the portfolio (e.g. trade failure no confirmation system challenges change in settlement instructions and payment failures). Promptly refer matters to client services for resolution where required or liaise with / collaborate with managers from other business areas to seek resolution of escalated problems and to ensure efficient client relationship management.
Understand and drive origination through market segment analytics. Have an in depth understanding of clients year end budget rate hedging policy dividend schedules working capital cycle annual financial statement points FCY debt competitor offering risk to multi dealer platforms or outsourcing.
Conduct regular portfolio reviews to identify and manage client retention lost clients and yearonyear revenue and turnover variances. Conduct regular gap analysis to ensure clients are serviced in every one of their presence countries where SB overlaps to capture GM opportunities.
Proactively sell digital migration to clients by driving the digital value proposition and leveraging digital transition across the client portfolio. Optimise system utilisation to grow share of wallet. Promote use of selfservice tools to reduce number of client enquiries and address client training issues to achieve predefined E/V ratios for clients on a selfservice platform.
Proactively identify and target new clients opportunities and large ticket deals.
Own and drive risk and control for area of responsibility ensuring all activities are managed within the appropriate risk controls and regulatory parameters of the bank. Adhere to product risk limits and internal and external rules in order to ensure an optimum contribution to the bank in terms of profitability and risk control.
Implement applicable policies systems processes procedures so that all relevant risk and business control requirements are fulfilled. Contribute to the continuous improvement of business control systems processes and practices.
Make business decisions with the broader franchise and client value across the universal bank in mind. Build maintain and expand a network of internal and external stakeholders / partners. Liaise and partner across GM Sales Products Operations and Client Services to identify opportunities to optimise product and service delivery drive service excellence and to realise new / cross selling opportunities to maximise revenues.
Monitor measure benchmark and evaluate GM processes tools and systems. Contribute to the identification of opportunities for continuous improvement of the GM Flow Sales processes productivity and cost reduction to support achievement of business excellence. Initiate and implement changes and improvements to ensure the continuous optimisation and alignment of GM (work) processes tools and systems.
Qualifications :
Type of Qualification: First Degree
Field of Study: Business Commerce
Experience Required
Macro Generic
Global Markets Client Management
56 yrs experience
Relevant experience in treasury sales and / or client relationship management. Good understanding of the buyside industry exposure to global markets products and practical application of the products.
Additional Information :
Behavioural Competencies:
- Articulating Information
- Challenging Ideas
- Convincing People
- Developing Expertise
- Embracing Change
- Empowering Individuals
- Exploring Possibilities
- Inviting Feedback
- Making Decisions
- Pursuing Goals
- Upholding Standards
- Valuing Individuals
Technical Competencies:
- Deal Negotiation
- Financial Acumen
- Financial Industry Regulatory Framework
- Product and Services Knowledge
- Product Knowledge (Trading Transacting)
- Sales Planning and Reporting
- Technology Savvy
- Verbal Communication
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
