Institutional WF Relationship Manager

Description

• To manage the portfolio of the Financial and Institutional Relationships of the bank, to service existing clients with an emphasis of the acquisition of new clients to grow the liabilities book of the bank

Duties

• Generate funding from Commercial Banking, Institutional Relationships within defined markets through defined products or solutions
• Contribute to the banks budget by exceeding laid down Net Interest Income (NII), Non-Interest Revenue (NIR) and funding volume targets
• Ensure implementation of ALCO strategies by generating funding at the desired rate and duration
• Pro-actively pursue and build a business pipeline identifying new Institutional clients and business opportunities
• Develop appropriate solutions to identify financial/investment needs
• Develop and maintain broad knowledge of Institutional & Financial clients’ business and industry
• Pro-actively leverage existing networks, internal and external to obtain leads for new customers
• Ensures the appropriate management of defined risk/s in the function / BU
• Risk categories are managed at targeted levels driven by internal & external guidelines / policies / procedures / business rules, regulatory needs, defined parameters & compliance / governance requirements
• Ensure management and maintenance of sound relationships with all internal and external stakeholders
• Deliver a world class service by ensuring a client centric culture

Requisites

• Essential Qualifications - NQF Level:
• Matric / Grade 12 / National Senior Certificate
• Minimum Experience Level:
• A senior investment / funding banking professional with proven deal making abilities
• Five (5) years general Banking experience with at least two (2) years in a relationship management position or two (2) years in Treasury, with specific experience in funding and liquidity
• Proven ability to network and interact with clients at all levels.
• Financial markets knowledge
• Preferred Qualification:
• Bachelors Degree
• Preferred Certifications:
• ACI Dealing certificate; FAIS compliant - Regulatory examinations
• Bachelor Degree in Business, Accounting or Economics or similar qualification
• Technical / Professional Knowledge:
• Client service principles
• Communication Strategies
• Diversity management
• Financial markets
• Strategic planning
• Business writing skills
• Governance, risk and controls
• Microsoft Suit
• Reuters and Bloomberg
• Implementation of Balance Sheet Management
• Behavioural Competencies:
• Aligning Performance for Success
• Building Partnerships
• Driving for results
• Guiding Sales Opportunities
• Planning and Organizing
• Delegation and Empowerment
• Abilities Requirements:
• Developing Strategic Relationships
• Negotiation and Sales Skills
• Persuasiveness
• Business Acumen
• Create Alignment & Accountability
• Enforce Internal Controls

Notes

• Only shortlisted applicants will be contacted