Client Executive (Corporate and Sponsor Sales)
Financial Services, Banking
Minimum Requirements
- Post-graduate degree in a commerce field or related discipline
- A CFA or master’s qualification is advantageous.
- 7–10 years’ experience in derivatives structuring and/or sales
- Strong derivatives product knowledge (multi‑asset preferred)
- Proven client engagement and origination credibility
- Self‑starter capable of running a portfolio
- Africa experience mandatory with a deep understanding of client landscape
- Evidence of material deal sizes, complexity, and senior stakeholder exposure.
- Ability to operate confidently with senior executives internally and at clients
Responsibilities
- Client origination, retention, and penetration across the bank’ solutions to drive financial performance
- Bring “one RMB” to the client by presenting Global Markets (GM) and its offering to the client
- Origination across multiple products. They articulate and drive the client strategy and budgets and are accountable for the management, growth, and profitability of the clients allocated to them
- Serve as the primary point of contact for the allocated client’s key decision makers (e.g., Group Treasurer /CFO) and actively driving client relationship, planning, engagement, and strategy
- Build and manage working relationships with various internal stakeholders (asset class specialists, cross-functional teams and GM Credit) to be recognised as a trusted advisor, living the RMB principles and values
- Establish mutually beneficial relationships with stakeholders that support thought leadership, innovative and integrated practice solutions
- Communicate client closed-loop feedback effectively to maintain and enhance the GM sales teams’ brand of client excellence
- Develops and delivers on the GM client account plans (CAP) for strategic clients and contribute those plans into the CCG and SCG client account plans (CAP)
- Communicate the credit line requirements to the respective lead banker or sector head in advance
- Drive the use of the Client Relationship Management (CRM) client system for the GM activity via capturing all opportunities, call reports, etc
- Contribute and participate in a cross-functional team with the primary responsibility to deliver GM solutions
- Manage the origination process, anticipating client needs and ideation of innovative solutions
- Analyse information and reports to identify trends, discrepancies and inconsistencies for decision making purposes. Thoroughly understand relevant sectors and provide thought leadership on developments within the allocated client set
- Apply a client-centric approach that focuses on creating a positive experience for the customer by maximizing service and/or product offerings and building relationships and ensure that the customer is at the centre of the business philosophy, operations and ideas
- Develop, encourage and nurture collaborative relationships across business areas and across RMB
