Customer Dealer (Corporate and Fx)

Job Description

The purpose of the role is as follows:

To facilitate and execute bespoke Forex and Money Market transactions for corporate and commercial clients, as well as providing market information to clients and managing client relationships.

Are you someone who can do the following:

• Collaborate closely with relevant business units and product houses as per strategy to identify revenue opportunities
• Drive opportunities for revenue growth and cost reduction such as adoption of digital and other self service options across client base
• Build relationships that allow for the managing of expectations; the sharing of knowledge and diverse insights; and the creation of buy-in
• Engage in cross-functional relationships to obtain and to provide work support
• Deliver customer experience excellence aligned to Organisational values and service standards
• Build professional long-term relationships with customers based on trust that builds the brand
• Collect and interrogate information and feedback to ensure full understanding of customer needs to deliver a quality service
• Deliver service that exceeds customer expectations through proactive, innovative and appropriate solution selection and application
• Provide customers with relevant information to keep them informed of products and service options
• Ensure full understanding of customer needs to deliver a quality service
• Ensure customer service solutions are aligned to the business operational plan; Organisational values and service standards
• Communicate how customer service solution will be implemented and secures buy-in
• Ensure product knowledge and advice is technically accurate and provide customers with relevant information to keep them informed of products and service options
• Ensure resolution of customer queries and complaints timeously and ownership of issues
• Analyse customer feedback to help improve customer service
• Propose ideas to improve customer service
• Engage with customers to understand their unique requirements, drive value optimisation and advise best options for product integration and wealth management
• Manage the growth of active customer account base
• Implement, monitor and control business processes according to quality standards; policy; and compliance and governance requirements in area of accountability
• Ensure the development, alignment, mapping and implementation of end-to-end processes aligned to the customer journey map
• Research, enable and consult on improvements and opportunities to harness technology and platform enablement
• Review existing processes and suggest innovative ideas to improve and streamline processes to drive efficiencies and minimise redundancy
• Monitor customer feedback reports and align processes to maximise efficiencies
• Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing trends and data
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets
• Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities
• Provide input into the development of the business area tactical strategy in achievement of the overall business strategy
• Develop and implement an area operational plan in achievement of Business objectives Promote teamwork and inclusivity amongst team members and demonstrates behaviours that respect diversity
• Partner and collaborate with team members to achieve team success
• Share information and knowledge that benefits the team
• Understand competencies and skills required for own and employee's development and performance
• Participate and contribute to a development culture where information regarding successes, issues, trends and ideas are actively shared
• Build and sustain collaborative working relationships with relevant peers and stakeholders to achieve productivity synergies
• Participate in specialist communities of practice and contribute positively to own and organisational knowledge improvement

Furthermore, you will be required to:

Financial

• Maximise revenue from client portfolio in a sustainable manner, adhering to all regulatory and RMB pricing principles
• Know and grow RMBs market share with each client in portfolio
• Identify opportunities for up sell from vanilla to structuring as well as cross sell to commodity and interest rate hedging
• Manage costs

Proactiveness

• Ensure RMB Research and other relevant information is shared with clients appropriately and timeously
• Use all internal and external market information relevant to each client to engage in proactive communication to build your role as trusted advisor
• Make full use of internal MIS to always ensure an in-depth understanding of portfolio performance.
• Report portfolio performance to Sector owners
• Compile a monthly portfolio performance review for inclusion in exco report

Client engagement

• Ensure appropriate face-to-face client engagements, especially where opportunity or threats exist (2x week guideline)
•  Continuous telephonic or Teams engagement. We aim to make more calls than we receive
• Ensure research and market information is shared electronically, with an overlay of trade ideas / personal touch

Most NB requirement needed: must have ACI Dealing

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Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

20/03/26