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Client Relationship Manager (FI)

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An exciting opportunity has arisen for a Client Relationship Manager (CIB-FI) in Johannesburg. This role is perfect for someone who thrives on building and maintaining relationships with clients, particularly within the Financial Institution sector. The successful candidate will be responsible for expanding the client base through tailored marketing strategies, dealing with client requests, and ensuring compliance with relevant banking legislation.

What you'll do:

As a Client Relationship Manager (CIB-FI), your role will be pivotal in developing and nurturing relationships with clients within the Financial Institution sector. You will be responsible for acquiring and onboarding new FI customers, both Banking and Non-Banking Financial Institutions. Your expertise in tailoring marketing strategies will be key in expanding your allocated client base. As the primary point of contact, you will handle all client requests efficiently. Your knowledge of banking legislation such as AML, FICA, Company's Act, Banks Act will ensure compliance in a high-risk environment. Your ability to analyse and evaluate company financial statements will contribute significantly to assessing risk.

  • Develop and maintain relationships with clients within the Financial Institution sector
  • Acquire and onboard new FI customers including Bank and Non-Banking Financial Institutions
  • Expand allocated client base through tailored marketing strategies
  • Deal with all client requests as the primary point of contact
  • Ensure compliance with AML, FICA, Company's Act, Banks Act, and other high-risk legislations affecting the banking environment
  • Analyse and evaluate company financial statements independently and as part of a team

What you bring:

As a Client Relationship Manager (CIB-FI), you bring a wealth of skills to our team. Your degree in Accounting, Finance or other related fields from one of the top 5 SA Universities sets a solid foundation for your role. Your status as a Registered FAIS Representative further enhances your credibility. With at least 3 years of Corporate Banking experience under your belt, particularly in the local market, you are well-versed in industry practices. Being bilingual in English and Mandarin would give you an edge. Your excellent communication skills enable you to interact effectively with clients while your interpersonal skills foster strong relationships. As a team player who is motivated and accurate in completing tasks, you are a valuable asset to our team.

  • Degree in Accounting, Finance or other related fields from Top 5 SA Universities
  • Registered FAIS Representative
  • Minimum 3 years Corporate Banking experience, particularly in the local market
  • Bilingual in English and Mandarin would be preferred
  • Good communication skills
  • Interpersonal skills
  • Team player
  • Motivated and accurate in completion of work

What sets this company apart:

This is an opportunity to join a company that values its employees and encourages their professional growth. The company offers a supportive work environment where teamwork and collaboration are highly valued. They believe in providing their employees with the tools they need to succeed, including ongoing training opportunities. This is a chance to be part of a company that is committed to excellence and innovation in the banking sector.

What's next:

Ready for the next step in your career? Apply now!

Apply today by clicking on the link. We look forward to receiving your application!

Contract Type: FULL_TIME

Specialism: Banking & Financial Services

Focus: Corporate / Consumer Banking

Industry: Banking

Salary: Negotiable

Workplace Type: On-site

Experience Level: Associate

Location: Sandton

Job Reference: OP8NM4-A2823C6E

Date posted: 10 February 2025

Consultant: Jason Mackenzie

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