Jobs at RMB - Rand Merchant Bank

Job Description

Are you someone who can:

• Represent Ashburton Investments to independent financial advisors.
• Exceptional domestic and international investment knowledge.
• Keep abreast of the regulatory framework as it relates to investments.
• Achieve pre-determined AUM targets and preserve existing assets.
• Participate in public forums, fund conferences, investor road shows and other marketing initiatives.
•  Maintain accurate and up to date client CRM data.
• Create opportunities for thought leadership pieces and manage the distribution of periodic marketing collateral.
• Coordinates, prepare and host client engagement both online and in person.
• Effectively interpret performance data and utilize results to build client rapport, and a competitive value proposition that factors in specific client needs.
• Initiating and supporting the on boarding of direct clients.
• Identify opportunities to streamline processes and procedures, creating efficiencies.
• Assist with various administrative duties where necessary.
• Ensure sales practices and process comply with internal and external.
• compliance requirements and standards.
• Contribute meaningfully towards business strategy. 
• You will be an ideal candidate if you:
• Have completed a relevant undergraduate degree.
• Honours, Masters and/or CFA will be an advantage.   
• Minimum 7 years of distribution and sales experience within a retail framework, working for an asset manager or linked investment service provider.
• An accomplished sales track record, with a proven and established independent financial advisor network.

You will have access to:

• Opportunities to network and collaborate.
• Challenging work
• Opportunities to innovate

Personal Attributes 

• Honesty and integrity are of utmost importance.
• Entrepreneurial go-getter.
• Ethical and professional.
• Strives for excellence and ownership within area of
• responsibility.
• Structured and organized.
• Strong people skills are required to build stakeholder trust and
• confidence.
• Good communication and presentation skills.
• Must conform to the values of FirstRand and the principles by which
• Ashburton Investments operates.

We can be a match if you have:

• Persuasive with exceptional sales ability.
• Good business acumen
• Ability to build and maintain relationships at
• the highest level.
• Problem solver.
• Good analytical skill set with attention to
• detail.
• Results Orientated.
• Executive disposition.
• Leader and influencer.
• Astute and Risk aware.

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Job Description

• To plan, execute, support and optimise marketing strategies, campaigns and activities that enable the RMB brand, business imperatives, client experience and engagement across channels to internal and external audiences
• Build and maintain professional working relationships with all stakeholders while displaying excellent abilities to initiate dialogue, listen, advise, influence and negotiate to achieve win outcomes.
• Initiate meetings with key stakeholders to track progress manage expectations and ensure stakeholders requirements are delivered.
• Preserve relationships despite airing conflicting views and seeks mutual gains when addressing conflicts.
• Anticipate consequences and adapts problem solving based on continual feedback.
• Act speedily to resolve problems queries and complaints.
• Adapt communication styles to meet the needs of different audiences.
• Plan projects and campaigns and monitor delivery against objectives.
• Ensure appropriate scheduling and allocation of channels.
• Manage challenges and roadblocks.
• Identify stories for Channel RMB News and do additional research if necessary.
• Compile information and send through to video production company.
• Analyse and review proposed script and approve final proposal.
• Liaise with relevant internal BUs both presenters and interviewees to schedule filming dates.
• Work with video production company to edit review and approve news show and distribute to the bank for broadcast.
• Source and liaise with vendors on the production of live broadcasts as above.
• Liaise with IT to ensure supporting technology for live broadcasts is in place and working properly.
• Generate material and liaise with agencies to facilitate the production of material in line with client proposal.
• Manage feedback and approval process.
• Ensure RMB corporate identity is displayed in accordance with agreed guidelines.
• Manage reputational risk in terms of the quality and content of all material
• Manage end-to-end production with external suppliers such as printers video production houses and digital design agencies, negotiating favourable terms
• Scrutinise quality of all printed documentation and manage any issues that arise.
• Receive and analyse a brief from a BU.
• Research content and intention both in terms of sourcing relevant material and interviewing key stakeholders.
• Consolidate and analyse information and present concepts and recommendations.
• Identify and source communication opportunities and liaise with internal clients to obtain go-ahead.
• Identify most appropriate and effective communication.
• Manage client approval process.
• Demonstrate pride in the organisations brand services and products by consistently delivering on the brands promise.
• Follow through to ensure that personal quality and productivity standards are consistently and accurately maintained.
• Stay relevant and up to date with legislations and new developments.
• Maintain a positive attitude and respond openly to feedback.
• Handle stress in ways that do not negatively impact others.
• Plan and manage own workflow anticipating obstacles juggling priorities and following through on objectives within agreed time frames and according to quality standards.
• Take ownership of personal career development leveraging formal and informal opportunities.
• Read situations and organisational realities.
• Set aside personal agenda for the greater good.
• Act in an ethical transparent and morally defensible manner including highlighting unethical practices.
• Share debate and communicate learnings.
• Flag and debate issues constructively.
• Promote a friendly cooperative climate.