Treasury Portfolio Manager CPT

Location: Durban, KwaZulu Natal, South Africa
Date Posted: 13-04-2018
Treasury Portfolio Manager
Primary Job Purpose
To grow investments by identifying, sourcing and bringing on profitable and sustainable new clients. To manage relationships with existing clients in a manner that assures optimal growth and continuous profitability. To act as strategic business partners to investment clients and to ensure they are provided with the intended investment product value proposition and service excellence.
Relevant Financial Degree
Post Graduate Degree would be advantageous
3 – 5 years’ treasury experience in a banking environment
Professional Registrations
Job Specific Requirements.
Treasury hunter
FAIS Compliant
Existing Client Base
Key Performance Areas (KPA) Duties and Responsibilities/Tasks Critical Outcomes  
New Investment Clients
  • Grow the bank's investment market share and footprint in the regions through the acquisition of sustainable new investments  and agents 
  • Effectively market investments and actively promote cross-selling of the bank’s portfolios.
  • Network and build purposeful business relationships
  • Constantly identify, follow up and manage business leads
  • Introduce other divisions and/or hand over leads to these partied in a manner that will assist in deal closure
Formulation of Client Strategies
  • Develop and manage sales strategies relating to treasury/investment products in alignment with division and regional sales targets.
  • Implement sales strategies and operational plans
  • Monitor effectiveness of sales strategies and make timeous amendments when or if necessary.
Product Advice
  • Give only product specification and facts to existing and prospective clients
  • Act as a trusted business partner to treasury clients and agents on an everyday basis
  • Remain abreast of changing financial and investment market trends and competitor developments
  • Do not act as investment advisor to existing and potential clients
Service Delivery and Client Query Resolution
  • Provide and maintain excellent service to treasury clients and agents
  • Respond to queries/needs in a prompt and appropriate manner
  • Provide technical support and/or ensure service excellence in the provision of technical/system functionality to clients/agent
Administration, Reporting and Compliance Management
  • Efficiently handle administrative matters such as completion and preparation of forms and documentation.
  • Ensure all FICA requirements are met before any transactions are entered into
  • Apply and adhere to treasury and OMM policies, procedures and standards
  • Compile monthly sales reports and submit timeously
  • Compile and submit operational activity and expense reports such as activity reports i.e. Sharepoint, Mileage claim reports and entertainment claim reports
  • Ensure treasury clients and OMM agents comply with all statutory and group compliance requirements
  • Attend training and ensure personal compliance with all relevant compliance regulations, policies and procedures e.g. FICA, FAIS, Money Laundering etc.
Alignment and engagement with internal stakeholders
  • Act as central point of coordination between Treasury and clients
  • Perform role of treasury consultant to all internal stakeholders
  • Attend relevant investment management forums in the regions
  • Effectively market treasury products and OMM internally
  • Engage, build relationships and “partner” with internal stakeholders
1. Multi-tasking and effective time management.
2. Attention to detail whilst under considerable pressure.
3. Negotiation with difficulty parties.
4. Managing relationships at a strategic partner level.
5. Ad-hoc projects.
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