Company:
Robert Walters
Industry: Consulting
Deadline: Not specified
Job Type: Full Time
Experience: 6 – 8 years
Location: Gauteng
Province: Johannesburg
Field: Finance / Accounting / Audit
Introduction
- A leading financial institution is seeking a Global Markets Client Executive to join their Johannesburg team, offering you the opportunity to play a pivotal role in shaping client relationships and delivering market risk solutions.
- This position places you at the heart of strategic client engagement, where your expertise will drive origination, retention, and growth across multiple financial products.
- You will be empowered to work collaboratively with diverse internal teams, ensuring that clients receive tailored solutions that meet their unique risk management needs.
- The organisation is committed to fostering an inclusive and supportive environment, encouraging continuous professional development and knowledge sharing.
- With a focus on flexibility and nurturing talent, this role provides a platform for you to expand your sector expertise while making a meaningful impact on both client success and organisational performance.
Key qualifications and experience required for the Global Markets Client Executive
- Post-graduate degree in a related discipline
- CFA or Master’s (Advantageous)
- Minimum of 6-8 years’ relevant experience in a similar financial markets environment is essential
- At least 2-3 years’ in direct client-facing roles where relationship management was central
- Demonstrated industry knowledge and product knowledge
- Strong relationships with key stakeholders
- Multi-asset class capability (Advantageous)
- Proven ability to price transactions accurately while reviewing competitive pricing strategies ensures optimal outcomes for both clients and the organisation.
Three key areas of expertise required
- Technical experience (deep global markets knowledge, FX, and commodities knowledge) – NB
- Ability to operate at a senior level with clients – NB
- Driven by ambition and a self-starter (“a Hunter”) – NB
Key duties for the Global Markets Client Executive
- Originate, retain, and grow relationships with strategic clients by presenting comprehensive Global Markets offerings and driving financial performance through bespoke solutions.
- Serve as the primary point of contactfor allocated clients’ key decision makers, actively engaging in relationship planning, strategy development, and execution to ensure satisfaction and loyalty.
- Collaborate with asset class specialists, cross-functional teams, and credit experts to deliver integrated market risk solutions that align with client objectives and uphold the organisation’s brand promise.
- Establish mutually beneficial partnerships with stakeholders to support thought leadership initiatives and promote innovative practices within the client group.
- Communicate closed-loop feedback from clients effectively to enhance the sales team’s reputation for excellence and continuously improve service delivery.
- Develop detailed client account plans for strategic clients, contributing insights into broader corporate and sponsor client strategies to maximise value creation.
- Anticipate client needs by managing the origination process, ideating new solutions, and analysing sector trends to provide relevant thought leadership.
- Utilise the Client Relationship Management (CRM) system to capture opportunities, document call reports, and track all activities related to Global Markets engagements.
- Coordinate credit line requirements with lead bankers or sector heads in advance to ensure seamless transaction execution for clients.
- Participate actively in cross-functional teams with responsibility for delivering end-to-end market risk solutions that place the customer at the centre of business operations.
Key skills
- Passionate about Sales,assertive, and astrong influencer.
- Client engagement: Exceptional interpersonal skills allow you to engage effectively with clients during deal origination, negotiation, and closing processes.
- Experience collaborating within cross-functional teams enhances your capacity to deliver integrated solutions across broader corporate groups.
- Self-motivation combined with an interest in continuous learning supports your growth in technical know-how as well as emotional intelligence (EQ).
- Proven ability togenerate leads.
- Ability to analyse complex information and reports helps identify trends or discrepancies critical for informed decision making within client portfolios.
