Manager, Client Portfolio (Fixed Income)

Standard Bank Group; Johannesburg; On-site; ZAR 500 000 - 700 000; Full time

Job summary

A leading financial institution in Johannesburg is seeking a Fixed Income specialist to manage and provide pricing and portfolio management for clients. The role requires 3-7 years of experience in Global Markets, existing relationships with asset managers, and a strong understanding of fixed income products. This full-time position does not allow for remote work, offering an opportunity to build client relationships and drive sales.

Qualifications

• 3-7 years of experience in Global Markets (Sales, SalesTrading, or Trading).
• Existing relationships with Asset Managers, Insurance Companies, or Hedge Funds.
• Strong understanding of Economics and passion for the markets.

Responsibilities

• Proactively manage and provide pricing and portfolio management for clients.
• Manage a portfolio of high and medium touch clients with multi asset class solutions.
• Ensure fair spreads and maximum value to clients throughout the sales process.

Skills

Project / Program Management

Portfolio Management

Credit Analysis

Pricing

Financial Analysis

Budgeting

Education

First Degree in Business Commerce

Job description

As a Fixed Income specialist proactively manage and provide specialist sector relevant pricing and portfolio management of clients ensuring that client needs are understood and fulfilled to maximize flow sales return within defined risk parameters while optimizing cross selling opportunities and overall client experience. Grow own client base and build strong relationships while providing pricing and market intelligence for client seamless execution.

Manage a portfolio of high and medium touch clients offering clients multi asset class risk management solutions (FI Credit FX and MM) that address their interests and needs. Formulate individual client plans engage in client brainstorming provide input into the client budgeting process and Client Service Teams (CSTs) for the assigned portfolio of clients in order to achieve annual sales targets. Reduce portfolio concentration risk by diversifying revenue clients and products where applicable.

Manage the sales process from selling to execution working closely with the various trading desks to dynamically manage margins provide structured pricing and ensure fair spreads and maximum value to clients. Ensure zero slippage of revenue and maintain a minimum wallet share (predefined %).

Have a comprehensive understanding of the local fixed income product suite including SAGBs ILBs Interest Rate Derivatives (Swaps FRAs Bond Options) Repos Forwards and Futures. Have complete knowledge of the local and offshore Credit markets. Be able to run local and Eurobond auctions and / or bookbuilds and market and manage secondary market sales of these products.

Qualifications

Type of Qualification: First Degree

Field of Study: Business Commerce

Experience Required

3-7 years

• Experience in Global Markets (Sales SalesTrading or Trading)
• Must haveexisting relationships with Asset Managers Insurance Companies or Hedge Funds
• Must have a passion for the markets a curious mindset and an understanding of Economics

Additional Information

Behavioural Competencies

• Articulating Information
• Developing Expertise
• Directing People
• Embracing Change
• Interacting with People
• Inviting Feedback
• Making Decisions
• Pursuing Goals
• Showing Composure
• Thinking Positively
• Upholding Standards
• Valuing Individuals

Technical Competencies

• Deal Negotiation
• Financial Acumen
• Financial Industry Regulatory Framework
• Product and Services Knowledge
• Product Knowledge (Trading Transacting)
• Sales Planning and Reporting
• Technology Savvy
• Verbal Communication

Remote Work: No

Employment Type: Full-time

Key Skills

Project / Program Management,Project Portfolio Management,Portfolio Management,Credit Analysis,Banking,Pricing,Analysis Skills,Project Management,Financial Analysis,Budgeting,Property Management,Contracts

Experience: years

Vacancy: 1