Job Description
Job Summary
In this role, you will be responsible for deal origination and client relationship management to drive profitability, meet performance targets and increase shareholders’ value.
Responsibilities
- Actively source/originate Investment Banking (IB) transactions, clients, projects, and mandates. Business development within the array of M&A (buy & sell side), DCM & ECM capital raise, and other segments of the IB portfolio.
- Work with the deals execution Team in developing proposals, pricing mandates, and contracts with appropriate areas within Advisory Services, Group sales, and asset management Sales Teams.
- Work with the execution Team in managing prospects on Requests for Information, Requests for Proposal, and Questionnaires processes and deliver quality documents and presentations to clients and work collectively with Group sales, and asset management Sales Teams.
- Work alongside the Deals Execution Team on client onboarding process and provide necessary market information and process flows.
- Work closely with the deals execution Team in delivering excellent services experience to all clients.
- Client analytics - In-depth knowledge of the financial services industry, strategies, businesses, financial performance, industry outlook/trends, and general macro/economic issues/trends.
- Ensure impeccable database of clients and relationship documentation at every point in time.
- Manage the IB workflow dashboard and ensure it is up to date with all work currently being undertaken by existing clients.
- Responsible for billing follow-up on outstanding IB fee collections.
- Follow up on all contacts generated within and outside the Group to initiate the prompt conversion.
- Prompt preparation and circulation of call notes from all client engagements e.g., visits, meetings, phone calls, conference calls, etc. Ensure deals origination dashboard data is kept current, accurate, and complete.
Requirements
- Minimum of 5 years' experience in relevant financial services experience (investment banking, financial market depository, securities clearing) required.
- Capital raising experience in the public capital market is required.
- Bachelor's degree in finance, Accounting, or Economics (or any of its related courses)
- MBA or MSc. in Finance related discipline is an added advantage