Manager, Client Portfolio

Job Description

Job Details Our international team provides trading, sales, structuring and risk management solutions for our clients across global financial markets. This includes FX, commodities, equity, credit, fixed income and debt instruments. We also offer market insight, trading services, analytics and new financial products across a number of asset classes.Job PurposeAs a multi- asset treasury and currency risk management specialist, proactively manage and provide specialist sector relevant treasury advice to a portfolio of clients, ensuring that client needs are understood and fulfilled to maximise flow sales return within defined risk parameters while optimising cross selling opportunities and overall client experience.Key Responsibilities/AccountabilitiesPortfolio managementManage a portfolio of high and medium touch clients, offering clients multi asset class risk management solutions (FI, 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.Sales managementManage the sales process from selling to execution (proposals and pitching, contract negotiation, deal amendments, pricing, documentation), working closely with the Treasury Execution manager to dynamically manage margins, provide structured pricing, and ensure fair spreads and maximum value to clients. Ensure zero slippage of foreign exchange revenue and maintain a minimum wallet share (predefined %).

Responsibilities + Skills


Own and drive risk and control for area of responsibility, ensuring all activities are managed within the appropriate risk, controls, and regulatory parameters of the bank. Adhere to product risk limits and internal and external rules in order to ensure an optimum contribution to the bank in terms of profitability and risk control.Bachelors degree in a relevant field of study with ACI qualification and FAIS Regulatory Exam;Honours degree in a relevant field of study with relevant professional certification preferred.


A minimum of 5 years' rRelevant experience in treasury sales and / or client relationship management.Good understanding of the buy-side industry, exposure to global markets products and practical application of the products.

Job Summary

  • Published on: Thursday, 2nd July 2020
  • Designation: Manager, Client Portfolio
  • industry: Finance
  • Vacancy: 1
  • Employment Status: Full-time
  • Job Location: East London
  • Salary: 0
  • Gender:
  • Application Deadline: Thursday, 2nd July 2020

About the Company

  • Company Name: Standard Bank Group.
  • Address: 9th Floor 011 636 9111/2 SBZAZAJJ Standard Bank Centre 5 Simmonds Street Johannesburg 2001 P O Box 7725
  • Website:
  • Company Profile:
  • To provide design and build decision agents and Credit process requirements for all Personal and Business products across the risk lifecycle for a particular stream (i.e. origination, account management and collections - to be customised per jobholder). This includes the process design of the end-to-end solution and working closely with appropriate Architectures (e.g., IT, Credit, Business, Data, etc.) to formulate sustainable strategic solutions.

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