Manager Corporate Finance & Consultancy at CRDB Bank

Manager Corporate Finance & Consultancy at CRDB Bank

Position:  Manager Corporate Finance & Consultancy 

Company: CRDB Bank PLC

Location: Tanzania Head Office

CRDB Bank PLC is currently seeking a qualified candidate to fill the position of Manager Corporate Finance & Consultancy 

Job Purpose

To maintain the Bank’s awareness of market opportunities, customer needs, trends, and market intelligence, ensuring the Bank leverages all opportunities in the Capital market and identifies factors that impact product competitiveness. Additionally, to offer alternative sources of finance to customers.

Principle Responsibilities

• Oversee Corporate Finance and Advisory functions.
• Drive the Bank in assisting companies to raise both debt and equity funding from the capital markets as well as privately from financial and strategic partners.
• Ensure that all Consultancy and Advisory projects are handled professionally and efficiently.
• Coordinate market research and related tasks.
• Coordinate all advisory assignments including Project Management, bond placement, and company valuation.
• Oversee the timely completion and submission of project undertakings.
• Advise Management on the efficiency and profitability of projects undertaken by the Company.
• Coordinate all activities pertaining to NOMADS.
• Develop business plans and implementation strategies for new products, research investment opportunities, conduct due diligence on prospective investments.
• Analyse business opportunities and present written motivations of viable propositions to discuss and seek approval from Management.
• Identify innovative business opportunities to help Treasury and Capital Market departments expand and grow.
• Proactively manage new and existing opportunities arising in our Capital market by ensuring consistent throughput.
• Identify companies with potential for listing while maintaining corporate, individual, and Government client base.
• Identify opportunities for cross-selling and referral to other CRDB lines through developing and maintaining a close understanding of customers’ businesses.
• Ensure that revenue and profitability targets are achieved by implementing sales plans in line with overall products and services offered in conjunction with Banks strategies.
• Assist in coordinating industrial research and analysis to assist in the identification of potential business as well as financing opportunities.
• Participate in the continuous review and development of the investment process staying abreast with all major developments in financial markets and global economics.
• Prepare presentations for all investors and participate in all sales meetings.
• Be able to confidently explain the benefits and value provided by the firm.
• Engage and sell the various products and services (Investment & Wealth Management, Securities
• Brokerage & Market Research, Corporate Finance, and advisory).

Client Service:

• Meet with clients to understand their financial goals.
• Explain various types of Capital markets products and services provided by the Bank.
• Educate clients about investment options and resolve their queries.
• Work with clients to determine the amount of capital needed to meet business goals, and identify the market or products that can contribute to raising capital.
• Assist clients in financial planning and provide recommendations or suggestions regarding suitable investment options.
• Closely monitor Custodial clients’ accounts and brainstorm ways to improve return on investment.
• Assist in researching other investment opportunities, interpret financial information, and analyse market trends.
• Develop and nurture strategic relationships with clients to ensure alignment with the Bank’s strategy and business objectives.
• Solicit corporate customers for trading and investment advisory services.

Administrative Support:

Develop and maintain effective working relationships with regulators: BOT, CMSA, and DSE.
Participate in various client functions, conduct client and focus group surveys to ensure product and market intelligence feedback is solicited and used to enhance CRDB Capital’s competitiveness.
Ensure compliance with all corporate governance issues and maintain the Company’s integrity.
Handle complaints from aggrieved clients.
Ensure all statutory reports are submitted to the Regulators in a timely manner.
Liaise with institutional investors in the trading of equities/stocks and bonds at the Exchange and maintain proper records.
Coordinate with all market players in the development of the securities market industry.
Perform other duties as prescribed by Management.

Talent Management:

Identify, motivate, and retain top talents.
Build talents and teams for the Bank by fostering a culture of meritocracy, transparency, and celebrating excellence, initiative, and courage.
Provide hands-on leadership, coaching, and development on all aspects needed to achieve successful performance, including Custodial services management and customer retention.
Monitor Capital market team performance, provide appropriate mentorship, recognition, and feedback.
Set appropriate tone and expectations for the team and collaborate with risk and control partners.
Lead by example and cultivate the appropriate culture and values.

Qualifications Required

• Certified by CMSA and have attended and successfully completed Securities Industry Certification Course provided by Chartered Institute for Securities & Investment.
• Bachelor’s degree in Accounting, Finance, Economics, Business Administration or related Field. (Master’s degree will be added advantage).
• 3-5 years of experience in Capital Markets with preferred exposure of not less than 3 years in Financial Services.
• Knowledge of the general Capital Markets environment with regards to legal issues, industrial changes, competitor awareness, etc.
• Good liaison with domestic and foreign institutions, insurance companies and Regulators.
• Strong people management, communication, presentation & Organisational skills.
• The ability to make good business decisions in critical environment while managing risk.
• Strong network of Retail and Institutional Investors both local and foreign.
• Knowledge of capital market assignments including Investment & Wealth Management, Securities
• Brokerage & Market Research, Corporate Finance and advisory, bank operations, corporate treasury functions, money markets and banking regulations
• Strong analytical skills.
• Relationship building and networking skills.
• Strong communications and presentation skills.

CRDB Bank is dedicated to upholding Sustainability and ESG practices and encourage applicants who share this commitment. The Bank also promotes an inclusive workplace, hence applications from women and individuals with disabilities are encouraged.

It is important to note that CRDB Bank does not charge any fees for the application or recruitment process, and any requests for payment should be disregarded as they do not represent the bank’s practices.

Only Shortlisted Candidates will be Contacted.

Deadline: 2024-09-18

How to Apply:

CLICK HERE TO APPLY