Robin Schofield Email & Phone Number

Johannesburg, Gp, Za

South Africa

Johannesburg Area, South Africa

To grow Investec For Business’ market share and top line revenue through client acquisition and retention, and by optimising the product set of existing clients. This entails the issuing, growing and utilising of credit facilities granted to clients. This is a senior position that requires the establishment and maintenance of relationships at CEO and Financial Director level- Comprehensive Lending offering- Providing working capital solutions including import, trade and debtors finance- Logistics Services- Funding, treasury book growth- Client Acquisition growth - Client retention through cross-sell entrenchment- Developing corporate strategies to grow market share- Manage and co-ordination of relationships with other niches- Identify, target and acquire new business opportunities through Investec internal network, cold calls, warm leads, marketing efforts, referrals and other lead generation activities.- Customise and articulate the value proposition of the Investec for Business offering to potential client. - Deal structuring including scenario modelling, cost comparisons and proposal formulation- Proactive engagement with credit for the preparation and presentation of deals to Credit Forum

Johannesburg Area, South Africa

Focus on Structured Lending and Transactional Banking.My main duites included:-Maintaining a growing client base of over 350 households within FNB’s High Income and Wealthy Private Client base. -Being the first point of contact for all Structured Lending and Transactional Banking.-Full understanding of the Private Clients Services and Products. -Aggressive client acquisition in line with group strategy by driving the collaboration between FNB Commercial and Private Clients. -Identifying and closing opportunities for cross sell of products within my existing client base and passing on leads to FNB business units. -Working knowledge of financial market principles and practices.-Managing the day to day work load of my Private Banking Assistant and ensuring full accountability for customer satisfaction.

Johannesburg Area, South Africa

Focus on offshore Trusts, Property and Fund of Funds.My Main duties include:-Maintaining Stenham’s Johannesburg Private Client base.-Ability to present credibly on offshore markets and funds.-Knowledge of Offshore Trust environment, Fund of Hedge Funds, Property syndications and funds. -Being the first point of contact for Trust, Property and Asset management queries.-Generating client proposals on Stenham funds.-Working knowledge of financial market principles and practices.-Strategic relationship building with clients and pro-active management of designated clients.-Provide proactive communication to clients on all project related issues as well as daily operational issues including initiatives undertaken by the company.-Communicate strategic customer requirements to respective Business units.-Provide full accountability for customer satisfaction. -Ensure the smooth take-on of new Trust, Asset management and Property clients.-Maintain and create operations procedures. -Organising various private client presentations, golf days, functions and guest speakers for Stenham events.

This is a bespoke cross functional Transfer Agency team that supports Barclays Global Investors and their USD cash funds. The role covered the full spectrum of TA services. Dealing/trade receipt and processing, cash flow reporting, FX processing, registration, cash processing reporting, reconciliations, and shareholder servicing. My main duties include:• Booking trades for shareholders and distributors via telephone, fax and Swift.• Monitoring complete pre-dealing QC checks on deals prior to placement (signature checking, trade details).• Second checking trades and predictions completed by colleagues.• Ensure intraday cash flow prediction reports are issued to portfolio Managers within agreed SLA’s.• Follow up deal rejections with shareholders/distributors.• Correspond with internal/external clients on dealing related queries.• Assisting junior team members with complex inquires/processes and on the job training.• The pricing of various BGI cash and non-cash funds.• Ensuring the release and receipt of client funds.• Releasing customer contract notes.• Liaising with other TA departments and internal JPM departments.• Dealing with complex Investor Service/Registration queries.• Confirming and approving trades on the EuroClear/Fundsettle browser. Reason for leaving: I decided to leave JP Morgan to pursue a career in South Africa.

Dublin, Ireland

Member of the Treasury Dealing team in Ulster Banks Capital Markets. Primary purpose was to service Ulster Bank Branch and Business Centre customers. I booked Spot FX deals and ensured that required margins were being maintained. Duties• Producing daily Ulster Bank and First Active branch FX rates and emailing these to branches around the Republic of Ireland and Northern Ireland.• Booking Foreign Exchange deals for branch, Business Centre and personal customers.• Reconciliation and maintenance of the Non-pre-booked profit application and omitting payments where necessary.• Being the first point of contact for branch and customer queries, to resolve or relay these queries to the middle office.• Supporting the Dealing team with their portfolio of clients.Reason for leaving: I was offered a role within JP Morgan Bank

Worked in the Payments & International Banking Services department at Ulster Bank as an Excess funding/Hold Account Administrator. International Accounts operate foreign currency accounts (Hold accounts) for business or private customers who opt to maintain their funds in a foreign currency. Duties• Clearing and approving Excess Funding on overdrawn customer Hold accounts.• Issuing Certificates of interest on customer accounts. • Processed and printed statements for customer Hold and Deposit accounts for the Republic of Ireland as well as Northern Ireland.• Dealing with customer account enquiries, including the printing of back/copy statements.• The daily input of batch lodgements, cheques, and debits ensuring that the ledger balanced.Reason for leaving: I was successful in my application as a Secondee FX dealer within Ulster Bank Capital Markets.

Bjourn, Journalism, Organisational Psychology, Televison, Economic Journalism

Activities and Societies: Demsoc, Squash club, Photosoc

Education record