Recruitment Ongoing at Stanbic IBTC Bank, 1st February, 2019

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Stanbic IBTC Bank

Stanbic IBTC Bank is a leading African banking group focused on emerging markets globally. It has been a mainstay of South Africa’s financial system for 150 years, and now spans 16 countries across the African continent.

Standard Bank is a firm believer in technical innovation, to help us guarantee exceptional client service and leading edge financial solutions. Our growing global success reflects our commitment to the latest solutions, the best people, and a uniquely flexible and vibrant working culture. To help us drive our success into the future, we are looking for resourceful individuals to join our dedicated team at our offices.

We are recruiting to fill the position below:

 

 

Job Title: Business Development Manager – SIPML
Job ID: 36666
Location: Abuja
Job Sector: Financial Services

Job Purpose

  • The Business Development Manager is responsible in providing tailored consultative solutions for all Pension and Gratuity related matters in the region by driving voluntary contributions across the employees of assigned institutions and growing SIPML’s market share in RSA Holders and Assets Under Management.
  • Responsible for ensuring clients perceive, feel and experience the Company positively through timely and conclusive resolution of pre and post sales issues; and other related/incidental matters.
  • The Business Development Manager is also responsible to support and deliver on the universal financial solution goals of the Stanbic IBTC Group .

Key Responsibilities/Accountabilities

Key Responsibilities
Achieve monthly sales target in RSA & Contributions:

  • Achieve and surpass assigned monthly RSA pin target
  • Achieve and surpass assigned monthly/yearly contribution target
  • Achieve and surpass assigned new employers targets
  • Grow SIPML’s wallet share of employer’s business by generating and creating more contributing RSA pins.
  • Provide advice to employers, on potential Pension/Gratuity solutions based on consultative analysis of their business model and pension industry dynamics.
  • Identify, initiate and convert leads for SIPML.
  • Operate within the Pencom guidelines and framework so as to avoid sanctions or infractions to the Company.
  • Analyze and review potential labor challenges or peculiarities that may lead to sub-optimization for the employer or organization.
  • Make physical / telephone calls / e-mails to clients for customer interactions
  • Organize and facilitate Interactive sessions and Rotating Desks/PoW with clients and prospective clients.
  • Effectively communicate and follow through, with client requests to back office /support units
  • Maintain and update comprehensive employers’ database.
  • Ensure Employers have updated contribution schedules.
  • Collect schedules from Employer for upload to clients’ accounts.
  • Follow up with employers on monthly pension contribution as at when due.
  • Increase number of funded and contributing RSA Pins in the department.
  • Consistently identify value to our customers by leveraging the various resources within the group
  • Ensure not more than 5% customer attrition from assigned institutions during the transfer window
  • Collect and correct email mandates for employees in assigned institutions
  • Organize CFI capture with Organizations periodically by the regulator.
  • Grow SIPML’s share of mind among clients/ organizations in assigned institutions
  • Increase the funding and contribution ratios of employees’ contribution within assigned institutions
  • Proffer possible strategies/ways to improve sales and relating to customers.

Ensure Legislative Compliance and SIBTC standards:

  • Educate and enlighten employees and their employers about the dynamics of the Pension industry
  • Operate within the Pencom guidelines and framework so as to avoid sanctions or infractions to the Company
  • Ensure adherence to code of ethics and all other related guidelines
  • Ensure smooth internal & external stakeholder management

Internal & External Relationships
Wealth – Internal Clients:

  • Maintain close contact with all internal stakeholders within Wealth – Benefit Administration, Administration, Contribution & Collections, Investment Management, Information Technology, Client Services, Client Experience, SIIB, SIAML, SITL and across all segments.

Regulatory Authorities – Manage the Relationship:

  • Liaise with Regulator on product development.

Preferred Qualification and Experience

  • First Degree in General Social Science
  • Chartered Financial Analyst (CFA)
  • Masters Degree in Marketing
  • Wealth ManagementRelationship Management(Enterprise)
  • Minimum of 5 years’ experience with exposure in sales relationship management & leadership position
  • Corporate BankingPortfolio Management(Investments)
  • Minimum of 5 years’ experience with exposure in client profiling
  • Personal and Business BankingCustomer Service and Sales
  • Minimum of 5 years’ experience with exposure in sales relationship management
  • Wealth ManagementClient Relationship Management,
  • Minimum of three years sales experience with exposure in sales and relationship management

Knowledge/Technical Skills/Expertise
Effective Business Communication:

  • The ability to communicate information and ideas in a clear and concise manner appropriate for the audience in order to explain, persuade, convince and influence others to achieve the desired outcomes..

Presentation Skills:

  • The ability to communicate and deliver information verbally in a clear, concise and comprehensive manner to other people, using appropriate props and tools.

Compliance-Know-Your-Customer:

  • Knowledge and practical application of the requirements for KYC Compliance including the determination of beneficial ownership in complex client corporate structures.

Brand Management:

  • The ability to use marketing techniques to increase the perceived value of the organisation over time and build customer loyalty through positive brand awareness.

Customer Understanding:

  • The ability to analyse customer needs by engaging with them, analysing their business objectives and their financial position.

Applications: Microsoft Office Suite:

  • Ability to use Microsoft Office: Word, Excel, PowerPoint and Outlook.

Compliance:

  • The ability to interpret regulations and laws that apply to the business and to provide information to business on how to comply e.g. Pension Reform Acts 2014.

Interested and qualified candidates should:

:Click here to apply

 

 

Job Title: Business Development Manager – SIPML
Job ID: 36671
Location: Cross River
Job Sector: Financial Services

Job Details

  • Wealth

Job Purpose

  • The Business Development Manager is responsible in providing tailored consultative solutions for all Pension and Gratuity related matters in the region by driving voluntary contributions across the employees of assigned institutions and growing SIPML’s market share in RSA Holders and Assets Under Management.
  • Responsible for ensuring clients perceive, feel and experience the Company positively through timely and conclusive resolution of pre and post sales issues; and other related/incidental matters.
  • The Business Development Manager is also responsible to support and deliver on the universal financial solution goals of the Stanbic IBTC Group .

Key Responsibilities/Accountabilities
Achieve monthly sales target in RSA & Contributions:

  • Achieve and surpass assigned monthly RSA pin target
  • Achieve and surpass assigned monthly/yearly contribution target
  • Achieve and surpass assigned new employers targets
  • Grow SIPML’s wallet share of employer’s business by generating and creating more contributing RSA pins.
  • Provide advice to employers, on potential Pension/Gratuity solutions based on consultative analysis of their business model and pension industry dynamics.
  • Identify, initiate and convert leads for SIPML.
  • Operate within the Pencom guidelines and framework so as to avoid sanctions or infractions to the Company.
  • Analyze and review potential labor challenges or peculiarities that may lead to sub-optimization for the employer or organization.
  • Make physical / telephone calls / e-mails to clients for customer interactions
  • Organize and facilitate Interactive sessions and Rotating Desks/PoW with clients and prospective clients.
  • Effectively communicate and follow through, with client requests to back office /support units
  • Maintain and update comprehensive employers’ database.
  • Ensure Employers have updated contribution schedules.
  • Collect schedules from Employer for upload to clients’ accounts.
  • Follow up with employers on monthly pension contribution as at when due.
  • Increase number of funded and contributing RSA Pins in the department.
  • Consistently identify value to our customers by leveraging the various resources within the group
  • Ensure not more than 5% customer attrition from assigned institutions during the transfer window
  • Collect and correct email mandates for employees in assigned institutions
  • Organize CFI capture with Organizations periodically by the regulator.
  • Grow SIPML’s share of mind among clients/ organizations in assigned institutions
  • Increase the funding and contribution ratios of employees’ contribution within assigned institutions
  • Proffer possible strategies/ways to improve sales and relating to customers.

Ensure Legislative Compliance and SIBTC standards:

  • Educate and enlighten employees and their employers about the dynamics of the Pension industry
  • Operate within the Pencom guidelines and framework so as to avoid sanctions or infractions to the Company
  • Ensure adherence to code of ethics and all other related guidelines
  • Ensure smooth internal & external stakeholder management

Internal & External Relationships
Wealth – Internal Clients:

  • Maintain close contact with all internal stakeholders within Wealth – Benefit Administration, Administration, Contribution & Collections, Investment Management, Information Technology, Client Services, Client Experience, SIIB, SIAML, SITL and across all segments
  • Regulatory Authorities – Manage the relationship:
  • Liaise with Regulator on product development

Preferred Qualification and Experience

  • First Degree in General Social Science
  • Chartered Financial Analyst (CFA)
  • Master’s Degree in Marketing

Wealth Management – Relationship Management (Enterprise):

  • Minimum of 5 years’ experience with exposure in sales relationship management & leadership position

Corporate Banking – Portfolio Management (Investments):

  • Minimum of 5 years’ experience with exposure in client profiling

Personal and Business Banking – Customer Service and Sales:

  • Minimum of 5 years’ experience with exposure in sales relationship management

Wealth Management – Client Relationship Management:

  • Minimum of three years sales experience with exposure in sales and relationship management

Knowledge/Technical Skills/Expertise
Effective Business Communication:

  • The ability to communicate information and ideas in a clear and concise manner appropriate for the audience in order to explain, persuade, convince and influence others to achieve the desired outcomes..

Presentation Skills:

  • The ability to communicate and deliver information verbally in a clear, concise and comprehensive manner to other people, using appropriate props and tools.

Compliance-Know-Your-Customer:

  • Knowledge and practical application of the requirements for KYC Compliance including the determination of beneficial ownership in complex client corporate structures.

Brand Management:

  • The ability to use marketing techniques to increase the perceived value of the organisation over time and build customer loyalty through positive brand awareness.

Customer Understanding:

  • The ability to analyse customer needs by engaging with them, analysing their business objectives and their financial position.

Applications – Microsoft Office Suite:

  • Ability to use Microsoft Office: Word, Excel, PowerPoint and Outlook.

Compliance:

  • The ability to interpret regulations and laws that apply to the business and to provide information to business on how to comply e.g. Pension Reform Acts 2014

Interested and qualified candidates should :

:Click here to apply

 

 

Job Title: Business Development Manager – SIPML
Job ID: 36669
Location: Abia
Job Sector: Financial Services

Job Purpose

  • The Business Development Manager is responsible in providing tailored consultative solutions for all Pension and Gratuity related matters in the region by driving voluntary contributions across the employees of assigned institutions and growing SIPML’s market share in RSA Holders and Assets Under Management.
  • Responsible for ensuring clients perceive, feel and experience the Company positively through timely and conclusive resolution of pre and post sales issues; and other related/incidental matters.
  • The Business Development Manager is also responsible to support and deliver on the universal financial solution goals of the Stanbic IBTC Group .

Key Responsibilities/Accountabilities

Key Responsibilities
Achieve monthly sales target in RSA & Contributions:

  • Achieve and surpass assigned monthly RSA pin target
  • Achieve and surpass assigned monthly/yearly contribution target
  • Achieve and surpass assigned new employers targets
  • Grow SIPML’s wallet share of employer’s business by generating and creating more contributing RSA pins.
  • Provide advice to employers, on potential Pension/Gratuity solutions based on consultative analysis of their business model and pension industry dynamics.
  • Identify, initiate and convert leads for SIPML.
  • Operate within the Pencom guidelines and framework so as to avoid sanctions or infractions to the Company.
  • Analyze and review potential labor challenges or peculiarities that may lead to sub-optimization for the employer or organization.
  • Make physical / telephone calls / e-mails to clients for customer interactions
  • Organize and facilitate Interactive sessions and Rotating Desks/PoW with clients and prospective clients.
  • Effectively communicate and follow through, with client requests to back office /support units
  • Maintain and update comprehensive employers’ database.
  • Ensure Employers have updated contribution schedules.
  • Collect schedules from Employer for upload to clients’ accounts.
  • Follow up with employers on monthly pension contribution as at when due.
  • Increase number of funded and contributing RSA Pins in the department.
  • Consistently identify value to our customers by leveraging the various resources within the group
  • Ensure not more than 5% customer attrition from assigned institutions during the transfer window
  • Collect and correct email mandates for employees in assigned institutions
  • Organize CFI capture with Organizations periodically by the regulator.
  • Grow SIPML’s share of mind among clients/ organizations in assigned institutions
  • Increase the funding and contribution ratios of employees’ contribution within assigned institutions
  • Proffer possible strategies/ways to improve sales and relating to customers.

Ensure Legislative Compliance and SIBTC standards:

  • Educate and enlighten employees and their employers about the dynamics of the Pension industry
  • Operate within the Pencom guidelines and framework so as to avoid sanctions or infractions to the Company
  • Ensure adherence to code of ethics and all other related guidelines
  • Ensure smooth internal & external stakeholder management

Internal & External Relationships
Wealth – Internal Clients:

  • Maintain close contact with all internal stakeholders within Wealth – Benefit Administration, Administration, Contribution & Collections, Investment Management, Information Technology, Client Services, Client Experience, SIIB, SIAML, SITL and across all segments.

Regulatory Authorities – Manage the Relationship:

  • Liaise with Regulator on product development.

Preferred Qualification and Experience

  • First Degree in General Social Science
  • Chartered Financial Analyst (CFA)
  • Masters Degree in Marketing
  • Wealth Management Relationship Management(Enterprise)
  • Minimum of 5 years’ experience with exposure in sales relationship management & leadership position
  • Corporate BankingPortfolio Management(Investments)
  • Minimum of 5 years’ experience with exposure in client profiling
  • Personal and Business BankingCustomer Service and Sales
  • Minimum of 5 years’ experience with exposure in sales relationship management
  • Wealth ManagementClient Relationship Management,
  • Minimum of three years sales experience with exposure in sales and relationship management

Knowledge/Technical Skills/Expertise
Effective Business Communication:

  • The ability to communicate information and ideas in a clear and concise manner appropriate for the audience in order to explain, persuade, convince and influence others to achieve the desired outcomes..

Presentation Skills:

  • The ability to communicate and deliver information verbally in a clear, concise and comprehensive manner to other people, using appropriate props and tools.

Compliance-Know-Your-Customer:

  • Knowledge and practical application of the requirements for KYC Compliance including the determination of beneficial ownership in complex client corporate structures.

Brand Management:

  • The ability to use marketing techniques to increase the perceived value of the organisation over time and build customer loyalty through positive brand awareness.

Customer Understanding:

  • The ability to analyse customer needs by engaging with them, analysing their business objectives and their financial position.

Applications: Microsoft Office Suite:

  • Ability to use Microsoft Office: Word, Excel, PowerPoint and Outlook.

Compliance:

  • The ability to interpret regulations and laws that apply to the business and to provide information to business on how to comply e.g. Pension Reform Acts 2014.

Interested and qualified candidates should:
:Click here to apply

 

 

Job Title: Business Development Manager – SIPML
Job ID: 36668
Location: Yola, Adamawa
Job Sector: Financial Services

Job Purpose

  • The Business Development Manager is responsible in providing tailored consultative solutions for all Pension and Gratuity related matters in the region by driving voluntary contributions across the employees of assigned institutions and growing SIPML’s market share in RSA Holders and Assets Under Management.
  • Responsible for ensuring clients perceive, feel and experience the Company positively through timely and conclusive resolution of pre and post sales issues; and other related/incidental matters.
  • The Business Development Manager is also responsible to support and deliver on the universal financial solution goals of the Stanbic IBTC Group .

Hot Job : Mechanical & Electrical Engineer Vacancy in a State-of-the-art Choice Apartment
Key Responsibilities/Accountabilities
Achieve monthly sales target in RSA & Contributions:

  • Achieve and surpass assigned monthly RSA pin target
  • Achieve and surpass assigned monthly/yearly contribution target
  • Achieve and surpass assigned new employers targets
  • Grow SIPML’s wallet share of employer’s business by generating and creating more contributing RSA pins.
  • Provide advice to employers, on potential Pension/Gratuity solutions based on consultative analysis of their business model and pension industry dynamics.
  • Identify, initiate and convert leads for SIPML.
  • Operate within the Pencom guidelines and framework so as to avoid sanctions or infractions to the Company.
  • Analyze and review potential labor challenges or peculiarities that may lead to sub-optimization for the employer or organization.
  • Make physical / telephone calls / e-mails to clients for customer interactions
  • Organize and facilitate Interactive sessions and Rotating Desks/PoW with clients and prospective clients.
  • Effectively communicate and follow through, with client requests to back office /support units
  • Maintain and update comprehensive employers’ database.
  • Ensure Employers have updated contribution schedules.
  • Collect schedules from Employer for upload to clients’ accounts.
  • Follow up with employers on monthly pension contribution as at when due.
  • Increase number of funded and contributing RSA Pins in the department.
  • Consistently identify value to our customers by leveraging the various resources within the group
  • Ensure not more than 5% customer attrition from assigned institutions during the transfer window
  • Collect and correct email mandates for employees in assigned institutions
  • Organize CFI capture with Organizations periodically by the regulator.
  • Grow SIPML’s share of mind among clients/ organizations in assigned institutions
  • Increase the funding and contribution ratios of employees’ contribution within assigned institutions
  • Proffer possible strategies/ways to improve sales and relating to customers.

Ensure Legislative Compliance and SIBTC standards:

  • Educate and enlighten employees and their employers about the dynamics of the Pension industry
  • Operate within the Pencom guidelines and framework so as to avoid sanctions or infractions to the Company
  • Ensure adherence to code of ethics and all other related guidelines
  • Ensure smooth internal & external stakeholder management

Internal & External Relationships
Wealth – Internal Clients:

  • Maintain close contact with all internal stakeholders within Wealth – Benefit Administration, Administration, Contribution & Collections, Investment Management, Information Technology, Client Services, Client Experience, SIIB, SIAML, SITL and across all segments

Regulatory Authorities – Manage the relationship:

  • Liaise with Regulator on product development

Preferred Qualification and Experience

  • First Degree in General Social Science
  • Chartered Financial Analyst (CFA)
  • Master’s Degree in Marketing

Wealth Management – Relationship Management (Enterprise):

  • Minimum of 5 years’ experience with exposure in sales relationship management & leadership position

Corporate Banking – Portfolio Management (Investments):

  • Minimum of 5 years’ experience with exposure in client profiling

Personal and Business Banking – Customer Service and Sales:

  • Minimum of 5 years’ experience with exposure in sales relationship management

Wealth Management – Client Relationship Management:

  • Minimum of three years sales experience with exposure in sales and relationship management

Knowledge/Technical Skills/Expertise
Effective Business Communication:

  • The ability to communicate information and ideas in a clear and concise manner appropriate for the audience in order to explain, persuade, convince and influence others to achieve the desired outcomes..

Presentation Skills:

  • The ability to communicate and deliver information verbally in a clear, concise and comprehensive manner to other people, using appropriate props and tools.

Compliance-Know-Your-Customer:

  • Knowledge and practical application of the requirements for KYC Compliance including the determination of beneficial ownership in complex client corporate structures.

Brand Management:

  • The ability to use marketing techniques to increase the perceived value of the organisation over time and build customer loyalty through positive brand awareness.

Customer Understanding:

  • The ability to analyse customer needs by engaging with them, analysing their business objectives and their financial position.

Applications: Microsoft Office Suite:

  • Ability to use Microsoft Office: Word, Excel, PowerPoint and Outlook.

Compliance:

  • The ability to interpret regulations and laws that apply to the business and to provide information to business on how to comply e.g. Pension Reform Acts 2014.

Interested and qualified candidates should:

:Click here to apply

 

 


Job Title: 
Private Client Service Officer – SIPML
Location:
 Bonny Island, Rivers
Job ID: 36661
Job Sector: Banking

Job Details

  • Wealth Sales & Distribution

Job Purpose

  • The role is to ensure that Private Clients in the region enjoy services that would guarantee their loyalty, as High Net worth and VIPs of the unit, by providing and delivering service excellence to these clients.
  • Work closely with regional Coordinator who will be responsible for ensuring that all regulatory visitors to the region are well attended to and acting as the company’s representative where a single individual is required to act on behalf of the region as a whole.
  • Work closely with the RSMs, RCSMs, Compliance and Admin Officers within the region

Key Responsibilities/Accountabilities

  • Driving and Coordinating 100% excellent service delivery amongst PCS clients in the region.
  • Implementation of Information Technology based initiatives to increase turnaround time and satisfaction amongst PCS clients.
  • Oversees the daily running of the unit across the South South region
  • Providing guidance and support to team members in achieving set goals.
  • Align to  applicable  SLAs developed  for PCS clients
  • Ensures direct calls and visits by a member of SIPML Exco annually.
  • Visit to new and existing PCS clients within the region
  • Place calls to PCS clients and key contacts in the region at least once within the quarter.
  • Ensures priority treatment on processing of Benefit applications and payment
  • Ensures that all Service Level Agreements are strictly adhered to in all business locations
  • Collation of all information on these clients. E.g. DOB of all nuclear family members, wedding anniversary, preferred sports, club affiliations (Liverpool), hometown, religion and all other information that are considered relevant
  • Organization of  special events for PCS clients in the region
  • Weekly check of RSA and RSA Retiree Fund to identify clients as they fall within the HNI/VIP metrics
  • Ensure implementation of loyalty initiatives and distribution year end gifts to all PCS clients within the region
  • Assist HNI Clients to resolve e-channels related issues and encourage them to adopt e-channels

Relationships:

  • Group: BU heads in Stanbic IBTC and GIA
  • Influence their service delivery; Impact the whole Group
  • Description or examples: Approval and contribution to Policies

Preferred Qualification and Experience

  • Minimum of a 2.2 BSc. degree from an accredited University
  • Wealth Management  – Up to 5 years post NYSC experience;
  • Expertise in customer experience management
  • Minimum of 2 years relevant experience in Banking preferably in relationship/transactional banking.

Knowledge/Technical Skills/Expertise:

  • Excellent knowledge of the dynamics and technical aspects of fund management and financial markets
  • Understanding of policies and procedures; customer services in a first class oriented institution is desirable
  • Good analytical/numerical/communication skills
  • Excellent use and knowledge of NAV, MS Office applications, and other customer related tools.
  • Thorough understanding of the Pensions Reforms Acts.
  • Training on providing Excellent Customer Service and Financial Management. Experience in working among a Solution-Oriented team
  • Experience in Customer Care duties and responding to Client Enquiries

Interested and qualified candidates should:

:Click here to apply

 

 

Job Title: Business Development Manager – SIPML
Job ID: 36670
Location: Anambra
Job Sector: Financial Services

Job Purpose

  • The Business Development Manager is responsible in providing tailored consultative solutions for all Pension and Gratuity related matters in the region by driving voluntary contributions across the employees of assigned institutions and growing SIPML’s market share in RSA Holders and Assets Under Management.
  • Responsible for ensuring clients perceive, feel and experience the Company positively through timely and conclusive resolution of pre and post sales issues; and other related/incidental matters.
  • The Business Development Manager is also responsible to support and deliver on the universal financial solution goals of the Stanbic IBTC Group .

Key Responsibilities/Accountabilities
Achieve monthly sales target in RSA & Contributions:

  • Achieve and surpass assigned monthly RSA pin target
  • Achieve and surpass assigned monthly/yearly contribution target
  • Achieve and surpass assigned new employers targets
  • Grow SIPML’s wallet share of employer’s business by generating and creating more contributing RSA pins.
  • Provide advice to employers, on potential Pension/Gratuity solutions based on consultative analysis of their business model and pension industry dynamics.
  • Identify, initiate and convert leads for SIPML.
  • Operate within the Pencom guidelines and framework so as to avoid sanctions or infractions to the Company.
  • Analyze and review potential labor challenges or peculiarities that may lead to sub-optimization for the employer or organization.
  • Make physical / telephone calls / e-mails to clients for customer interactions
  • Organize and facilitate Interactive sessions and Rotating Desks/PoW with clients and prospective clients.
  • Effectively communicate and follow through, with client requests to back office /support units
  • Maintain and update comprehensive employers’ database.
  • Ensure Employers have updated contribution schedules.
  • Collect schedules from Employer for upload to clients’ accounts.
  • Follow up with employers on monthly pension contribution as at when due.
  • Increase number of funded and contributing RSA Pins in the department.
  • Consistently identify value to our customers by leveraging the various resources within the group
  • Ensure not more than 5% customer attrition from assigned institutions during the transfer window
  • Collect and correct email mandates for employees in assigned institutions
  • Organize CFI capture with Organizations periodically by the regulator.
  • Grow SIPML’s share of mind among clients/ organizations in assigned institutions
  • Increase the funding and contribution ratios of employees’ contribution within assigned institutions
  • Proffer possible strategies/ways to improve sales and relating to customers.

Ensure Legislative Compliance and SIBTC standards:

  • Educate and enlighten employees and their employers about the dynamics of the Pension industry
  • Operate within the Pencom guidelines and framework so as to avoid sanctions or infractions to the Company
  • Ensure adherence to code of ethics and all other related guidelines
  • Ensure smooth internal & external stakeholder management

Internal & External Relationships
Wealth – Internal Clients:

  • Maintain close contact with all internal stakeholders within Wealth – Benefit Administration, Administration, Contribution & Collections, Investment Management, Information Technology, Client Services, Client Experience, SIIB, SIAML, SITL and across all segments

Regulatory Authorities – Manage the relationship:

  • Liaise with Regulator on product development

Preferred Qualification and Experience

  • First Degree in General Social Science
  • Chartered Financial Analyst (CFA)
  • Masters Degree in Marketing

Wealth Management – Relationship Management(Enterprise):

  • Minimum of 5 years’ experience with exposure in sales relationship management & leadership position

Corporate Banking – Portfolio Management(Investments):

  • Minimum of 5 years’ experience with exposure in client profiling

Personal and Business Banking – Customer Service and Sales:

  • Minimum of 5 years’ experience with exposure in sales relationship management

Wealth Management – Client Relationship Management:

  • Minimum of three years sales experience with exposure in sales and relationship management

Knowledge/Technical Skills/Expertise
Effective Business Communication:

  • The ability to communicate information and ideas in a clear and concise manner appropriate for the audience in order to explain, persuade, convince and influence others to achieve the desired outcomes..

Presentation Skills:

  • The ability to communicate and deliver information verbally in a clear, concise and comprehensive manner to other people, using appropriate props and tools.

Compliance-Know-Your-Customer:

  • Knowledge and practical application of the requirements for KYC Compliance including the determination of beneficial ownership in complex client corporate structures.

Brand Management:

  • The ability to use marketing techniques to increase the perceived value of the organisation over time and build customer loyalty through positive brand awareness.

Customer Understanding:

  • The ability to analyse customer needs by engaging with them, analysing their business objectives and their financial position.

Applications: Microsoft Office Suite:

  • Ability to use Microsoft Office: Word, Excel, PowerPoint and Outlook.

Compliance:

  • The ability to interpret regulations and laws that apply to the business and to provide information to business on how to comply e.g. Pension Reform Acts 2014.

Interested and qualified candidates should

:Click here to apply

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