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Stanbic Bank   |   Nairobi, Kenya   |   Log in or register to see the closing date

Equities Relationship Officer - Wealth & Investment

  • Bachelor's degree
  • Accounting, finance, banking, insurance
  • Experienced (senior worker)
  • Full Time
  • Permanent
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Job Summary

Provide a consistently high quality overall operational service to the WI SBG team and WI customers: -

  • Timely processing of documents; CDS and Account opening, KYC, payments and statement/confirmation requests etc.
  • Timely communication with clients and internal stakeholders.
  • Provide end to end support for the Stockbroking function including the placing, monitoring of orders and settlement of trades.
  • To ensure growth in company revenue by providing responsive, proactive and efficient services to existing and potential clients to grow market share in the securities industry.
  • Leverage the group’s reach, capabilities and expertise to add value to both the customer and the Wealth and Investment business
  • Ensure strict compliance with laid-down risk management controls and processes.


Responsibilities

  • Consistently deliver high quality service to all customers; internal & external.
  • Carry out and ensure that clients have met the KYC documentation requirements for the company.
  • Ensure that integrity and honesty is maintained at all times in all client dealings.
  • Maintain a thorough knowledge of the organization and adhere to all organizational standards, policies and procedures
  • Liaison between SBG operations and Wealth and Investment
  • Ensure seamless communication between Sales Teams, and Operations
  • Co-ordinate special projects
  • Review and update procedures when and where necessary
  • Maintain low levels of errors and zero tolerance to fraud
  • Timely and accurate generation of reports
  • Manage the query resolution process by providing timely responses
  • Ensure confidential handling of client documentation and information
  • Timely archiving and storage of client documentation
  • Manage the administration of market actions such as IPOs and Rights issues while liaising with SBG operations.


General Information

Salary rangeNot specified
Additional informationNot specified
Contract type: Permanent
Job type: Full Time
Location: Nairobi
Area of work: Accounting, finance, banking, insurance
Seniority: Experienced (senior worker)

Job Requirements

Required education: Bachelor's degree
Required relevant work experience: 5 years
Required skills: Stakeholder communication; Reporting; Compliance; Customer relations; Wealth management; Investment advise
Required languages: English (Spoken: fluent | Written: fluent)

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