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Stanbic Bank | Nairobi, Kenya | Log in or register to see the closing date
Equities Relationship Officer - Wealth & Investment
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- Bachelor's degree
- Accounting, finance, banking, insurance
- Experienced (senior worker)
- Full Time
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.
- 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 InformationSalary range
: Not specifiedAdditional information
: Not specifiedContract type
: PermanentJob type
: Full TimeLocation
: NairobiArea of work
: Accounting, finance, banking, insuranceSeniority
: Experienced (senior worker)
Job RequirementsRequired education
: Bachelor's degreeRequired relevant work experience
: 5 yearsRequired skills
: Stakeholder communication; Reporting; Compliance; Customer relations; Wealth management; Investment adviseRequired languages:
English (Spoken: fluent | Written: fluent)
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