Relationship Manager Custody Services

Main Duties & Responsibilities

• Source, expand and retain existing client relationships so as to increase market share and profitability.
• Ensure financial and business growth targets assigned are achieved.
• Ensure customer satisfaction, retention, and identification of repeat and new business opportunities.
• Responsible for managing existing portfolio of clients through continuous reviews and identification of client needs.
• Provide service to customers with regard to account information, and queries raised.
• Facilitate problem resolution with specialized units.
• Contract review and negotiation with current and potential clients.
• Source and prepare tenders / presentations for potential business opportunities.
• Ensures all client KYC/AML documentation is up to date.
• Identify and manage the risks associated with custody services business.
• Provide a service focused, knowledgeable and experienced point of contact for new and existing clients.
• Attend Client meetings, Annual General Meetings, new business pitches and make presentations as appropriate.
• Work closely with the Client investment committees and Fund secretaries so as to bolster good working relationship.
• Ensure that all Custody Reports are submitted to clients as per SLA timelines.
• Responsibility for resolution of audit matters for custody services clients.
• Ensure billing and collection of revenue for custody services rendered.
• Maintain high level integrity and ethical standards – Uphold highest levels of integrity and ethical standards.

Experience and Education

• University Degree from a recognized institution.
• Capital Markets Program Certification, at least CISI-1.
• Five (5) years’ banking experience in the financial/banking sector, three (3) of which should be in Relationship Management in Investment/Custodial Services.
• Excellent banking operations skills.
• Excellent problem-solving skills.
• Excellent emotional intelligence skills.
• Strong persuasion, management, and communication skills.
• Strong organizational skills.
• Excellent stakeholder management skills.
• Creative approach, with the ability to anticipate challenges and develop innovative solutions.