Banking + 2 more
Description
Bachelor’s degree in Business, Finance, Economics, Banking, or a related field.
Professional qualifications such as CFA, CPA, ACCA, CIB, or CISI.
Certification in Wealth Management, Investment Advisory, or Relationship Management.
Minimum 5–7 years’ experience in Relationship Management, Private Banking, Wealth Management, or Corporate Banking.
Proven experience managing HNI or affluent client portfolios.
Strong track record in sales, portfolio growth, and client retention within the financial services industry.
Responsibilities
Relationship Management and Financial Performance
To be the first point of contact for clients for the allocated regional portfolio
Proactively onboard and engage existing clients on the Group’s offering, educate on new changes in the bank/industry and share advisory communication.
Deliver deposit, loans, investment, insurance and revenue targets.
Leverage the ecosystem opportunities across all business segments to target quality business and grow value.
Customer Excellence
Digitize and cross sell to increase product holding to a minimum of 4 (Save, Invest, Borrow & Insure)
100% CRM utilization on service, sales pipeline and client contact program.
Ensure correct carding of clients in the portfolio with minimum utilization of 75%.
Achieve best bank in HNI Banking in the country measured by wallet size growth, customer satisfaction score and NPS rating.
Migrate transactions to digital channels – minimum of 60%.
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