Qualifications

• Minimum 2:2 undergraduate degree;
  
• Preference for postgraduate business or related degree or other professional qualification (though not mandatory);
  
• Training in Portfolio Management and Asset Allocation
  
• Training in Customer Profiling and Risk Assessments
  

Experience

• Minimum 10 years working experience in banking or a related industry
  
• Previous experience in Asset & Wealth Management or Investment Banking is an advantage
  

• Supervise activities of front office, middle office and back office staff to ensure timely and efficient service delivery to Private Banking clients.
  
• Oversee and ensure the flow of client’s transactions and investments portfolio is in accordance with client’s mandate.
  
• Promote the education of clients in the wealth management space, providing personal financial advisory services that enhance the investment decisions.
  
• Review client profiles to ensure investments are in accordance with mandates, risk profiles and risk appetites.
  
• Promote the sales and services culture through coaching, guidance and staff motivation.
  
• Actively participate in the development of budgets and target as they relate the Private Banking business and ensure achievement of monthly and annual targets.
  
• Authorize capital and current expenditure for the Hub as approved by the GH.
  
• Ensure Hub operating cost is within approved budget
  
• Ensure zero tolerance for inactive/dormant accounts