Multinational Bank Assistant Relationship Manager

Multinational Bank Assistant Relationship Manager

Multinational Bank

Job Title: Assistant Relationship Manager – Private Clients

Job Ref: 6175

Open to Kenyan resident bankers and qualified Kenyans in the diaspora.

Responsibilities

Overall Job Purpose

• Support the Private Clients Goal Based Financial Planning Philosophy by providing end to end, relationship based support to the Wealth Manager’s portfolio of clients through implementing appropriate financial solutions,
• To maintain a high level of integrity and ethical standards.

Client Service and Relationship Building

• Establishes and builds one-on-one relationships with clients based on mutual respect, in assigned portfolio by delivering exceptional service levels, specifically focusing on a pro-active contact (calling) strategy and programme.
• Ensures successful retention of existing customers in assigned portfolio by strengthening and expanding relationships. This is achieved by intimately understanding the customer, servicing the customer’s business and personal financial needs and focusing on the management of key accounts.
• Interacts and build relationships with (Product Owners) Business Banking Account Executive’s, Private Banking and (CIB) Corporate and Investment Banking Relationship Managers, in order to provide a seamless solution to the client’s banking requirements. To assist with related queries where possible, and facilitate when specialist advice is required by referring to appropriate experts
• Manages the “Cost of Sales” through evaluation of margins, cost of service and utilisation of the multi-channel delivery strategies,

Profitable growth in portfolio sales (On and Offshore)

• Acquires new business for the portfolio in line with the Customer Value Proposition segment specifications, acquisition targets to increase market share and specific sales strategies.
• Maximises bank profitability and ensure value add to customers through cross-selling specifically focusing on wealth leads and lending opportunities. This includes the complete spectrum of Transactional Banking accounts, Investment accounts, Foreign exchange requirements, Non Resident, Exchange control and Offshore banking requirements,.
• Attend to pricing concession requests around transactional banking products

Lending Management

• Structures credit applications effectively, focusing on high quality motivations
• Advises customers on lending product selection, by recommending products to meet their specific needs
• Manage turnaround times and receipt of documents until limit loaded and all conditions have been satisfied
• Restructures debt for efficiencies bringing a customer’s asset base under one roof

Risk Management and Compliance

• Attend to all risk matters, including all KYC/FAIS and other regulatory matters.
• Ensures that procedures laid down in Group Reference Guide are adhered to and, where flexibility needs to be exercised, that the necessary dispensation is held
• Ensures proper record keeping in terms of Financial Advisory and Intermediary Services Act as well as the Financial Intelligence Centre Act requirements.

Team Training

• Assist in up skilling new team members around processes and Transactional Banking products
• Qualifications
• 4 – 5 years’ branch banking experience, with exposure to telling, enquiries, service, BDC/Forex, assets and overall customer service

How to Apply

Apply by noon, 11th May 2015 to recruit@manpowerservicesgroup.com quoting the job reference number and indicate your current or past gross monthly salary.