Relationship Manager - HNI at Integrated Corporate Services - ICSL

Principal Duties and Responsibilities

• Source and participate in the acquisition of new clients to increase the teams’ market share of the client.
• Solicit, develop, generate and manage full-service relationships with clients.
• Maintain client database, keeping current client plans up-to-date and engaging new clients on an ongoing basis.
• Provide expertise and professional investment advice using the best services and products available to ensure clients financial and non-financial goals are met.
• Provide clients with a high level of individualized customer service consistent with their service needs and expectations.
• Track client’s investments and give proactive suggestions to enhance the portfolio performance on a regular basis.
• Continuous analysis of the competitive environment and identify/ monitor the product/service needs of the customer segment.
• Keep abreast of new regulations or policies that may affect various investment decisions/strategies of clients.
• Inform clients of new financial products and services and changes to legislation regarding their savings and investments.
• Acquire a strong knowledge of financial markets, relevant legal, tax and regulatory issues as well as asset allocation models.
• Develop products in line with the needs of clients.
• Ensure that weekly and monthly activity status and performance reports for the unit are prepared for the attention of the Head of Department.
• Ensure proper KYC procedures are in place and strictly adhered to.
• Reactivation of dormant account
• Promote sales through frequent client meetings and discussions covering new products, market and industry developments.
• Develop strategic sales plan in coordination with other colleagues as appropriate
• Comply with all Bank’s compliance requirements including KYC.

Minimum Qualifications

• First Degree or its equivalent.
• Relevant professional qualifications
• A relevant master’s degree/ MBA is an added advantage.
• Minimum of 6 - 8 years cognate experience. Experience should typically be in credit/marketing, relationship management, treasury sales, private banking and funds management functions in the banking sector.

Competency and Skill Requirements:

• Good understanding of treasury and private banking products/services.
• Ability to generate income, grow customer base and manage strategic relationships with clients/ customers.
• Strong marketing, relationship management and networking skills.
• Strong client focus.
• Strong communication and presentation skills.
• High sense of responsibility, accountability and dependability.
• Proven experience in building strong internal and external client relationships
• Excellent selling and negotiation skills
• Proven track record in customer development and retention
• Excellent organizational skills
• Ability to work with all levels of senior management
• Ability to generate ideas and drive the development of new business
• Excellent strategic planning skills
• Possess the ability to mobilize internal networks and resources.