Fresh Jobs at Stanbic IBTC

Job Purpose

The role involves bringing bespoke services to our Private Clients across our various regional offices in our quest to earn their loyalty as High Net worth individuals and VIPs of the Brand. The PCS officer is also expected to spot/identify opportunities and generate new business(s) for the group at large.

Work closely with regional Coordinator who will be responsible for ensuring that all regulatory visitors to the region are well attended to and acting as the company’s representative where a single individual is required to act on behalf of the region as a whole.

Key Responsibilites

Draw up customer plan detailing the clients’ personal interests including immediate family.

• Build strong relationships with new, existing and potential PCS client base by being proactive and understanding "what keeps clients awake at night.

• Ensure understanding of client’s other requirements outside of Pension and connect inherent opportunity to a Product-House within the group.

• Collation of all information on these clients e.g. DOB of all nuclear family members, wedding anniversary, preferred leisure activities, hometown, religion, etc. all other information that are considered relevant.

• Deliver exceptional levels of service to clients – high performance service culture

• Ownership of clients issues and keeping clients informed

• Treating clients with respect and empathy

• Attend to all client requirements in a timely manner.

• Build a strong internal and external network of contacts to assist in providing client service

Achieve minimum of 10 scheduled visits per week; mine existing relationships and collaborate effectively

• Carry out physical visits to new and existing PCS clients within the region at least once a quarter.

• Carry out functions as a wealth advisor, looking for opportunities within the group.

• Ensure adherence to all group standards / policies

• In the event that clients are unavailable for a physical visit, place and log telephone call interactions.

• Ensure that procedures laid down in the Group reference Guide are adhered to and, where flexibility needs to be exercised, that the necessary dispensation is held

• Ensures proper record keeping.

• Ensure direct calls and visits by a member of SIPML Exco annually to clients with a yet-to-be-determined AUM.

• Prepare call memos within 48 Hours of client visits highlighting the salient discussions held and decisions reached. This must also include an action plan detailing the next steps to be taken.

• Ensure priority treatment on processing of Benefit application and payment

• Benefit application and payment

Maintain a weekly report of all client engagement and account activities 

• Ensure daily activities are captured and forwarded weekly for onward collation

• Weekly check of RSA and RSA retiree Fund to unearth clients as they fall within the HNI/VIP metric.

Provide High quality Client engagement (Personal, Seminars & Networking events)

• Build strong relationships with existing client base by engaging in activities that are important to client.

• Ensure that clients are kept abreast of the happenings in the Macro and Global Economies to enable them make informed investment decisions. 

Periodic client review and appreciation 

• Organization of  special events for PCS clients in the region

• Ensure implementation of loyalty initiatives and distribution year end gifts to all PCS clients within the region

• Assist HNI Clients to resolve e-channels related issues and encourage them to adopt e-channels

Qualifications

• Minimum of Bachelors Degree

• Relevant Post-graduate business qualification is an added advantage

• Up to 5-7 years post NYSC experience; Expertise in customer centricity 

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Job Purpose

The role involves bringing bespoke services to our Private Clients across our various regional offices in our quest to earn their loyalty as High Net worth individuals and VIPs of the Brand. The PCS officer is also expected to spot/identify opportunities and generate new business(s) for the group at large.

Work closely with regional Coordinator who will be responsible for ensuring that all regulatory visitors to the region are well attended to and acting as the company’s representative where a single individual is required to act on behalf of the region as a whole.

Key Responsibilites

Draw up customer plan detailing the clients’ personal interests including immediate family.

• Build strong relationships with new, existing and potential PCS client base by being proactive and understanding "what keeps clients awake at night.

• Ensure understanding of client’s other requirements outside of Pension and connect inherent opportunity to a Product-House within the group.

• Collation of all information on these clients e.g. DOB of all nuclear family members, wedding anniversary, preferred leisure activities, hometown, religion, etc. all other information that are considered relevant.

• Deliver exceptional levels of service to clients – high performance service culture

• Ownership of clients issues and keeping clients informed

• Treating clients with respect and empathy

• Attend to all client requirements in a timely manner.

• Build a strong internal and external network of contacts to assist in providing client service

Achieve minimum of 10 scheduled visits per week; mine existing relationships and collaborate effectively

• Carry out physical visits to new and existing PCS clients within the region at least once a quarter.

• Carry out functions as a wealth advisor, looking for opportunities within the group.

• Ensure adherence to all group standards / policies

• In the event that clients are unavailable for a physical visit, place and log telephone call interactions.

• Ensure that procedures laid down in the Group reference Guide are adhered to and, where flexibility needs to be exercised, that the necessary dispensation is held

• Ensures proper record keeping.

• Ensure direct calls and visits by a member of SIPML Exco annually to clients with a yet-to-be-determined AUM.

• Prepare call memos within 48 Hours of client visits highlighting the salient discussions held and decisions reached. This must also include an action plan detailing the next steps to be taken.

• Ensure priority treatment on processing of Benefit application and payment

• Benefit application and payment

Maintain a weekly report of all client engagement and account activities 

• Ensure daily activities are captured and forwarded weekly for onward collation

• Weekly check of RSA and RSA retiree Fund to unearth clients as they fall within the HNI/VIP metric.

Provide High quality Client engagement (Personal, Seminars & Networking events)

• Build strong relationships with existing client base by engaging in activities that are important to client.

• Ensure that clients are kept abreast of the happenings in the Macro and Global Economies to enable them make informed investment decisions. 

Periodic client review and appreciation 

• Organization of  special events for PCS clients in the region

• Ensure implementation of loyalty initiatives and distribution year end gifts to all PCS clients within the region

• Assist HNI Clients to resolve e-channels related issues and encourage them to adopt e-channels

Qualifications

• Minimum of Bachelors Degree

• Relevant Post-graduate business qualification is an added advantage

• Up to 5-7 years post NYSC experience; Expertise in customer centricity 

go to method of application »

Job Purpose

• Provide transaction origination, execution and administrative support to senior members of SIIF team.

Key Responsibilites

• Ability to retrieve data from a wide variety of data sources and interpret and present accurate and dependable data
• Ability to develop sound, presentable models with integrity
• Ability to upload financial data into model templates with minimal errors in line with standard financial principles & conventions
• Equity and fixed income valuation utilising various methodology
• Assist in preparing transaction documents such as term sheets
• Assist in preparing pitch documents to prospective clients and investors
• Assist with periodic fund-raising activities to grow the AUM of SIIF
• Support marketing initiatives to promote awareness and generate interest in the fund from both investors and project sponsors
• Keep abreast of new regulations and stay abreast of macroeconomic and infrastructure sub-sector developments globally and locally
• Maintaining proper filing records
• Assist senior members of the team in day-to-day work as delegated and carrying out other duties as required
• Understanding adherence to transaction timelines and deliverables
• Client liaison where required
• Ensure that transactions are executed in line with the relevant rules and regulations and internal SIIF procedures
• Assist with special ad-hoc projects, presentations and initiatives as assigned.
• Preparation of periodic reports to management and board

Qualifications

• Bachelors Degree in Economics, Accounting, Banking & Finance, Business Administration, Law, Engineering or other related discipline;
• Masters Degree and/or professional certification from a recognized institution, will be an advantage
• Minimum of 1 – 3 years work experience, preferably from a finance or research background or public sector
• Background in credit, investment banking, corporate finance, investment management management/research, public sector or related discipline will be an advantage.

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Job Purpose

• To grow and develop insurance income for SIIBL and deliver profitable revenue streams from within and outside of the Stanbic IBTC Group.

• Ensure effective cross sell of insurance products and services across all major product lines.

• Execution of the regional sales strategy to achieve all revenue goals and targets through engagement with both external and internal stakeholders.

• Expansion of the Stanbic IBTC Group business through identification of revenue opportunities and harnessing of this revenue streams.

• Effective management and supervision of regional sales agents network.

Key Responsibilites

Financial Outcome: Achieve monthly sales target of Insurance brokerage commission

• Achieve assigned monthly Insurance brokerage commission target

• Achieve assigned monthly/yearly insurance policy target

• Achieve assigned new customer acquisition for both personal and business lines

• Identify, initiate and convert leads for SIIBL

• Grow SIIBL wallet share of customer’s insurance portfolio by harnessing and upselling insurance products.

• Provide advice to corporate clients on managing and transferring risk using insurance solutions

• Ensure timely engagement and follow up of customer’s insurance renewal of all Insurance portfolios or arrangements.

• Maximize the insurance revenue opportunities in conjunction with the various business segments in Wealth and the Bank

•  Ensure penetration into Customers own insurance arrangements by harvesting the Banks client base in CIB, PBB and Wealth thereby reducing leakage of potential revenue.

• Operate within the NAICOM guidelines and framework so as to avoid sanctions or infractions to the Company.

• Make physical / telephone calls / e-mails to clients for customer interactions

• Organize and facilitate Interactive sessions

• Effectively communicate and follow through, with client requests to Underwriting, claims and support units

• Ensure prompt provision of KYC documents to avoid delays in providing insurance cover to clients and refund of premiums received.

• Consistently identify value to our customers by leveraging the various resources within the group

• Grow SIIBL’s share of mind among clients/ organizations in assigned institutions

• Proffer possible strategies/ways to improve sales and relating to customers.

• Identify key insurance opportunities outside of the borrowing customers of Stanbic IBTC Bank and appropriately position SIIBL to capture the business and revenue streams

• Grow the SIIBL business within the region through regular engagement with prospective clients within and outside of the Group.

• Views day-to-day decisions, relationships and operations in terms of the bigger picture, keeping the overall/long term strategic objectives of SIIBL and the Group in general in mind

• Have a good understanding of both traditional and non-traditional competitors, their drivers, products, strengths, vulnerabilities, market share/client base and the impact that these factors have on the Bank’s value proposition to the client base

• Support insurance sales in the network through awareness, training and a “helpdesk” function for relationship officers and sales consultants in the various business segments

• Embark on key joint calls with other business units within the region where required

• On-board, train and supervise sales agents to deliver on monthly premium targets.

Client Focus: Customer Service Quality and Efficiency

• Ensure adherence to set turnaround times with respect to customer relationship management processes.

• Ensure accurate recording of both insurance direct sale and cross sell revenue and sales per product or service.

• Ensure all policies and products are competitive and remain competitive by conducting ongoing market and competitive analysis.

• Provide excellent service to existing policy holders and ensure clients are notified before insurance policies expire

• Ensure all insurance policies provide cover that is relevant and in line with good local market standard

Risk and Conduct: Ensure Compliance in line with Stanbic IBTC Group standards

• All customers on boarded must meet minimum KYC in line with the AML CFT policy and company PEP guidelines.      

• All information shared with the customer and instruction received from customers must be captured via Call Memos or Call logs. Meeting notes must be shared with customers and filed accordingly

• Adherence to the SIIBL Business Development Department Manual and all employee group policies.                                                                                      

• Completion of all People fluent training and agreed personal development plan                                                                                                     

• Adherence to the scheduled Leave Plan                                                                                                                                          

• Maintain Zero tolerance for regulatory breaches                                                                                                                           

• Minimize reputational risk exposure.                                                                                                                                                     

• Maintain zero tolerance for repeat GIA or internal control findings.                                                                                        

• Prompt reconciliation of income/premium and avoidance of all internal breaches                                                            

• Minimize Ops losses and ensure it does not exceed the 0.5% benchmark.                                                                                     

• Operate within the NAICOM guidelines and framework so as to avoid sanctions or infractions to the Company

• Educate and enlighten clients employers about the dynamics of the Insurance industry

• Continuously monitor market trends in the insurance industry, including the regulatory and legal framework, with a view to assessing the possible impact on the insurance brokerage

• Ensure adherence to code of ethics and all other related guidelines

• Ensure smooth internal & external stakeholder management 

Qualifications

• First Degree in any field of study

• Minimum of 5-7years sales experience with exposure in business development, sales and relationship management

• Minimum of five years’ experience in sale of Financial products and services in a Financial Institution