Team Lead, Affluent Clients
STANDARD BANK
Abuja
1d ago
source : NigeriaJob.com

Position : Team Lead, Affluent Clients

JOB PURPOSE

  • Attract, acquire and maintain a portfolio of important revenue generating client relationships within the defined affluent market segment.
  • Deliver and provide on-going service for a broad range of fee income and retail banking and investment products and services appropriate to affluent client.
  • Grow portfolio profitability through the utilisation of available multi-channel delivery strategies, such as actively managing customer migration onto electronic banking channels.
  • Manage customer migration between segments, sub segments and the Private Banking business.
  • Proactively and timeously identifies potential problem accounts and formulates appropriate risk mitigating strategies.
  • Understands clients risk profile and maximises the risk vs. reward’ balance for individual clients by optimising product mix.
  • Provides personalised services to clients.Cross selling products to existing business customers and prospects and makes referrals to branches and other lines of business as appropriate.
  • Comply with rules, regulations, and legislation governing the financial services industry.
  • KEY RESPONSIBILITES

    Achievement of relationship manager sales budget

    Growth / Volume Customer acquisition and retention

  • Client profitability and Risk Management.
  • Cross-sell existing bank and group financial product and services to obtain greater share of wallet.
  • Execution of customer plan.
  • Resuscitate, retain and increase revenues from dormant, current and new private banking relationships.
  • Manage and own relationships with up to 200 clients in portfolio.
  • Job is largely a sales and marketing role with much time spent out marketing with a fair amount of travel for presentations and marketing of banks product and services.
  • Maintain close contacts with clients in the portfolio to establish an intimate knowledge of client’s needs.
  • Build incredible internal network within the group, to ensure the synergies and teamwork needed to maximise sales opportunities and optimise service delivery.
  • Develop strong partnership with Transactional bankers and rest of suite team to ensure excellent and seamless service.
  • demonstrate hands-on experience in investment banking and Portfolio / Investment Management

    Required profile for job ad : Team Lead, Affluent Clients

    QUALIFICATIONS

  • A first degree or equivalent in any discipline and relevant professional certification in Banking, Business and Finance such as Chartered Financial Analyst (CFA)
  • or Associate of Chartered Institute of Bankers (ACIB) from the Chartered Institute of Bankers of Nigeria (CIBN).
  • A Master’s degree in Business / Finance or its equivalent would be an advantage.
  • Minimum of 3 - 5 years relevant banking experience, preferably in a customer facing role and strong relationship management.
  • Must demonstrate hands-on experience in investment banking and Portfolio / Investment Management
  • Job criteria for job ad : Team Lead, Affluent Clients

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