Private Client Service Officer - SIPML
Stanbic IBTC Bank
5d ago
source : BetaJob

Job Details

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  • Locations : Abuja

    Job Sector : Insurance

    Job Purpose

    The role is to ensure that Private Clients in the region enjoy services that would guarantee their loyalty, as High Net worth and VIPs of the unit, by providing and delivering service excellence to these clients.

    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.

    Work closely with the RSMs, RCSMs, Compliance and Admin Officers within the region


    Driving and Coordinating 100% excellent service delivery amongst PCS clients in the region.

    Implementation of Information Technology based initiatives to increase turnaround time and satisfaction amongst PCS clients.

    Oversees the daily running of the unit across the South South region

    Providing guidance and support to team members in achieving set goals.

    Align to applicable SLAs developed for PCS clients

    Ensures direct calls and visits by a member of SIPML Exco annually.

    Visit to new and existing PCS clients within the region

    Place calls to PCS clients and key contacts in the region at least once within the quarter.

    Ensures priority treatment on processing of Benefit applications and payment

    Ensures that all Service Level Agreements are strictly adhered to in all business locations

    Collation of all information on these clients. E.g. DOB of all nuclear family members, wedding anniversary, preferred sports, club affiliations (Liverpool), hometown, religion and all other information that are considered relevant

    Organization of special events for PCS clients in the region

    Weekly check of RSA and RSA Retiree Fund to identify clients as they fall within the HNI / VIP metrics

    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

    Relationships :

    Group : BU heads in Stanbic IBTC and GIA

    Influence their service delivery; Impact the whole Group

    Description or examples : Approval and contribution to Policies

    Preferred Qualification and Experience

    Minimum of a 2.2 B.Sc. Degree from an accredited University

  • Wealth Management - Up to 5 years post NYSC experience;
  • Expertise in customer experience management

    Minimum of 2 years relevant experience in Banking preferably in relationship / transactional banking.

    Knowledge / Technical Skills / Expertise :

    Excellent knowledge of the dynamics and technical aspects of fund management and financial markets

    Understanding of policies and procedures; customer services in a first class oriented institution is desirable

    Good analytical / numerical / communication skills

    Excellent use and knowledge of NAV, MS Office applications, and other customer related tools.

    Thorough understanding of the Pensions Reforms Acts.

    Training on providing Excellent Customer Service and Financial Management. Experience in working among a Solution-Oriented team

    Experience in Customer Care duties and responding to Client Enquiries.

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