Wealth Collaboration Manager - SIPML at Stanbic IBTC

Job ID: 38791
Location: Lagos Island, Lagos
Job Sector: Banking

Job Purpose

• The holder is responsible for ensuring that users Network, Local Area Network, Wide Area Network and IP Phones issues are attended to promptly and within SLA.
• S/He is to provide network and voice support for Stanbic IBTC Pension Managers Limited offices nationwide.
• S/He is responsible for administering the company’s Internet access, maintain integrity of the network, administer and maintain Contact Center Applications.

Key Responsibilities/Accountabilities
The Wealth Group:

• Drive collaboration between the Wealth Group companies and the Bank with the objective of increasing corporate client coverage
• Generate sales leads to achieve client acquisition targets and increase assets under management for each business under the Wealth Group by harnessing opportunities from the Client Coverage database
• Develop a comprehensive understanding of the products and services of the individual businesses in the Wealth Group
• Ensure sales lead generation targets are met
• Promote cross-selling of the Group’s products by providing referrals to the respective sales teams/branches
• Provide relevant feedback to assist strategic planning and decision making

The Client:

• Provide sound wealth management advice to corporate and individual clients with regards to their long-term wealth management, insurance, estate and retirement planning needs
• Work with the respective Sales teams to prepare pitches for clients and prospects
• Act as a liaison between the Wealth Group and the Bank.

Regulatory, Audit & Compliance:

• Ensure compliance with KYC requirement with emphasis on completion of Account Opening documents and fulfilment of standard regulatory and compliance guidelines with respect to clients’ requests and documentation

Key Perfomance Measures:

• Drive sales to the Pension, Asset Management, Insurance Brokers and Trustee businesses through effective collaboration with the Bank
• Integrity of the brand
• 100% KYC documentation
• Develop an up-to-date understanding of the businesses across the Wealth Group
• Constant generation of new leads and conversion of these leads to sales from the CIB and PBB databases
• Excellent customer service experience
• Project a positive image of the Wealth Group that depicts professionalism and engenders confidence in the minds of clients regarding their investments.

Internal & External Relationships
Internal Relationships:

• Wealth Business Development Teams
• Fund Managers
• SIBTC Client Coverage team

External relationships:

• Existing Group Clients
• Potential Clients
• Competitors

Preferred Qualification and Experience

• Candidate must possess a minimum of first degree in any discipline
• Post Graduate Qualification/Professional Certification will be an added advantage
• Candidate must have a minimum of 6 years relevant experience

Knowledge/Technical Skills/Expertise:

• Strategic Orientation
• Commercial Orientation
• Consulting & Relationship Management skills
• Customer service skills
• Ms Office suite proficiency
• Financial and Management skills
• Risk Management
• Leadership