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  • Posted: Sep 2, 2016
    Deadline: Not specified
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    In 1965, the Standard Bank of South Africa merged with the Bank of West Africa acquiring businesses including a banking operation in Nigeria, which dated back to 1894. The name was then changed to Standard Bank of West Africa. Four years after the merger, Standard Bank Nigeria was incorporated locally to take over the business in Nigeria. In 1971, 13% of the...
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    Relationship Manager, Priority Banking

    • Job Type
    • Qualification
    • Experience None
    • Location Lagos
    • Job Field Banking 

    Job ID: 526947
       
    Job Description

    • Advise Priority Clients approaching Bank with complex individual needs
    • Engage Affluent and hidden affluent in advisory conversations with analytics support and collaboration with Wealth Specialists
    • Acquire and activate new Affluent/potential Affluent client referred to from ETB clients or directly to Priority Banker/Team.
    • Prepare and educate clients to interact via digital platforms

    Key Roles and Responsibilities
    Engaging and deepening activities
    Methodically engage (remote):

    • Have complete knowledge of the clients in terms of the profile & assets
    • Create analytics-backed next best conversation

    Needs/Achor Products:

    • Individual banking products (PL, CASA etc), Wealth Products

    Meet & deep sell (remote & in person):

    • Develop a comprehensive Account Plan for at least 20% of client base
    • Meet in person to meet advisory needs (once a month/quarter)
    • Connect client with specialists
    • Set up products
    • Conduct/connect for periodic CDD reviews
    • Conduct fulfillment & activate

    Services (remote):

    • Refer most servicing activities to Client Service Officers/Managers
    • As needed by clients

    Key Responsibilities
    Acquiring on referrals:

    • Connect & prepare (remote)
    • Connect & start up referred leads (including Business Client owners, CC and CIC C-level executives with more advanced needs)
    • Explain proposition & requirements in full

    Needs/anchor products:

    • PL, CASA, Wealth Products
    • Meet, deep sell & train (in person)
    • Meet, listen and determine further needs
    • Set up anchor products & initiate cross-sell
    • Conduct/connect for CDD
    • Educate and conduct initial set up for online, ATMs, Client Centre
    • Conduct fulfillment & activate

    Key Stakeholders

    • Priority Wealth Specialists
    • Client Service Manager, Affluent
    • CDD team
    • Branch Manager

    Skill Requirements
    Product broadening:

    • Enhanced multi-product Priority knowledge
    • Market and competition knowledge

    Client engagement:

    • Presentation and soft skills tailored to engaging Affluent Clients
    • Internal stakeholder engagement skills
    • Closing deals
    • Ability to drive and manage client interaction
    • Communication and presentation skills
    • Negotiation and objection handling
    • Client training on digital solutions

    Journey completion:

    • Discipline and time management to handle a client portfolio
    • Ability to solve problems and close issues without handing over
    • Strong analytical ability
    • Understanding of Priority CDD principles

    AML/CDD Clause:

    • Ensure all reasonable steps are taken to verify the identify customers.
    • Retain adequate records of identification, account opening and transactions
    • Make prompt reports of suspicious transactions (STR) and suspicious activities (SAR) using the right internal channels
    • Maintain raised awareness of Anti-Money Laundering prevention by training all staff /attending training sessions, through eLearning or any material updates provided by the Bank.

    Source of Leads:

    • Sales force generated (RM personal contacts) - Family of clients in particular
    • Affluent senior executives of employers (primarily BC/CC/CIC)
    • Affluent senior executives of employers in EB

    Associated Client Journeys

    • Acquiring from individual client referrals
    • Actively engaging during the first 3 months
    • Supporting the client on any client-initiated needs
    • Proactively reaching out to client for advice discussions
    • Delivering on transactions, service requests, mobile/online training
    • Proactively engaging with the “Hidden Affluent”
    • Updating CDD
    • Managing Client’s credit situation
    • Migrating newly Affluent.

    Target Clients:

    • Priority ETB Clients.

    Method of Application

    Interested and qualified? Go to Standard Chartered Bank on cgportal.global.standardchartered.com to apply

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