Relationship Manager at MacTay Consulting

Principal Responsibilities:

• Source and participate in the acquisition of new clients to increase the teams’ market share of clients.
• Solicit, develop, generate and manage full-service relationships with clients.
• Maintain client database, keep current client plans up-to-date, and engage new clients on an ongoing basis.
• Provide expertise and professional investment advice using the best services and products available to ensure clients' financial and non-financial goals are met.
• Provide clients with a high level of individualized customer service consistent with their service needs and expectations.
• Track clients’ investments and give proactive suggestions to enhance the portfolio performance on a regular basis.
• Continuous analysis of the competitive environment and identifying/monitoring the product/service needs of the customer segment.
• Keep abreast of new regulations or policies that may affect various investment decisions/strategies of clients.
• Inform clients of new financial products and services and changes to legislation regarding their savings and investments.
• Acquire a strong knowledge of mutual funds, financial markets, relevant legal, tax, and regulatory issues, asset allocation models, and retirement programs.
• Develop products in line with the needs of clients.
• Ensure that weekly and monthly activity status and performance reports for the unit are prepared for the attention of the Head of Department.
• Ensure proper KYC procedures are in place and strictly adhered to.
• Reactivation of dormant account
• Promote sales through frequent client meetings and discussions covering new products, market and industry developments.
• Develop strategic sales plan in coordination with client managers and other colleagues as appropriate
• Comply with all Bank’s compliance requirements including KYC

Minimum Qualifications

• First Degree or its equivalent.
• Additional professional qualifications in Investment Management, Business Management, Banking, Social Sciences or an MBA are an added advantage.
• Minimum of 6-8 years cognate experience. Experience should typically be in credit/marketing, relationship management, treasury sales, private banking, and funds management functions in the banking sector.

Competency and Skill Requirements:

• Good understanding of treasury and private banking products/services.
• Ability to generate income, grow customer base and manage strategic relationships with clients/ customers.
• Strong marketing, relationship management, and networking skills.
• Strong credit analysis skills.
• Strong client focus.
• Strong communication and presentation skills.
• High sense of responsibility, accountability, and dependability.
• Proven experience in building strong internal and external client relationships
• Excellent selling and negotiation skills
• Proven track record in customer development and retention
• Excellent organizational skills
• Ability to work with all levels of senior management
• Ability to generate ideas and drive the development of new business
• Excellent strategic planning skills
• Possess the ability to mobilize internal networks and resources