Relationship Manager, Private Banking at Human Capital Partners (HCP)

Job Summary:

The role reports to the Head, Private Banking and will source and participate in the acquisition of new clients to increase the teams’ market share of clients.

Responsibilities:

• Solicit, develop, generate and manage full-service relationships with clients
• Maintain client database, keeping current client plans up-to-date and engaging 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 client’s investments and give proactive suggestions to enhance the portfolio performance on a regular basis
• Continuous analysis of the competitive environment and identify/ monitor 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
• 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 strictly with all Bank’s compliance requirements including KYC

Requirements:

• First Degree from an accredited university
• Additional professional qualifications in Investment Management, Business Management, Banking, Social Sciences or an MBA are an added advantage
• Minimum of six (6) years’ experience in credit/marketing, relationship management, treasury sales, private banking and funds management functions in the banking sector
• 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, negotiation, influencing and networking skills.
• Strong credit analysis skills