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  • Posted: Aug 13, 2021
    Deadline: Sep 30, 2021
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  • Sankore Investments is a global investment and advisory boutique with a strong focus on African markets. Drawing on the strengths of our people and our strong global partnerships, we provide investment advisory services, wealth management services and offer a variety of funds designed to cater to the needs of a global clientele of both individuals and instit...
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    Relationship Manager, Wealth Management

    Job Summary

    • The Relationship Manager, Wealth Management provides operational support to the Wealth Advisors and other Business leads within the Wealth Management team in order to expand client-base, support the delivery of spot-on Client Experience, and grow Assets Under Management (AUM). This role reports to the Head, Wealth Management.

    Job Description

    • Support AUM drive-by segmenting the HNI target market and providing periodic reports on potential new business opportunities.
    • Responsible for the end-to-end process of Account opening and client onboarding.
    • Manage KYC documentation for new and existing clients.
    • Responsible for generating client statements periodically.
    • Process client redemptions and payouts as requested.
    • Provide periodic reports on AUM figures, forecasting, and other records which may be required by the Team Lead. 
    • Work closely with the Finance and Operations team on Wealth management transactions.
    • Deliver exceptional client experience through client appreciation and recognition initiatives.
    • Ensure communication to clients meets all defined internal control standards and external regulatory requirements.
    • Implement and participate in compliance-related activities within the internal teams and other stakeholders.
    • Attend product training (Roadshows) to be up-to-date with the market developments.

    Job Experience
    Minimum Qualifications:

    • Bachelor's Degree in Finance, Accounting, Business Administration, Economics, or a similar course of study from a reputable university.
    • At least 3- 5 years of work experience in the Private Banking or Financial Services industry.
    • Previous experience in a client service role in Private Banking or Financial Services.
    • A master’s degree, MBA, CFA, or other relevant post-graduate qualifications is an added advantage.

    Desired Knowledge, Skills, and Attributes:

    • Focuses on the client experience and works tirelessly on the client’s behalf.
    • Good understanding of the investment products and landscape globally or locally.
    • Strong relationship management skills.
    • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
    • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business.
    • Good knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity, and Real Estate
    • Proactive and driven with a keen eye for opportunities.
    • Outstanding written and oral communication skills including a strong track record of cross-team and cross-client team participation.
    • An energetic, positive, and innovative demeanour, with leadership skills to bring projects to successful delivery.
    • Intellectually curious.
    • A strong focus on excellence.
    • Ability to plan and prioritize effectively.
    • Proven ability to balance the demands of the various stakeholders.
    • High level of emotional intelligence and self-awareness.

    Compensation

    • Competitive and commensurate with experience.

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    Method of Application

    Interested and qualified? Go to Sankore Global on to apply

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