Qualifications/Experience

• BCom Degree in Business Management / Finance / Marketing.
• Certified Associate of the Institute of Bankers Master of Business Administration (MBA)
• Certified Financial Analyst.
• Minimum 5 years working experience in wealth management.
• At least 3 years in Relationship Management, in a managerial role.

Key Result Areas

• Provide superior client service, regular client visits and client interactions in order to ensure that one stays close to the clients.
• Strong cross-sell to CIB, Bancassurance and other relevant business units.
• Achieve quality and turnaround standards through relevant systems, processes and procedures.
• Keep clients updated with queries and business relations as it progresses.
• Understand and respond to client’s business and personal needs.
• Understand and apply the bank’s risk and credit policy and manage client expectations accordingly when meetings are held with clients.
• Improve team efficiency and effectiveness continuously.
• Respond within agreed timelines to tasks and responsibilities deployed onto the relevant systems.
• Build sound client relationships with staff and instill trust amongst clients t placed to manage the complexity of their business, personal and household requirements.
• Continuous client engagements needed and this to be supported with detailed call reports.
• Ensure the team delivers on all targeted products and services as measured through the relevant client management systems and the contribution statement.
• Lead teams to build and maintain effective professional relationships with low to high value profile clients through contact management.
• Lead teams to engage clients and in a manner that is relevant to their specific circumstances.
• Market and unearth sales/solution opportunities and to create advocates among their clients and new clients.
• Support teams to deliver quality client engagements.
• Manage escalated client complaint to ensure agile resolution.
• Ensure and apply compliance with Risk standards by completing specified compliance training and ensuring that teams complete theirs.
• Ensure teams execute on the client centric objectives.
• Ensure adherence to relevant systems, processes, standards, protocols, procedures and take corrective action where necessary.
• Improve client service delivery when providing tailor made financial solutions and client service.
• Manage performance of staff through regular engagements.
• Review team’s work output and deliverables and ensure corrective action is taken.
• Mentor and coach staff on identified performance gaps and track corrective action.
• Create a collaborative environment of teamwork that will ensure motivated staff that shares knowledge and information to enable decision making.
• Stay abreast in field of expertise and deliver on the expectations from stakeholders.
• Maintain a capable high performing team and ensure an environment for optimal performances.
• Manage the on boarding process of new employees.
• Attend and apply learning from relevant training programs.
• Ensure transformational targets are met for own team through consideration of targets during the staff recruitment, retention and training process and utilising suppliers listed on the preferred supplier list.
• Contribute to a culture conducive to the achievement of transformation goals by participating in Culture building initiatives.
• Participate in culture surveys and address issues raised to improve results through the implementation of action plans.
• Create a client service culture through various required interventions.
• Support and encourage staff to participate and support corporate responsibility initiative.
• Achieve operational excellence by supporting the implementation of business optimisation
  improvement through team engagement.