Relationship Managers/Wealth Managers - Mombasa at Rose Avenue Group

Job Description

The Relationship Managers/Wealth Managers will be responsible for promoting the development & growth of the Wealth Management Segment through acquisition & nourishing of Wealth customer’s relations through selling a value adding financial advice for a portfolio of CIB Wealth clients aiming to achieve the financial ambitions and aspirations of Wealth customers faster & at a less cost.Job Responsibilities

Sales & Service

• Manage efficiently the portfolio of customers designated, Acquire NTB customers, enrol and upgrade existing customers along with cross selling all exclusive products to the customers, to increase portfolio penetration and to achieve his/her set target and meet the annual approved plan
• Review reports provided from the Quality Assurance Department & Call Centre which indicates the level of services & rate of complaints, then ensure that any Wealth customer complaint is solved as well as striving for achieving the best in class service through professional customer handling.
• Track Wealth customers’ inflows & outflows on a daily basis and contact customers to seek information behind un expected behaviours.
• Handle all account opening & its related operations process including system input & data entry.
• Ensure that the work area is maintained in good condition and that product marketing material is available, prominently displayed and updated
• Provide best in class service level to the portfolio while ensuring efficient reachability and contacting all existing customers in portfolio in predefined time manor.
• Log on CRM all sales activities & customer interactions.
• Act on CRM leads generation by contacting and converting opportunities within predefined TAT and conversion/contact rate.
• Execute sales plan that ensure performance efficiency vs. Target and exceed productivity benchmark.
• Introduce and promote alternative channels to customers to support achieving digital offloading strategy.

Reporting, Communication & Coordination:

• Respond positively & diligently to colleagues and coordinate and communicate effectively with branch staff and support units to ensure that customers’ requests are processed timely and efficiently.
• Ensure that the required awareness about the value proposition is provided to Branch Managers & all Branch Staff in order to create quality referrals.
• Develop knowledge and information about competitor activity, pricing and tactics and communicate with the Wealth District Head & the Wealth Segment Management to ensure CIB’s edge within the market.

Policies, Processes and Procedures

• Follow all relevant department policies, processes, standard operating procedures and instructions so that work is carried out in a controlled and consistent manner.

Day-to-day management

• Implement the day-to-day operations assigned for the Branch to ensure compliance with the established standards and procedures.

Compliance

• Comply with all relevant CBE regulations, banking laws, AML regulations and internal CIB policies and code of conduct in order to maintain CIB’s sound legal position and mitigate any potential risks.

Other Requirements

• A Bachelor’s degree in a business-related field.
• Minimum 6 years’ Sales experience (Relationship Manager) in consumer banking and/or commercial banking, with a proven top-performance record.
• Ideal candidate will have sales/wealth management experience working in Tier 1 or Tier 2 banks.
• Great knowledge and understanding of products pertaining to High Net Worth customers and/or Corporates.
• Sales-driven and Achievement Oriented i.e. strives to achieve results and enjoys being judged on performance standards.
• Analytical/data-driven/numerical skills
• Strong Networking skills and Street Smart
• Strong Problem-Solving skills i.e. critical thinking, decision-making, creative
• Strong Relationship Management skills.
• Excellent Communication and Interpersonal skills: Ability to build rapport easily with customers, and have the ability to work individually and as part of a team.
• Personal Ethics: Must be honest, fair, just but firm with himself, and of high integrity.