Team Member - Wealth Management

About This Opportunity

A top employer is now accepting applications for this role. You will drive the growth of the Wealth Management deposit liabilities and risk assets in the Bank for optimal profitability.

Job Purpose

To drive the growth of the Wealth Management deposit liabilities and risk assets in the Bank for optimal profitability.

Duties & Responsibilities

• Grow the assets and liabilities of the Financial Institutions Department, with a focus on the Insurance and Pensions Funds industries
• Deepen existing customer relationships in the Bank's books
• Generate new business in the target market
• Develop strategies to address customer complaints, foster customer retention, and manage all correspondences pertaining to the Unit
• Regularly appraise the activities and functions of the Unit and make recommendations for improvement to the Department Head and Divisional Head
• Perform other duties as assigned by Head of Financial Institutions & Wealth Management

Key Performance Indicators

• Revenue of accounts managed as measured by Fincon
• Business volume growth rate: Deposits and Loans
• Percentage variance in budgeted revenue
• Quality of credit portfolio
• Number of new HNI relationships won within the period
• Customer satisfaction index
• Number of accounts lost within the period
• Number of complaints received on accounts during the period

Educational Qualifications

• Minimum: First Degree or equivalent
• Post Graduate: Relevant Master's degree (advantageous)
• Professional: ACCA, ICAN, CIIN, CITN, and/or CFA, as well as SEC Certification (advantageous)

Work Experience Requirements

• Minimum 2 years' experience in a Tier 1 bank
• At least 2 years' experience in a financial-related institution in a market-facing role
• Experience in a non-bank financial institution would be beneficial

Required Skills & Competencies

• Knowledge and understanding of financial markets (local and international) and major players in the sector