Vacancy Title:
Relationship Manager, Priority

Jobs at:
Standard Chartered Bank

Deadline of this Job:
11/May/2018

Duty Station:
Nairobi, Kenya

Job Details:
JOB PURPOSE

Mandate

• Advise Priority Clients approaching Bank with complex individual needs
  
• Engage Affluent and hidden affluent in advisory conversations with analytics support and collaboration with Wealth
  Specialists
  
• Acquire and activate new Affluent/potential Affluent client referred to from ETB clients or directly to Priority Banker/Team
  
• Prepare and educate clients to interact via digital platforms

KEY RESPONSIBILITIES
Engaging and deepening activities
Methodically engage (remote)

• Have complete knowledge of the clients in terms of the profile & assets
  
• Create analytics-backed next best conversation
  Needs/Anchor Products
  
• Individual banking products (PL. CASA etc.). Wealth Products

Meet & deep sell (remote & in person)

• Develop a comprehensive Account plan for at least 20% of client base
  
• Meet in person to meet advisory needs (once a month/quarter}
  
• Connect client with specialists
  
• Set up products
  
• Conduct/connect for periodic CDD reviews
  
• Conduct fulfillment & activate

Services (remote)

• Refer most servicing activities to Client Service Officers Managers
  
• As needed by clients

Acquiring on referrals

Connect & prepare (remote)

• Connect & start up referred leads (including Business Client owners. CC and ClC C-level executives with more advanced needs)
  
• Explain proposition & requirements in full Needs/anchor products
  
• PlL. CASA. Wealth Products Meet, deep sells &train (in person}
  
• Meet, listen and determine further needs
  
• Set up anchor products & initiate cross-sell
  
• Conduct/connect for CDD
  
• Educate and conduct initial set up for online, ATMs. Client Centre
  
• Conduct fulfillment & activate

KEY STAKEHOLDERS
Priority Wealth Specialists
Client Service Manager. Affluent
CDD team
Branch Manager

SKILL REQUIREMENTS
Product broadening

• Enhanced multi-product Priority knowledge
  
• Market and competition knowledge
  Client engagement
  
• Closing deals
  
• Ability to drive and manage client interaction
  
• Communication and presentation skills
  
• Negotiation and objection handling
  
• Client training on digital solutions
  Journey completion
  
• Discipline and time management to handle a client portfolio
  
• Ability to solve problems and close issues without handing over
  
• Strong analytical ability
  
• Understanding of Priority CDD principles

AMUCDD
Ensure all reasonable steps are tal-(en to verify the identify customers.

• Retain adequate records of identification. Account opening and transactions
  
• Make prompt reports of suspicious transactions (STR) and suspicious activities (SAR) using the right internal channels
  
• Maintain raised awareness of Anti-Money Laundering prevention by training all staff/attending training sessions. Through eLearning or any material updates provided by the Blank

Job Application Procedure
Submit your CV and Application on Company Website: Click Here