Summary
Date Posted: Thursday, August 03 2023, Base Salary: Not Disclosed

JOB DETAILS:
Job Purpose
This position ensures delivery of a professional strategic co-ordination of the Bank’s overall Strategy to develop the Private Banking Segment and offering, in both the product and the financial aspects, as well as increasing clients’ portfolio. This position ensures the achievement of superior customer service and directs the overall performance of the Bank’s High Net Worth offering. Also responsible for Customer Value Proposition (CVP) embedment and operationalization of the Bank’s Private Banking segment.
Requirements
Under the supervision of the Head Retail Banking the following are among the

Job Key Responsibilities:
• Responsible for the growth of portfolio on deposits, loans, fees, commissions and interest income Driving focus on a customer-focused sale and servicing environment
• Ensures that the full value chain of this segment proposition is realized for the Bank
• Conducts market sizing and provide initiatives to catch up with the market.
• Ensure brand and offering consistency across the channel offering for this segment.
• Manage for value a team of personal bankers in growing the customer proposition that serves the high net worth.
• Managing an own book to generate Net New Money & Revenues for the Private Banking segment Identify new prospects and develop them to become clients.
• To work closely with key client relationships and other units within the Bank on the origination of direct investment opportunities in order to grow and maintain them.
• Establish and develop strong partnerships throughout the entire Private Bank and other business lines, including close collaboration with the Corporate Banking & Retail Banking units.
• Increase the clients’ share of wallet and contribute to the diversification of the Private Banking segment
• Cross-refer clients to other business units of the Bank (Corporate Banking, Trade Finance, Treasury and others)
• Stay close to customer events, needs and offering by having regular interaction including calls, visits and customer events.
• Ensure proactive consultation with customers on a regular basis.
• Ensure that all regulatory requirements are met and complies with all internal policies and procedures.
• To conduct training for subordinates in areas of concern e.g. sales, complaints handling, process, operations, controls, customer service etc.
• To share knowledge and experience and best practice with team members in order to ensure that team performance complies with set service standards
• Any other responsibilities or tasks as assigned by management.

External:
• Local Regulators on statutory matters
• Stock market
• Professional bodies
• Events managers
Internal:
• Corporate Banking Departments
• Retail Banking Departments
• Treasury Departments
• Information Technology
• Corporate affairs
• Customer Service

Qualifications/Experience
• Grade 12 Credit or above mandatory in Mathematics and English and any other three subjects.
• University degree in a Business-related Field or professional qualification from a recognized university.
• Diploma in Banking and Finance as added advantage
• Minimum of atleast five (5) years banking working experience and of which three (3) years at a supervisory level.
• Understanding of taxation laws and practical experience in application.
• Appreciation of securitization and investment options.
• Ability to profile customers and assess the needs of Private banking clients.
• Understanding of all Zanaco Retail products and account opening, KYC Requirements.
• Understanding of relevant legislation eg KYC, Anti – Money laundering, Banking code.
• Ability to read market trends and inform the decision-making process.
• Understanding of people policies and processes
• Demonstrated complaint handling and skills certifications

Job Core Competencies
• Verbal and written communication
• Delighting customers
• Networking/Liaison
• Persuading and selling
• Drive for results
• Analytical thinking
• Team work
• Customer service orientation
• Analysis
• Monitoring
• Problem solving
• Conceptual thinking
• Strategic leadership
• Presentation and facilitation

Work Hours: 8

Experience in Months: 60

Level of Education: Postgraduate Degree

Job application procedure
• Interested and qualified? Click here to apply

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