Wealth Advisory Manager
Job Purpose
·
Provide specialist Investment advise
to clients and Relationship Managers to meet Clients’ desired risk/investments
and feedback to ensure provision of best solution.
·
Liaise with product specialists
within the central WM Product Development team to discuss client requirements
and feedback to ensure provision of best solutions.
·
Provide portfolio analysis and liaise
with Clients on own portfolio to feedback on portfolio performance and seek
opportunity to cross sell and deepen wallet share.
·
Work with assigned RMs/ Branches to
increase penetration of investment products within segments by 10%
Alignment to WIDEN.
Alignment to WIDEN.
Responsibilities
·
Investment Advise Provision
·
Provide advise on quality of clients
existing portfolio based on sound assets allocation principles.
·
Understand client risk appetite,
investment preference and return expectation through consultation with Client
Advisor and indirect client meeting.
·
Trusted investment Advisor of choice
e.g. acts as sounding board for competitor proposals.
·
Provide timely analysis of market and
product information
·
Be capable of addressing multi-assets
class and different products requirements.
·
Review client investment portfolios
on an annual basis.
·
Educate client on new product ideas.
·
Provision of relevant solutions given
client needs/objectives.
·
Understand specific client issues,
including restrictions to provide optimal solutions
·
Identify opportunities/solutions from
the wider Stanbic Bank which benefit the client
·
Focus on suitability of investments
for clients.
·
Direct marketing to certain clients
and co-marketing with Relationship Managers
·
Deliver solutions/proposals which
lead to action by clients
·
Promote higher share of wallet from
clients.
·
Ensure that the Anti Money Laundering
requirements are followed as follows:
·
Take all reasonable steps to verify
and identify our customers.
·
Retail adequate records of
identification, account opening and transactions
·
Make prompt reports of suspicion
transactions using the right internal channels.
·
Raise awareness on Money Laundering
prevention by training all staff/attending training sessions.
·
Timely and accurate dealing of
Clients’ orders
·
Track and provide regular feedback on
processed transaction/solution to clients
Qualification
·
Relevant University Degree from a
Recognized University.
·
4 years of experience in Wealth
investment Advisory field.
·
Understanding products and markets
that are highly fluid and technical.
·
Remaining current with day-to-day
offshore market issues, development and customer demands.
·
Analysing customer portfolios and
development of compelling and profitable alternatives.
·
Identifying and prioritizing customer
investment objectives while balancing risk taken.
·
Effectively determine and manage
allocation of time to specific job-related activities in order to achieve
targets Able to recommend type of IS product but not specific; fund/securities.
How to Apply
Follow this link to
Apply
To be considered, applications must
be received on or before 28th August, 2017.
Business Development Manager – Stanbic
Insurance Agency Ltd (SIAL)
Job Purpose
Achievement of the sales targets,
income and profit budgets by way of managing the behaviour of our own staff and
our relationships with Bank staff through training, support and motivation.
Responsibilities
·
Oversee the sales performance across
all products, both short and long term insurances.
·
Identify anomalies and develop
strategies to rectify and improve performance.
·
Provide input to
branch/regional/national campaigns to ensure maximum penetration into core
banking products and clients.
·
Maximize penetration of SIA by
achieving sales targets timeously
·
Assist in development and
repositioning on new single product initiatives
·
Correction of poor performance
·
Achieve transformation targets
·
Coach and mentor staff
·
Hold regular staff meetings
·
Constantly maintain a professional
environment and celebrate our successes
·
Timeously feedback to the network
·
Build relationship with key players
and group companies
·
Attend regular meetings with key
stakeholders
·
Analysis competitor trends, pricing
to optimize on sales
·
Liaise with insurance companies
·
Service all complaints in respect of
our products
·
Servicing of expenses and control
cost to income ratios
·
Control expenses and use them
correctly in order for us to achieve the highest return related to sales
·
Analysis MIS and act accordingly
·
Apply knowledge, resources and
experience to resolve problems
·
Able to follow or professional
challenge defined processes
·
Participate in adhoc company events
·
Support other business units and
other departments within SIA & CSB
Qualifications
·
Undergraduate degree from a
recognized university
·
Computer literacy
·
Professional Insurance qualification
·
Previous Insurance sales
·
Experience of managing and/or working
within a team that delivers
·
Experience in the financial
/investment and/or insurance broking industry
·
Proven sales track record in the
financial services industry
·
Understanding of macro-economic,
business, social, political trends and the transformation of this knowledge
into operational strategy
Create, edit and print files from Word, Excel to capture and analyse Insurance/financial data & Power Point.
Create, edit and print files from Word, Excel to capture and analyse Insurance/financial data & Power Point.
·
In depth understanding of range of
products in market, competitor advantages and disadvantages and own product
competitive position
·
A sound understanding of risk cycles
pertaining to the industry being analysed.
·
A good current knowledge and
understanding of different industry sectors and sector risk profiles/ trends.
·
A thorough knowledge of multi-level
products available to Personal banking and Business customers.
·
Extract and apply information to CRM
(Customer relationship management) strategy
·
Full understanding of all products,
knowledge of the bank processes and procedures
·
Results orientated/Customer service
focused and people orientated
How to Apply
Follow this Link for
the Job Application
To be considered, applications must
be received on or before 28th August, 2017