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Banking Jobs in Kenya - Stanbic Bank

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.


·         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


·         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.
·         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


·         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.
·         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

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