Job Scope:
The
role is responsible for deepening relationships with HNI (High Net-Worth
Individuals) clients to optimize retention, business development, revenue
and profitability.
Job Purpose:
- Responsible for acquisition of new HNI
business & management of allocated portfolio to drive balance sheet
and income growth.
- To onboard existing & NTB HNI
clients. Build strong business relationships with aim of driving sales,
service excellence and high level of client satisfaction that is mutually
benefiting.
- Work with EIB, ELAK and treasury to
provide wealth management and preservation solutions to clients.
Key Performance Areas:
Relationship Management and
Financial Performance – 70%
- To be the first point of contact for
clients for the allocated portfolio
- Proactively onboard and engage existing
clients on the Group’s offering, educate on new changes in the
bank/industry and share advisory communication.
- Deliver deposit, loans, investment,
insurance and revenue targets.
- Leverage the ecosystem opportunities
across all business segments to target quality business and grow
value.
Customer Excellence – 15%
- Digitize and cross sell to increase
product holding to a minimum of 4 (Save, Invest, Borrow & Insure)
- 100% CRM utilization on service, sales
pipeline and client contact program.
- Ensure correct carding of clients in the
portfolio with minimum utilization of 75%.
- Achieve best bank in HNI Banking in the
country measured by wallet size growth, customer satisfaction score and
NPS rating.
- Migrate transactions to digital channels
– minimum of 60%.
People – 5%
- Team spirit and stakeholders’ management
- Efficient management of resources to
deliver timely services to clients professionally.
- Training and personal development
Internal Processes, Risk and
Compliance – 10%
- Ensure compliance with KYC, AML, legal,
regulatory and any other governance requirements in acquisition and
management of clients.
- Comply with all the Group’s and
Subsidiary policies and procedures.
- Satisfactory portfolio audit
Qualifications
- Bachelor’s degree. Master’s degree will
be as an added advantage.
Qualifications – Experience,
Skills and Knowledge
- At least 5 years Consumer Banking
Business covering liabilities & assets sales and service/relationship
management
- Strong interpersonal, organization and
communication skills
- Experience in selling investment &
insurance products and HNI clients management will be an added advantage
- Strong business acumen.
How To Apply