Job Purpose:
- Responsible for acquisition of new HNI business & management of
allocated portfolio to drive balance sheet and income growth.
- To onboard existing & 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 Responsibilities:
Relationship
Management and Financial Performance
- 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
- 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
- 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
- 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
Education
and Qualifications
- Bachelor’s degree in Business, Finance, Economics, Banking, or a
related field.
- Professional qualifications such as CFA, CPA, ACCA, CIB, or CISI.
- Certification in Wealth Management, Investment Advisory, or
Relationship Management.
- Minimum 5–7 years’ experience in Relationship Management, Private
Banking, Wealth Management, or Corporate Banking.
- Proven experience managing HNI or affluent client portfolios.
- Strong track record in sales, portfolio growth, and client retention
within the financial services industry.
Key
Skills and Competencies
Technical
Skills
- Relationship and portfolio management
- Credit analysis and financial statement interpretation
- Wealth management and investment advisory
- Sales, negotiation, and revenue generation
- CRM and digital banking platforms
Leadership
& Behavioral Competencies
- Customer-centric mindset
- Strong communication and influencing skills
- Commercial acumen and results orientation
- Integrity and ethical judgment
- Collaboration and teamwork
How to Apply
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