Relationship Manager Custody Services

Full Time 5 days ago
Employment Information

Main Duties & Responsibilities 

  • Source, expand and retain existing client relationships so as to increase market share and profitability.
  • Ensure financial and business growth targets assigned are achieved.
  • Ensure customer satisfaction, retention, and identification of repeat and new business opportunities.
  • Responsible for managing existing portfolio of clients through continuous reviews and identification of client needs.
  • Provide service to customers with regard to account information, and queries raised.
  • Facilitate problem resolution with specialized units.
  • Contract review and negotiation with current and potential clients.
  • Source and prepare tenders / presentations for potential business opportunities.
  • Ensures all client KYC/AML documentation is up to date.
  • Identify and manage the risks associated with custody services business. 
  • Provide a service focused, knowledgeable and experienced point of contact for new and existing clients.
  • Attend Client meetings, Annual General Meetings, new business pitches and make presentations as appropriate.
  • Work closely with the Client investment committees and Fund secretaries so as to bolster good working relationship.
  • Ensure that all Custody Reports are submitted to clients as per SLA timelines. 
  • Responsibility for resolution of audit matters for custody services clients. 
  • Ensure billing and collection of revenue for custody services rendered
  • Maintain high level integrity and ethical standards – Uphold highest levels of integrity and ethical standards.

Experience and Education

  • University Degree from a recognized institution.
  • Capital Markets Program Certification, at least CISI -1
  • Five (5) years’ banking experience in the financial/banking sector, three (3) of which should be in Relationship Management in Investment/Custodial Services.
  • Excellent banking operations skills 
  • Excellent problem-solving skills.
  • Excellent emotional intelligence skills 
  • Strong persuasion, management, and communication skills
  • Strong organizational skills 
  • Excellent stakeholder management skills
  • Creative approach, with the ability to anticipate challenges and develop innovative solutions

 

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Skills
Communication Excel
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