Job Title: Relationship Manager HNI
Job ID: 8782
Locations: Nigeria
Company: Stanbic IBTC Bank Plc (a subsidiary of Standard Bank Group)
Sector: Banking and Finance
Position Description:
• The HNI relationship manager is accountable for a portfolio of High Networth Clients, integrating and coordinating all Stanbic IBTC and Standard Bank Group products, services and resources in order to maximize the value of the business relationship and ensure profitability for the Bank and the Client.
• Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement and lifestyle enhancement; this is achieved through an in-depth analysis of the client's balance sheet so as to identify opportunities and match these opportunities to products/ solutions provided by the Group.
• Monitor the delivery of the different groups (Wealth, Lending, Transactional) as well as other specialist product and service providers against the customer Plan
• Grow portfolio profitability through the utilisation of available multi-channel delivery strategies, such as actively managing customer migration onto electronic banking channels.
• Manage customer migration between segments, sub-segments and the HNI business.
• Proactively and timeously identifies potential problem accounts and formulates appropriate risk mitigating strategies.
• Understands clients risk profile and maximizes the 'risk vs. reward' balance for individual clients by optimising product mix.
• Comply with KYC rules, regulations, and legislation governing the financial services industry
Key performance measures:
• Achievement of relationship manager sales budget
• Growth/Volume – Customer acquisition and retention
• Client Profitability and Risk Management
• Cross-sell existing Bank and group financial products and services to obtain greater share of wallet
•Execution of Customer Plan
Important relationships – Internal
•Product specialists assigned to HNI business
• Banking Consultants
• Group Relationships within PBB (Personal and Business Banking), CIB (Corporate and Investment Banking), Wealth and Offshore
Important relationships – External
• External partners – real estate agents, travel agents, etc
HNI Relationship Manager Job (http://www.jobnavy.com/job/7185/hni-relationship-manager-job-at-stanbic-ibtc-bank-plc/)