Client Manager – International Banking (KBI)

This role is responsible for ensuring to be a point of contact for customers dealing with a range of requests including any calls in Relationship Managers’ absence and any overflow of work, thus monitoring company performance against service level agreements and flagging potential issues. To assist one or more Relationship Managers with product knowledge, sales research, customer relationship development, research into solutions to meet customers’ needs using market and industry information and risk management for the portfolio. Conducting business reviews to ensure clients are satisfied with their products and services and promote cross selling.

KEY RESPONSIBILITIES:

• Maintain Relationship Plans for all customers in the portfolio such that contact with customer is prioritized
• Conduct annual reviews of onboarded customers (review of existing KYC, Documents and request for updated ones for all customers)
• Providing support in the preparation of proposals, presentation, and financial solutions for clients, as well as helping the sales efforts and tracking progress
• Determine key messages, e.g., agreed service standards, negotiated pricing, relationship team contact points and new product changes, deciding upon the most appropriate communication method
• Act as the 1^st point of contact in the absence of RM
• Develop internal relationships that enable the deployment of appropriate products which will drive revenue from existing and new customers
• Provide direction to Product and Marketing re the introduction of new products and services to target new market opportunities
• Be fully involved in Account opening Process and work towards effecting TAT (Turnaround time) and ensuring RTS (Regulatory technical standards)
• Create networks with key decision makers internally and externally

PREREQUISITES:

• Preferably a graduate or a degree in Banking, Finance, Management, or any other field acceptable to the bank
• Should have a minimum of 2 years exposure in either the international banking field or the offshore sector.
•  A detailed knowledge of the International Banking & commercial set of products as well as a broad understanding of products available in the Bank
• A detailed understanding of Regulatory guidelines
• Should have a good understanding of the KYC for offshore structures.

SKILLS:

• Problem Solving skills
• Team Collaboration.
• Understanding of Business, Government and Industry Processes.
• Analytical Skills.
• Good knowledge of Excel and Word Processing tools.
• Good planning and organizing skills.
• Excellent oral and written communication skills
• Ability to work under pressure
• High levels of integrity and confidentiality