To expand the Bank’s custodial services portfolio for corporate and institutional clients, high-net-worth individuals, and investment groups, thereby enhancing the Bank’s profitability and financial performance.
Oversee and execute assigned duties, ensuring adherence to established standards and procedures, while driving accountability for results and performance excellence.
We are seeking a dynamic professional to oversee Business, Relationship, and Sales Management, allocating approximately 70% of your time to these critical functions. This role demands a strategic approach to cultivating and maintaining key client partnerships while driving revenue growth through effective sales strategies. Your responsibilities will include identifying new business opportunities, negotiating contracts, and ensuring client satisfaction to foster long-term relationships. Additionally, you will collaborate with cross-functional teams to align sales objectives with broader business goals, analyze market trends, and develop tailored solutions to meet client needs. The ideal candidate will possess strong interpersonal skills, a proven track record in sales, and the ability to thrive in a fast-paced, results-driven environment.
Develop and maintain a robust, sustainable business pipeline by targeting corporate and institutional clients, high-net-worth individuals (His), and investment groups, ultimately driving conversions and revenue growth.
Deliver value-added services to clients by actively engaging in opportunities that foster business growth, particularly in the development and execution of innovative custodial products.
Conduct in-person or virtual meetings with all Custody Clients on a quarterly basis to ensure alignment and address any concerns.
Craft and execute a strategic outreach plan specifically for prospective clients to enhance engagement and conversion opportunities.
Develop product visibility by conducting consistent meetings and events with internal and external stakeholders.
I will proactively identify, pursue, and submit proposals in response to Requests for Proposal (RFP), Requests for Information (RFI), and pension scheme tenders, ensuring strict adherence to all submission deadlines.
Proactively introduce and promote additional banking products and services to potential clients to expand their financial relationship with the institution.
Oversee service delivery processes in alignment with the established business plan while maintaining close collaboration with other business teams and product partners.
Enhance client relationships and uphold customer satisfaction through consistent, high-level engagement and visibility with key stakeholders.
Ensure all client requirements, communications, and inquiries logged in the system receive a response within 24 hours of receipt. If the final response necessitates additional research, send an acknowledgment on the same day to confirm receipt and set expectations.
Deliver prompt notifications to clients regarding any market-impacting issues affecting their assets.
Deliver prompt notifications and expert guidance to bank leadership regarding developments and issues within the Custodial sector.
Continuously enhancing and systematically implementing service level agreements (SLAs) between departments and with clients represents a critical objective.
You will oversee 10% of operational management responsibilities, ensuring processes run efficiently and align with organizational objectives. This role involves monitoring performance metrics, identifying areas for improvement, and implementing strategic solutions to enhance productivity. You will collaborate with cross-functional teams to streamline workflows, mitigate risks, and maintain compliance with established standards. Additionally, you will analyze operational data to inform decision-making and drive continuous improvement initiatives.
Experienced professionals are sought to facilitate seamless account establishment, ensuring rigorous adherence to regulatory protocols and client onboarding requirements. The role demands meticulous attention to detail while managing multiple client interactions, verifying documentation, and executing identity verification procedures with precision. Proficiency in utilizing banking systems and compliance frameworks is essential, along with a commitment to delivering exceptional customer service. Collaborative engagement with internal teams is required to resolve discrepancies and streamline account activation processes efficiently.
Facilitate efficient account opening processes while maintaining minimal backlog of pending account documentation.
Facilitate the seamless transfer of client assets from external custodians and stockbrokers, ensuring a smooth take-on process for both new and existing clients.
Ensure service standards are consistently upheld and maintained through ongoing monitoring and oversight.
Analyze and compile data to generate comprehensive reports, ensuring accuracy and timeliness in all deliverables. Review and validate information from multiple sources to maintain consistency and reliability in reporting outputs. Collaborate with cross-functional teams to gather relevant data and address any discrepancies or gaps in information. Utilize established methodologies and tools to structure reports in a clear, concise, and actionable format for stakeholders. Monitor reporting trends and identify opportunities for process improvements to enhance efficiency and data integrity. Maintain strict adherence to confidentiality protocols and regulatory requirements throughout all reporting activities.
Review client and regulatory report packages for designated accounts on a monthly and quarterly frequency to ensure accuracy, compliance, and timeliness.
Attend quarterly review meetings and Annual General Meetings (AGM’s) on behalf of trustees, fund managers, and clients.
The Corporate Actions department manages and executes corporate action events, ensuring accuracy and compliance with regulatory standards. This role involves processing stock splits, mergers, acquisitions, dividend distributions, and other corporate events while maintaining meticulous records and liaising with stakeholders. Proficiency in corporate action processing systems and adherence to strict deadlines are essential, as is a thorough understanding of financial markets and regulatory requirements. Strong attention to detail and the ability to work under pressure in a fast-paced environment are critical for success in this position.
Professional rewrite:
Ensuring timely and thorough follow-up with clients who have yet to submit their voluntary corporate actions instructions remains a critical responsibility.
Collaborate efficiently with officers from other Sections to uphold compliance with securities account guidelines, dematerialization protocols, and physical securities’ maintenance procedures while ensuring seamless transaction processing.
The position involves overseeing risk management and ensuring adherence to regulatory standards to protect organizational integrity. Key responsibilities include identifying potential risks, developing compliance frameworks, and implementing policies to mitigate threats. The role requires a deep understanding of industry regulations, strong analytical skills, and the ability to communicate complex requirements clearly. Applicants must possess relevant experience in risk assessment, regulatory compliance, and preferably certifications such as CRCM or CAMS. Additionally, the ideal candidate will demonstrate proficiency in assessing operational, financial, and reputational risks while maintaining up-to-date knowledge of evolving compliance landscapes.
Assist the Head of Institutional Banking and Custodial Services alongside the Custodial Operations team, ensuring all operations adhere rigorously to applicable local regulations, jurisdictional requirements, bank risk management standards, and the established custodial services policy framework.
Support the Head of Institutional Banking and Custodial Services in overseeing and implementing Operational Risk Management and Controls for the custody service, with the objective of maintaining minimal audit exceptions.
Monitor regulatory obligations and submission deadlines meticulously while promptly escalating any operational incidents, potential losses, or client complaints to the Head of Institutional Banking and Custodial Services for immediate review.
Minimum Requirements:
Bachelor’s degree in Computer Science, Engineering, or a related field; 5+ years of experience in software development; proficiency in Java, Python, or C++; experience with cloud platforms such as AWS or Azure; strong problem-solving skills; ability to work in a team environment; excellent communication skills; familiarity with Agile methodologies; knowledge of databases like SQL or NoSQL; experience with DevOps practices is a plus.
A relevant academic qualification in a business discipline—such as a Bachelor of Commerce, Business Administration, Economics, or Banking/Finance—is required, or an equivalent credential.
The CSI qualification is required for this position.
Formal education or certification in relationship management is required.
With over five years of experience in the banking sector, including three years specifically dedicated to Custodial Services, the ideal candidate brings a strong foundation in financial operations and asset management.
Qualifications
BA/BSc/HND
Experience Required
5 years
