The primary objective of this role is 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 a range of duties and obligations, ensuring alignment with organizational objectives and standards. This role involves managing key tasks, maintaining accountability for outcomes, and upholding the integrity of established processes. Additionally, the position requires adherence to company policies, regulatory requirements, and performance targets to drive efficiency and effectiveness in daily operations.
We are seeking a dynamic professional to oversee Business, Relationship, and Sales Management, comprising 70% of the role’s responsibilities. This position demands a strategic approach to nurturing client partnerships, driving revenue growth, and optimizing sales processes. The ideal candidate will excel in building long-term business relationships, identifying new business opportunities, and ensuring customer satisfaction. Key duties include managing client accounts, developing sales strategies, and collaborating with cross-functional teams to achieve organizational objectives. Strong interpersonal skills, a results-driven mindset, and proficiency in sales methodologies are essential for success in this role.
Develop and nurture a robust, sustainable business pipeline focused on acquiring and converting corporate and institutional clients, high-net-worth individuals (His), and investment groups into profitable engagements.
Provide clients with enhanced services by proactively engaging in business growth initiatives, particularly in the development and implementation of innovative custodial products.
Conduct in-person meetings with all Custody Clients on a quarterly basis to ensure ongoing engagement and alignment with their needs.
Formulate and execute a strategic outreach plan aimed at engaging prospective clients within the target market.
Facilitate product visibility by organizing and conducting consistent meetings and events with both internal and external stakeholders.
Proactively identify, pursue, and submit responses to Requests for Proposals (RFPs), Requests for Information (RBIs), and pension scheme tenders while ensuring strict adherence to all specified application deadlines.
Cross-promote a range of additional banking solutions to potential clients to enhance their financial experience and meet their evolving needs.
Oversee service delivery processes in alignment with the business plan while collaborating closely with various business teams and product partners.
Foster and enhance client relationships to guarantee customer satisfaction through consistent, high-level engagement and visibility with clients.
Respond to all client requirements, communications, and queries logged within 24 hours of receipt. In cases where further investigation is necessary before providing a final response, send an acknowledgment email on the same day.
Deliver prompt notifications to clients regarding any market developments or asset-related concerns that may impact their interests.
Deliver prompt updates and strategic guidance to bank leadership regarding developments and emerging issues within the Custodial sector.
Continuously enhance and enforce interdepartmental and client service level agreements (SLAs) through ongoing refinement and execution.
The position oversees 10% of operational management responsibilities, ensuring efficient execution of processes and adherence to organizational standards. This role demands a strong ability to monitor performance metrics, identify areas for improvement, and implement strategic solutions to enhance productivity. The candidate must demonstrate proficiency in resource allocation, workflow optimization, and compliance with operational policies. Additionally, the role requires collaboration with cross-functional teams to align operational goals with broader business objectives.
A client’s initial interaction with the organization begins with the account opening process, which is essential for establishing a relationship and ensuring compliance with regulatory standards. This role requires an individual who can effectively guide customers through the necessary documentation, verify their identity, and complete all required procedures accurately. The successful candidate will possess strong attention to detail, excellent communication skills, and the ability to handle sensitive information with discretion. Additionally, familiarity with banking regulations, account types, and customer service best practices is imperative to deliver a seamless onboarding experience.
Ensure seamless account initiation processes while maintaining minimal outstanding documentation requirements.
Facilitate the seamless transition of client assets from third-party custodians and stockbrokers to new and existing clients.
Consistently evaluate and uphold service quality to ensure adherence to established standards at all times.
Responsibilities include compiling and analyzing data, generating accurate reports, and ensuring timely submission to relevant stakeholders. This role requires a keen eye for detail, strong analytical skills, and proficiency in reporting tools and software. Candidates must possess excellent written and verbal communication abilities to present findings effectively. Experience in data management and a solid understanding of reporting methodologies are essential. The position demands the ability to work under deadlines while maintaining high standards of accuracy and clarity.
Conduct a thorough monthly and quarterly examination of client and regulatory report packs for designated accounts to ensure accuracy and compliance.
Participate in quarterly review meetings and Annual General Meetings (AGM’s) alongside trustees, fund managers, and clients.
The Corporate Actions team is responsible for handling all corporate action events, including mergers, acquisitions, spin-offs, stock splits, and dividend distributions. This role requires a meticulous attention to detail, strong analytical abilities, and proficiency in financial systems to accurately process and reconcile these transactions. Candidates must possess a solid understanding of financial markets and regulations, along with excellent communication skills to liaise with stakeholders and ensure timely execution. The ideal candidate will demonstrate the ability to manage multiple priorities under tight deadlines while maintaining accuracy and compliance with internal and external guidelines.
Ensuring timely and professional follow-ups with clients who have not yet submitted their voluntary corporate actions instructions is essential.
Collaborate proficiently with officers from other Sections to guarantee compliance with established guidelines pertaining to securities accounts, dematerialization, physical securities’ maintenance, and seamless transaction processing.
We are seeking a Risk and Compliance professional to oversee and manage the organization’s risk management framework and ensure adherence to regulatory standards. This role involves identifying potential risks, developing mitigation strategies, and implementing robust compliance policies to safeguard the company’s operations and reputation. The ideal candidate will possess strong analytical skills, a deep understanding of regulatory requirements, and the ability to communicate complex information clearly. Responsibilities include conducting risk assessments, monitoring regulatory changes, and collaborating with leadership to integrate compliance measures across all departments. Proficiency in risk management tools and frameworks, along with relevant certifications (e.g., CRCM, CAMS, or CFA), is highly preferred.
The Head of Institutional Banking and Custodial Services will receive dedicated support from this role, collaborating closely with the Custodial Operations team to uphold operational excellence and ensure full adherence to all relevant local regulations, jurisdictional requirements, bank risk management standards, and the established Custodial Services policy framework.
Collaborate closely with the Head of Institutional Banking and Custodial Services to oversee and guide Operational Risk Management and Control functions for the custody service, with the objective of achieving minimal audit exceptions.
Maintain strict compliance with all regulatory requirements and deadlines, while promptly escalating any operational incidents, potential operational losses, or complaints to the Head of Institutional Banking and Custodial Services without delay.
Candidates must satisfy the following prerequisites to be considered for this position.
A relevant academic qualification, such as a Bachelor of Commerce, Business Administration, Economics, or Banking/Finance—or an equivalent credential—is required.
The CSI qualification is required for this role.
Formal education or certification in relationship management is required.
Requires five years of banking experience, including three years specifically in Custodial Services.
Qualifications
BA/BSc/HND
Experience Required
5 years
