To enhance the Bank’s custodial services portfolio for corporate and institutional clients, high-net-worth individuals, and investment groups, thereby driving positive contributions to the Bank’s profit and loss performance.
Oversee and execute key duties and obligations, ensuring all tasks are completed with precision and adherence to established standards. Maintain responsibility for critical functions, deliver consistent performance, and support organizational objectives through diligent execution of assigned responsibilities.
We are seeking a skilled professional to oversee Business, Relationship, and Sales Management, comprising 70% of the role’s core responsibilities. This position requires expertise in cultivating and maintaining strategic partnerships, driving revenue growth, and ensuring client satisfaction through tailored solutions. The ideal candidate will possess a proven track record in sales leadership, client engagement, and business development, with the ability to analyze market trends and optimize performance metrics. Responsibilities include negotiating contracts, expanding market reach, and collaborating across departments to align business objectives with customer needs. Strong interpersonal and communication skills are essential to foster long-term relationships and achieve organizational targets.
Develop and nurture a robust, sustainable business pipeline aimed at converting corporate and institutional clients, high-net-worth individuals (His), and investment groups into profitable partnerships.
You will enhance client services by proactively engaging in strategic initiatives that drive business expansion, with a focus on the development and implementation of innovative custodial products.
Conduct in-person or virtual meetings with all Custody Clients at minimum, on a quarterly basis.
Formulate and execute a strategic outreach plan targeting prospective clients.
Develop and sustain product visibility by conducting consistent meetings and coordinating events for both internal and external stakeholders.
We actively identify, pursue, and submit proposals in response to RFP, RFI, and pension scheme tenders while ensuring strict adherence to all application deadlines.
Identify opportunities to introduce additional banking products and services to potential clients, fostering mutually beneficial financial relationships.
Oversee operational service delivery in strict alignment with the approved business plan, collaborating closely with cross-functional teams and strategic product partners to ensure seamless execution.
Foster and sustain strong client relationships to uphold and enhance customer satisfaction through consistent and proactive engagement.
Ensure every client requirement, communication, or query logged is addressed within 24 hours of receipt. In instances where additional investigation is needed before providing a final response, an acknowledgment of receipt should be sent on the same day.
Deliver prompt updates to clients regarding any developments affecting market conditions or the status of their assets.
Deliver prompt updates and expert guidance to bank leadership regarding developments and issues within the Custodial sector.
We are committed to continuously enhancing and effectively implementing interdepartmental and client Service Level Agreements (SLAs) to ensure optimal performance and alignment across all teams and stakeholders.
Operational management responsibilities encompass approximately 10% of the role, focusing on overseeing processes to ensure efficiency, compliance, and optimal performance across daily operations. This includes monitoring workflows, implementing best practices, and identifying opportunities for improvement to enhance productivity and maintain high standards of service delivery. The position requires a proactive approach to problem-solving, strong organizational skills, and the ability to coordinate resources effectively while ensuring adherence to company policies and industry regulations.
Responsible for facilitating the establishment of new customer accounts, this role involves conducting thorough customer identification and verification processes in accordance with regulatory standards. Collaborates closely with clients to gather necessary documentation and personal details required for seamless onboarding. Ensures all account setup procedures are completed accurately and efficiently while maintaining strict adherence to compliance policies. Acts as a primary point of contact to address any inquiries or concerns raised during the account creation process.
Ensure efficient account opening processes and maintain minimal outstanding account documentation.
Ensure seamless transfer of client assets from alternative custodians and stockbrokers for both new and existing clients.
Diligently oversee and uphold service excellence by ensuring adherence to established standards at all times.
Responsibilities include compiling, analyzing, and presenting data to stakeholders, ensuring accuracy and timeliness in all reports. Collaborate closely with cross-functional teams to gather relevant information and maintain clear communication channels. Develop and implement reporting systems to enhance efficiency and support decision-making processes. Stay updated on industry trends and best practices to continuously improve reporting methodologies. Strong analytical skills and proficiency in data visualization tools are essential. Experience with reporting software and a keen eye for detail are required.
Conduct thorough evaluations of client and regulatory reporting packages for designated accounts on both a monthly and quarterly schedule.
Attend quarterly review meetings and Annual General Meetings (AGM’s) alongside trustees, fund managers, and clients.
The Corporate Actions team is responsible for overseeing and executing critical financial events that impact securities, including mergers, acquisitions, spin-offs, stock splits, tender offers, and dividend distributions. This role requires meticulous attention to detail, strong analytical skills, and the ability to manage multiple deadlines under pressure. Key responsibilities involve validating corporate action announcements, ensuring accurate processing of transactions, maintaining compliance with regulatory standards, and providing timely updates to stakeholders. Proficiency in financial systems, familiarity with market regulations, and effective communication are essential for success in this position.
Professional Rewrite:
Ensure timely and thorough follow-up with clients who have not yet submitted their voluntary corporate actions instructions.
Collaborate efficiently with officers from other Sections to uphold compliance with guidelines governing securities accounts, dematerialization, physical securities’ maintenance, and seamless transaction processing.
The position requires diligent oversight of regulatory adherence and risk management protocols to ensure organizational integrity and legal compliance. Key responsibilities include monitoring evolving compliance standards, conducting thorough risk assessments, and implementing robust mitigation strategies. Candidates must possess a strong background in compliance frameworks, risk analysis methodologies, and regulatory reporting, along with demonstrated proficiency in relevant industry tools and technologies. Exceptional analytical, communication, and problem-solving skills are essential for effectively navigating complex regulatory landscapes and fostering a culture of accountability.
The incumbent will collaborate closely with the Head of Institutional Banking and Custodial Services, as well as the Custodial Operations team, to uphold the highest standards of operational integrity. This involves ensuring that all activities strictly adhere to applicable local regulations, jurisdictional requirements, bank risk management frameworks, and the organization’s established custodial services policy guidelines.
Assist the Head of Institutional Banking and Custodial Services in overseeing and guiding Operational Risk Management and Controls for the custody service, with the objective of minimizing audit exceptions for the unit.
Ensure strict compliance with all regulatory obligations and critical deadlines, promptly escalating any operational incidents, potential losses, or customer complaints to the Head of Institutional Banking and Custodial Services for immediate resolution.
Minimum qualifications include a bachelor’s degree in a relevant field, such as business administration or finance, along with at least three years of professional experience in a related industry. Strong analytical and problem-solving skills are essential, as is proficiency in data analysis tools like Excel or SQL. Candidates must demonstrate excellent communication abilities and the capacity to collaborate effectively within a team. Familiarity with project management methodologies is a plus.
A relevant business qualification, such as a Bachelor of Commerce, Business Administration, Economics, or Banking/Finance, or an equivalent qualification, is required.
Seeking candidates with the Chartered Institute for Securities & Investment (CSI) qualification, demonstrating a strong foundation in financial services principles and practices.
Formal education or certification in relationship management principles and practices is required.
With a proven track record of five years in the banking sector, including three years dedicated to Custodial Services, the ideal candidate will bring extensive hands-on experience to the role.
Qualifications
BA/BSc/HND
Experience Required
5 years
