The primary objective of this role is to expand the Bank’s custodial services’ portfolio, targeting corporate and institutional clients, high-net-worth individuals, and investment groups to enhance the Bank’s profitability.
Overseeing and executing key responsibilities while maintaining accountability for all assigned tasks ensures operational excellence and drives organizational success. This role requires meticulous attention to detail and a commitment to upholding high standards of performance in every aspect of the position. By fulfilling these duties, the individual contributes directly to the achievement of strategic objectives and the enhancement of overall productivity.
We are seeking a professional who will oversee business, relationship, and sales management functions, dedicating approximately 70% of their efforts to these critical areas. The ideal candidate will excel in cultivating and maintaining strategic partnerships while driving revenue growth through effective sales strategies. Key responsibilities include identifying new business opportunities, nurturing client relationships, and ensuring customer satisfaction. Additionally, the role requires strong negotiation skills, the ability to analyze market trends, and the capacity to develop tailored solutions to meet client needs. Proficiency in CRM tools and a proven track record in sales and business development are essential.
Develop and maintain a robust, sustainable business pipeline, converting opportunities into tangible business across corporate and institutional clients, high-net-worth individuals (His), and investment groups.
We drive added value for clients by actively pursuing business growth opportunities, particularly in the development and implementation of innovative custodial products.
Consult with every Custody Client on a quarterly basis to ensure ongoing alignment and satisfaction.
Create and execute a strategic calling program aimed at engaging prospective clients.
Develop and enhance product visibility through consistent engagement with internal and external stakeholders via scheduled meetings and organized events.
Proactively identify and pursue RFP, RFI, and pension scheme tenders while ensuring all application deadlines are met.
Proactively recommend additional banking solutions to potential customers during interactions.
Oversee service delivery operations in strict adherence to the established business plan while cultivating strong collaborative relationships with cross-functional teams and product partners.
Foster strong client relationships and uphold customer satisfaction through consistent, high-profile engagement with key accounts.
Please acknowledge all client requirements, communications, and queries within 24 hours of receipt, ensuring an initial response is sent on the same day if the final resolution necessitates additional investigation.
Deliver prompt alerts to clients regarding any developments that may influence market conditions or their investment portfolios.
Deliver prompt notifications and expert guidance to bank leadership regarding emerging trends and key developments within the Custodial domain.
The ongoing enhancement and subsequent execution of interdepartmental and client service level agreements (SLAs) are essential to this role.
Operational management responsibilities constitute 10% of the role, encompassing oversight of daily workflows, process optimization, and resource allocation to ensure seamless departmental functioning. This position requires a proactive approach to identifying inefficiencies, implementing corrective actions, and maintaining high operational standards in alignment with organizational goals. Key duties include monitoring performance metrics, coordinating cross-functional teams, and ensuring compliance with established procedures while fostering a culture of continuous improvement.
We are seeking a dedicated professional to facilitate the account opening process with exceptional attention to detail and customer service. The ideal candidate will ensure seamless onboarding for new clients by verifying required documentation, confirming eligibility, and adhering to regulatory compliance standards. Responsibilities include collecting and processing customer information, resolving inquiries promptly, and maintaining accurate records in alignment with internal policies. Strong communication skills, proficiency with digital tools, and a commitment to confidentiality are essential for success in this role.
Streamline the account opening process and maintain minimal outstanding account documentation.
Facilitate the seamless transfer of client assets from external custodians and stockbrokers, ensuring a smooth transition for both new and existing clients.
Ensure service standards are consistently upheld through ongoing monitoring and maintenance.
Analyze and compile data to generate comprehensive reports, ensuring accuracy and timeliness in all deliverables. Monitor trends and patterns within the data to provide actionable insights that support decision-making processes. Collaborate with cross-functional teams to gather necessary information and validate findings before finalizing outputs. Maintain detailed documentation of all reporting activities and methodologies for reference and audit purposes.
Conduct a thorough monthly and quarterly assessment of client and regulatory report packs for designated accounts.
Attend quarterly review meetings and Annual General Meetings (AGM’s) on behalf of trustees, fund managers, and clients to ensure comprehensive oversight and alignment with strategic objectives.
The Corporate Actions Process encompasses critical activities involving the management of corporate events that impact securities, such as mergers, acquisitions, stock splits, dividends, and tender offers. This role requires a keen attention to detail to accurately track and execute corporate actions, ensuring compliance with regulatory standards and company policies. Responsibilities include validating event details, coordinating with relevant teams, updating records, and communicating changes to stakeholders. Proficiency in financial systems and a strong understanding of capital markets are essential, along with the ability to work efficiently under tight deadlines while maintaining accuracy. Collaboration with legal, compliance, and operational departments is often necessary to resolve discrepancies and ensure seamless processing.
Consistently follow up with clients who have not yet submitted their voluntary corporate action instructions.
Collaborate seamlessly with officers from other Sections to uphold compliance with securities account guidelines, dematerialization protocols, and the proper maintenance of physical securities, ensuring transactions are processed efficiently.
Conducts comprehensive risk assessments and ensures adherence to all relevant regulatory requirements to maintain organizational integrity and mitigate potential threats.
The Head of Institutional Banking and Custodial Services, along with the Custodial Operations team, requires assistance to uphold operational standards in full alignment with applicable local regulations, jurisdictional requirements, bank-specific risk frameworks, and the established custodial services policy guidelines.
The incumbent will assist the Head of Institutional Banking and Custodial Services in overseeing and guiding Operational Risk Management and Controls for the custody service, ensuring the unit maintains minimal audit exceptions.
Monitor compliance with all regulatory obligations and deadlines, promptly escalating any operational incidents, potential losses, or customer complaints to the Head of Institutional Banking and Custodial Services in real time.
Bachelor’s degree in a relevant field or an equivalent combination of education and experience is required. A minimum of three years of professional experience in a similar role is necessary. Proficiency in industry-standard software and tools is essential. Strong analytical and problem-solving skills are a must. Excellent communication and teamwork abilities are also required.
A minimum of a bachelor’s degree in a business-related discipline—such as Commerce, Business Administration, Economics, or Banking/Finance—is required, or an equivalent qualification.
The Chartered Institute for Securities & Investment (CSI) qualification is required for this role.
Professional experience or education in relationship management is required.
Requires five years of banking experience, with at least three years dedicated to Custodial Services.
Qualifications
BA/BSc/HND
Experience Required
5 years
