The Relationship Manager (RM) will be the Liaison desk officer based in Nairobi. The incumbent will be located within the Corporate Banking team in the head office of Kenya in Nairobi.
The RM will support a team of Relationship Managers (RM) globally from International Premium Banking, Non Resident Banking and Network Banking departments, to deliver a best in class client experience to all clients they service, by ensuring that all client on boarding, account opening, client transactions and requests and the support activities related to these transactions are executed on time with zero error and within regulatory guidelines.
The RM is the primary support and service contact point in Kenya and other East African countries for the clients, the UK Relationship Managers as well as the Business unit they report into.
Reporting Line:
The RM will have a dual reporting line, with a direct reporting line to the Head of International Premium Banking to the headquarters, and a dotted line to the Head of Corporate Banking within Kenya.
Relationship Manager Job Responsibilities
The primary function is to assist the Head of International premium banking team in the UK to meet their budgets for residential UK mortgages and 2 year deposits.
Facilitate the on boarding of new accounts to the International Premium Banking (IPB) platform in the UK for their High Net worth clients as well as to manage general administrative tasks for the maintenance of these accounts.
Maintain regular contact with existing as well as prospective clients to follow up and close on all marketing leads. Work very closely with the Head of International Premium Banking for East Africa business.
Client On boarding and account opening/ due diligence checks- Check for accuracy and completeness of all account opening forms for UK accounts signed by the clients before client acceptance. Be the bridge between the clients in Kenya and UK. Maintain close contact with the clients, assist with completion of account opening forms, visit the clients to collect documents and account opening forms and scan these to the UK office.
To handle the servicing of all clients’ needs and queries and to perform verification of client instructions.
Actively support the Head of International Premium Banking UK to follow up and close on all marketing leads, and meet budgets for deposits and residential mortgages for the UK business. Assist the Heads of Non Resident banking and Head of Network Banking with their requests for client follow up.
Actively follow up with clients and prospective clients for new business for UK – 2 year GBP deposits and residential mortgages in the UK. These are the 2 major products for UK. Close on all leads generated and ensure accounts are opened, funded and mortgages are completed.
To assist the RMs in the UK to follow up on annual review of Risk Assessment in ensuring the RMs are in compliance with current guidelines and regulations.
To support any investigations of complaint received from client by coordinating with Compliance, Business Effectiveness Department to resolve issue
To update and provide periodic statistics (MIS) reporting to UK Office to attend appropriate training and courses for new products, procedures and knowledge update.
Requirements for the Relationship Manager Job
Degree holder with at least 4-5 years in similar position or client servicing experience, with prior experience of handling HNI clients.
Strong communication and interpersonal skills with great attention to detail
Self-motivated individual and good team player
Excellent sales skills, outgoing, client facing temperament
Fluency in Gujarati and Hindi is ideal
The job holder should be able to travel on business and cover the East African region for marketing and follow up.
Key Accountabilities
Provide support for the IPB team in the UK office in areas such as client management, client on boarding, client risk management and project work, ad hoc administration and other duties as directed by management.
Account opening and basically all matters resulting from the client interaction. You would also be working with the Senior Bankers on new business to meet the budget targets for UK office.
Review and manage change requests for existing accounts
General administration tasks such as filing, scanning, and collecting documents from clients within Nairobi.
