Oversee the workflows of front office, middle office, and back office personnel to guarantee the prompt and seamless delivery of services to Private Banking clients.
Responsible for monitoring and guaranteeing the proper execution of client transactions and investment portfolio alignment with the client’s specified mandate.
Deliver personalized financial advisory services within the wealth management sector, empowering clients through targeted financial education initiatives to optimize their investment strategies.
Analyze client profiles to verify that investments align with established mandates, risk profiles, and risk appetites.
Drive a culture of sales excellence and service delivery by providing coaching, guidance, and motivation to team members.
Collaborate closely with the Private Banking team to develop budgets and strategic targets, ensuring monthly and annual objectives are consistently met.
Authorizes capital and operational expenditures for the Hub, as sanctioned by the GH.
Maintain Hub operating expenses in strict accordance with the approved budgetary allocation.
Maintain strict adherence to the Bank’s zero-tolerance policy for inactive or dormant accounts while upholding the security of all entrusted information and ensuring compliance with the Information Security Handbook’s guiding principles and policies.
A bachelor’s degree in a related field and a minimum of three years of relevant experience are required. Proficiency in specific software tools and strong analytical skills are essential. Candidates must demonstrate excellent communication abilities and the capacity to work effectively in a team environment. Familiarity with industry regulations and compliance standards is also necessary. The ability to manage multiple projects simultaneously and meet deadlines is crucial.
A bachelor’s degree with at least a 2:2 classification is required.
A preference exists for candidates holding a postgraduate qualification in business or a closely related field, or an equivalent professional credential, although possession of such credentials is not obligatory.
With a minimum of 10 to 15 years of professional experience in banking or a closely related field, candidates will bring extensive expertise to this role.
Proficiency in Asset & Wealth Management or Investment Banking is considered advantageous.
We require expertise in Portfolio Management and Asset Allocation, along with comprehensive training in these areas to ensure strategic investment decision-making and optimal portfolio performance.
Conducts training in customer profiling and risk assessment methodologies.
go to method of application
To submit your application, please utilize the provided link(s), which direct to the company’s official website.
Qualifications
BA/BSc/HND
Experience Required
10 - 15 years
