The Role
Develops and grows custody business by acquiring new clients, managing relationships, supporting client onboarding, and designing custody products and market targets. Ensures compliance with pension and fund custody regulations while coordinating with internal operations, treasury, retail, corporate, and IT teams. Engages external regulators, trustees, fund managers, insurers, and high-net-worth clients. Requires financial-industry knowledge, investment product familiarity, accounting skills, and strong communication and presentation abilities.
Summary Generated by Built In
KNOWLEDGE, SKILLS & EXPERIENCE REQUIRED
Education and qualification
- First degree in Accounting/Finance or related field
- Professional qualifications (ACCA, CA, CFA, etc.) are not required but an added advantage
- Ghana Securities and Exchange Commission Certification
Essential knowledge
- Experience in a similar role in the financial industry
- Deep understanding of front-to-back-office operations
- MS Office applications (Advanced knowledge in Excel and PowerPoint is an added advantage)
Skills
- Excellent organizational, inter-personal, verbal and written communication skills
- Proactive, focused attitude towards work and a strong attention to detail and accuracy
- Excellent presentation skills
- Ability to manage multiple tasks/projects and deadlines simultaneously
- Ability to work both independently and as a team player
- Working knowledge of equity and fixed income instruments as well as unit trusts, mutual funds and collective investment schemes
- Strong analytical and problem-solving skills
- Accounting and bookkeeping skills
KEY RESULT AREAS
- Review and understand the legislation and regulatory requirements relating to the three-tier pension scheme and specifically to the pension and global fund custodian
- Be involved in new business take-on and helping clients understand what is needed from them and the process
- Focus on new business generation or new client acquisition to grow the portfolio
- Responsible for the design, implementation and growth of new custody products and market targets
- Acquiring More Mass Market Business
- Relationship Management
COMMUNICATIONS AND WORKING RELATIONSHIPS
Internal
- Treasury Staff
- Operations Staff
- Retail & Corporate
- IT
External
- Securities and Exchange Commission
- National Pensions Regulatory Authority
- Corporate Trustees
- Fund Managers
- High Net worth client
- Insurance
Skills Required
- First degree in Accounting, Finance, or a related field
- Ghana Securities and Exchange Commission Certification
- Experience in a similar role in the financial industry
- Professional qualification such as ACCA, CA, or CFA
- Deep understanding of front-to-back-office operations
- Advanced knowledge of Excel and PowerPoint
- Working knowledge of equity and fixed-income instruments, unit trusts, mutual funds, and collective investment schemes
- Accounting and bookkeeping skills
- Strong organizational, interpersonal, verbal, and written communication skills
- Excellent presentation skills
- Strong analytical and problem-solving skills
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The Company
What We Do
Fidelity Bank Ghana is a privately owned Ghanaian bank that evolved from a discount house into a universal, Tier 1 bank. It provides financial products and services for individuals and businesses, supported by branch, mobile-banking, and investment-banking operations. Its mission is to be a world-class financial institution delivering superior returns to customers, shareholders, employees, regulators, and the wider community while inspiring and transforming lives.
